Peoples Financial Services
PFIS
59 hedge funds and large institutions have $85.4M invested in Peoples Financial Services in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 3 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0.91% less ownership
Funds ownership: 30.94% → 30.02% (-0.91%)
2% less funds holding
Funds holding: 60 → 59 (-1)
12% less capital invested
Capital invested by funds: $96.9M → $85.4M (-$11.5M)
14% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$921K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$260K |
| 3 |
SG Americas Securities
New York
|
+$156K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$78.1K |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$78.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$2.6M |
| 2 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
-$661K |
| 3 |
Goldman Sachs
New York
|
-$249K |
| 4 |
BlackRock
New York
|
-$233K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$225K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
51
Ameritas Investment Partners
Lincoln,
Nebraska
| $27.1K | – | – | – |
|
52
Fidelity Investments
Boston,
Massachusetts
| $24.7K | +$90 | +2 | +0.3% |
|
53
Legal & General Group
London,
United Kingdom
| $24.1K | -$3.95K | -88 | -13% |
|
|
MLICM
54
Metropolitan Life Insurance Company (MetLife)
New York
| $19.8K | +$6.96K | +155 | +46% |
|
|
APC
55
Aspire Private Capital
Cornelius,
North Carolina
| $9.42K | – | – | – |
|
56
Citigroup
New York
| $2.25K | -$91K | -2,026 | -97% |
|
57
Nisa Investment Advisors
St. Louis,
Missouri
| $120 | – | – | – |
|
|
58
Franklin Resources
San Mateo,
California
| – | -$2.6M | -59,314 | Closed |
|
|
59
Goldman Sachs
New York
| – | -$249K | -5,696 | Closed |
|
|
MAM
60
Martingale Asset Management
Boston,
Massachusetts
| – | -$210K | -4,804 | Closed |
|
|
C
61
Covestor
London,
United Kingdom
| – | -$584 | -13 | -81% |
|
|
AW
62
Avion Wealth
The Woodlands,
Texas
| – | +$494 | +11 | New |
|
PFIS Hedge Fund Activity: Q3 2023 in Review
59 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q3 2023, worth a combined $85.4M — down 12% from $96.9M a quarter earlier.
Fund positioning in PFIS was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 18 added to existing stakes and 21 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $921K. The largest seller was Franklin Resources, exiting entirely with an estimated $2.6M sold.
- 59 institutional investors held Peoples Financial Services (PFIS) as of Q3 2023, down from 60 in Q2 2023.
- Funds reported $85.4M of Peoples Financial Services stock for Q3 2023, down 12% quarter-over-quarter.
- 3 funds opened new Peoples Financial Services positions in Q3 2023 and 3 closed out, a net change of 0 holders.
- The largest Peoples Financial Services buyer in Q3 2023 was Dimensional Fund Advisors, an estimated $921K added.
- The largest Peoples Financial Services seller in Q3 2023 was Franklin Resources, an estimated $2.6M sold.
Based on aggregated 13F filings for Q3 2023.