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Peoples Financial Services

69 hedge funds and large institutions have $108M invested in Peoples Financial Services in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

12% more capital invested

Capital invested by funds: $96.8M → $108M (+$11.4M)

1.75% more ownership

Funds ownership: 31.92%33.67% (+1.7%)

1% more funds holding

Funds holding: 6869 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
28
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$103K +$73.9K +1,887 +503%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$95.7K -$50.9K -1,299 -38%
AF
53
Advisornet Financial
Minnesota
$91.1K
GRP
54
Global Retirement Partners
California
$87.5K
TRCT
55
Tower Research Capital (TRC)
New York
$74.5K +$63K +1,608 +5,743%
CB
56
Community Bank
New York
$55.5K
Legal & General Group
57
Legal & General Group
United Kingdom
$38.3K +$9.36K +239 +40%
AIP
58
Ameritas Investment Partners
Nebraska
$30.8K
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$30.4K -$901 -23 -3%
Canada Life
60
Canada Life
Manitoba, Canada
$17K -$196 -5 -1%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$13.8K +$11.9K +303 New
AB
62
Amalgamated Bank
New York
$11K
APC
63
Aspire Private Capital
North Carolina
$10.7K
Jones Financial Companies
64
Jones Financial Companies
Missouri
$2.73K +$2.35K +60 New
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.37K +35 +1,750%
AAP
66
Arax Advisory Partners
Colorado
$410 +$353 +9 New
Nisa Investment Advisors
67
Nisa Investment Advisors
Missouri
$137
HNB
68
Huntington National Bank
Ohio
$46
Citadel Advisors
69
Citadel Advisors
Florida
-$514K -11,918 Closed
QC
70
Quadrature Capital
United Kingdom
-$460K -10,707 Closed
Squarepoint
71
Squarepoint
New York
-$208K -4,824 Closed
AIG
72
American International Group
New York
-$146K -3,382 Closed
SG Americas Securities
73
SG Americas Securities
New York
-$104K -2,415 Closed
LSV Asset Management
74
LSV Asset Management
Illinois
-$49K -1,147 Closed
MLICM
75
Metropolitan Life Insurance Company (MetLife)
New York
-$14.8K -344 Closed

PFIS Hedge Fund Activity: Q2 2024 in Review

69 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q2 2024, worth a combined $108M — up 12% from $96.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PFIS positions and 8 closed out — a net gain of 1 holder — while 28 added to existing stakes and 17 trimmed.

The largest buyer was BlackRock, adding an estimated $3.43M. The largest seller was Peoples Financial Services Corp, cutting an estimated $2.46M.

  • 69 institutional investors held Peoples Financial Services (PFIS) as of Q2 2024, up from 68 in Q1 2024.
  • Funds reported $108M of Peoples Financial Services stock for Q2 2024, up 12% quarter-over-quarter.
  • 9 funds opened new Peoples Financial Services positions in Q2 2024 and 8 closed out, a net change of +1 holder.
  • The largest Peoples Financial Services buyer in Q2 2024 was BlackRock, an estimated $3.43M added.
  • The largest Peoples Financial Services seller in Q2 2024 was Peoples Financial Services Corp, an estimated $2.46M sold.

Based on aggregated 13F filings for Q2 2024.