We are live on ! Find out more
PFIS icon

Peoples Financial Services

49 hedge funds and large institutions have $75.5M invested in Peoples Financial Services in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

7% more funds holding

Funds holding: 4649 (+3)

3% more capital invested

Capital invested by funds: $73.5M → $75.5M (+$2.07M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
18
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
1
Peoples Financial Services Corp
Pennsylvania
$16.6M -$203K -4,116 -1%
BFA
2
BlackRock Fund Advisors
California
$8.25M -$404K -8,191 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.87M +$1.63M +33,097 +24%
JP Morgan Chase
4
JP Morgan Chase
New York
$5.26M +$4.51M +91,600 +403%
Franklin Resources
5
Franklin Resources
California
$4.03M
State Street
6
State Street
Massachusetts
$3.98M +$178K +3,606 +4%
Northern Trust
7
Northern Trust
Illinois
$3.49M +$2.79M +56,635 +294%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$3.46M -$98K -1,989 -3%
BIT
9
BlackRock Institutional Trust
California
$3.42M -$138K -2,810 -4%
EA
10
Emerald Advisers
Pennsylvania
$3.41M +$1.32M +26,846 +57%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.04M +$326K +6,616 +18%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.79M +$156K +3,169 +9%
TCIM
13
TIAA CREF Investment Management
New York
$1.49M
NFA
14
Nationwide Fund Advisors
Ohio
$1.47M +$1.13M +23,013 +257%
BIM
15
BlackRock Investment Management
Delaware
$1.13M +$52.4K +1,063 +5%
Charles Schwab
16
Charles Schwab
California
$812K +$20.1K +408 +2%
BAM
17
Berkshire Asset Management
Pennsylvania
$755K
RAM
18
Riggs Asset Management
Pennsylvania
$695K
CNC
19
Citizens & Northern Corp
Pennsylvania
$669K +$717K +14,555 New
California State Teachers Retirement System (CalSTRS)
20
California State Teachers Retirement System (CalSTRS)
California
$643K +$8.82K +179 +1%
AI
21
Analytic Investors
California
$619K +$663K +13,449 New
TA
22
Teachers Advisors
New York
$488K
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$457K
BBHC
24
Brown Brothers Harriman & Co
New York
$391K -$1.23M -24,906 -75%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$379K

PFIS Hedge Fund Activity: Q3 2014 in Review

49 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q3 2014, worth a combined $75.5M — up 2.8% from $73.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PFIS positions and 5 closed out — a net gain of 3 holders — while 18 added to existing stakes and 9 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.51M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $1.23M.

  • 49 institutional investors held Peoples Financial Services (PFIS) as of Q3 2014, up from 46 in Q2 2014.
  • Funds reported $75.5M of Peoples Financial Services stock for Q3 2014, up 2.8% quarter-over-quarter.
  • 8 funds opened new Peoples Financial Services positions in Q3 2014 and 5 closed out, a net change of +3 holders.
  • The largest Peoples Financial Services buyer in Q3 2014 was JP Morgan Chase, an estimated $4.51M added.
  • The largest Peoples Financial Services seller in Q3 2014 was Brown Brothers Harriman & Co, an estimated $1.23M sold.

Based on aggregated 13F filings for Q3 2014.