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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
CPA
101
Capital Performance Advisors
California
-$609 -13 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.