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Peoples Financial Services

95 hedge funds and large institutions have $156M invested in Peoples Financial Services in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

55% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 22

14% more capital invested

Capital invested by funds: $137M → $156M (+$19.3M)

13% more funds holding

Funds holding: 8495 (+11)

1.26% more ownership

Funds ownership: 29.32%30.57% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
95
Holders Change
+11
Holders Change %
+13.1%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
34
Reduced
22
Closed
6
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
76
Legal & General Group
United Kingdom
$43K
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$34.1K
Canada Life
78
Canada Life
Manitoba, Canada
$27K +$5.8K +114 +27%
RS
79
R Squared
Hong Kong
$15.9K +$15.8K +310 New
TRCT
80
Tower Research Capital (TRC)
New York
$14.6K -$7.73K -152 -35%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$12.8K +$6.81K +134 +116%
AB
82
Amalgamated Bank
New York
$12K
SCM
83
Sterling Capital Management
North Carolina
$11.6K +$10.3K +202 +842%
VCM
84
Versant Capital Management
Arizona
$10.1K +$10K +197 New
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$6K +$966 +19 +19%
Jones Financial Companies
86
Jones Financial Companies
Missouri
$3.07K
HCA
87
Harbor Capital Advisors
Illinois
$3K -$51 -1 -2%
RWPA
88
Richard W. Paul & Associates
Michigan
$1.13K
Creative Planning
89
Creative Planning
Kansas
$1.02K +$1.02K +20 New
GI
90
GAMMA Investing
California
$921 +$915 +18 New
GEA
91
Glen Eagle Advisors
New Jersey
$717
SS
92
SBI Securities
Japan
$205 +$203 +4 New
Nisa Investment Advisors
93
Nisa Investment Advisors
Missouri
$154
AAP
94
Arax Advisory Partners
Colorado
$52 -$407 -8 -89%
HNB
95
Huntington National Bank
Ohio
$51
SO
96
STRS Ohio
Ohio
-$464K -9,900 Closed
Jane Street
97
Jane Street
New York
-$309K -6,599 Closed
UCI
98
Uncommon Cents Investing
Wisconsin
-$72.7K -1,550 Closed
APC
99
Aspire Private Capital
North Carolina
-$11K -235 Closed
CFM
100
Catalyst Funds Management
Australia
-$7.69K -164 Closed

PFIS Hedge Fund Activity: Q4 2024 in Review

95 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q4 2024, worth a combined $156M — up 14% from $137M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PFIS positions and 6 closed out — a net gain of 11 holders — while 34 added to existing stakes and 22 trimmed.

The largest buyer was Segall Bryant & Hamill, opening a new position worth an estimated $1.91M. The largest seller was Peoples Financial Services Corp, cutting an estimated $696K.

  • 95 institutional investors held Peoples Financial Services (PFIS) as of Q4 2024, up from 84 in Q3 2024.
  • Funds reported $156M of Peoples Financial Services stock for Q4 2024, up 14% quarter-over-quarter.
  • 17 funds opened new Peoples Financial Services positions in Q4 2024 and 6 closed out, a net change of +11 holders.
  • The largest Peoples Financial Services buyer in Q4 2024 was Segall Bryant & Hamill, an estimated $1.91M added.
  • The largest Peoples Financial Services seller in Q4 2024 was Peoples Financial Services Corp, an estimated $696K sold.

Based on aggregated 13F filings for Q4 2024.