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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
AWM
76
Avior Wealth Management
Nebraska
-$43 -1 Closed
C
77
Covestor
United Kingdom
+$235 +6 New

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.