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Peoples Financial Services
PFIS

Overview Fund Activity

69 hedge funds and large institutions have $110M invested in Peoples Financial Services in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
69
Holders Change
+10
Holders Change %
+16.95%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
25
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$24.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.38M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$8.23M
4
ZIM
4
Zacks Investment Management
Illinois
$900K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$801K

Top Sellers

1
PRCP
1
Pacific Ridge Capital Partners
Oregon
$0
2
MCM
2
Maltese Capital Management
New York
$0
3
LSV Asset Management
3
LSV Asset Management
Illinois
$70K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.97M
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LSV Asset Management
51
LSV Asset Management
Illinois
$70K -$342K -7,077 -83%
CB
52
Community Bank
New York
$59.3K – – –
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$55K -$20K -410 -27%
Citigroup
54
Citigroup
New York
$52.9K +$50.2K +1,031 +1,841%
AIP
55
Ameritas Investment Partners
Nebraska
$32.9K – – –
AB
56
Amalgamated Bank
New York
$30K -$3.5K -72 -10%
Legal & General Group
57
Legal & General Group
United Kingdom
$29.3K – – –
Fidelity Investments
58
Fidelity Investments
Massachusetts
$21.2K -$8.77K -180 -29%
Canada Life
59
Canada Life
Manitoba, Canada
$19K +$19K +400 New
TRCT
60
Tower Research Capital (TRC)
New York
$18.3K -$19.3K -397 -51%
MLICM
61
Metropolitan Life Insurance Company (MetLife)
New York
$16.8K -$7.31K -150 -30%
APC
62
Aspire Private Capital
North Carolina
$11.4K – – –
RCM
63
Raleigh Capital Management
North Carolina
$4.24K +$4.24K +87 New
AWM
64
Avior Wealth Management
Nebraska
$3.85K +$3.85K +79 New
ASN
65
Advisory Services Network
Georgia
$2.09K +$2.09K +43 New
AF
66
Allworth Financial
California
$877 +$877 +18 New
Nisa Investment Advisors
67
Nisa Investment Advisors
Missouri
$146 – – –
HNB
68
Huntington National Bank
Ohio
$49 +$49 +1 New
PRCP
69
Pacific Ridge Capital Partners
Oregon
– -$1.96M -48,799 Closed
MCM
70
Maltese Capital Management
New York
– -$1.32M -33,028 Closed
Creative Planning
71
Creative Planning
Kansas
– -$253K -6,307 Closed
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