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Peoples Financial Services

68 hedge funds and large institutions have $96.8M invested in Peoples Financial Services in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.29% less ownership

Funds ownership: 32.21%31.92% (-0.29%)

1% less funds holding

Funds holding: 6968 (-1)

12% less capital invested

Capital invested by funds: $110M → $96.8M (-$13.6M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
17
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Advisornet Financial
Minnesota
$86.2K
GRP
52
Global Retirement Partners
California
$82.8K
Citigroup
53
Citigroup
New York
$62.6K +$15.6K +365 +34%
CB
54
Community Bank
New York
$52.5K
LSV Asset Management
55
LSV Asset Management
Illinois
$49K -$12.9K -300 -21%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$29.7K -$18.9K -440 -39%
AIP
57
Ameritas Investment Partners
Nebraska
$29.1K
Legal & General Group
58
Legal & General Group
United Kingdom
$26K
Fidelity Investments
59
Fidelity Investments
Massachusetts
$16.2K -$2.57K -60 -14%
Canada Life
60
Canada Life
Manitoba, Canada
$16K -$986 -23 -6%
MLICM
61
Metropolitan Life Insurance Company (MetLife)
New York
$14.8K
AB
62
Amalgamated Bank
New York
$11K -$16K -373 -60%
APC
63
Aspire Private Capital
North Carolina
$10.1K
TRCT
64
Tower Research Capital (TRC)
New York
$1.21K -$14.9K -347 -93%
Nisa Investment Advisors
65
Nisa Investment Advisors
Missouri
$129
AWM
66
Avior Wealth Management
Nebraska
$43 -$3.34K -78 -99%
HNB
67
Huntington National Bank
Ohio
$43
ZIM
68
Zacks Investment Management
Illinois
-$900K -18,480 Closed
TI
69
Trexquant Investment
Connecticut
-$281K -5,761 Closed
RCM
70
Raleigh Capital Management
North Carolina
-$4.24K -87 Closed
ASN
71
Advisory Services Network
Georgia
-$2.09K -43 Closed
AF
72
Allworth Financial
California
-$877 -18 Closed
C
73
Covestor
United Kingdom
-$129 -3 Closed
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
+$86 +2 New

PFIS Hedge Fund Activity: Q1 2024 in Review

68 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q1 2024, worth a combined $96.8M — down 12% from $110M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PFIS and 5 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 17 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $796K. The largest seller was Peoples Financial Services Corp, cutting an estimated $1.84M.

  • 68 institutional investors held Peoples Financial Services (PFIS) as of Q1 2024, down from 69 in Q4 2023.
  • Funds reported $96.8M of Peoples Financial Services stock for Q1 2024, down 12% quarter-over-quarter.
  • 5 funds opened new Peoples Financial Services positions in Q1 2024 and 6 closed out, a net change of -1 holder.
  • The largest Peoples Financial Services buyer in Q1 2024 was Millennium Management, an estimated $796K added.
  • The largest Peoples Financial Services seller in Q1 2024 was Peoples Financial Services Corp, an estimated $1.84M sold.

Based on aggregated 13F filings for Q1 2024.