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Peoples Financial Services

50 hedge funds and large institutions have $73.3M invested in Peoples Financial Services in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

2% more funds holding

Funds holding: 4950 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less capital invested

Capital invested by funds: $82.1M → $73.3M (-$8.83M)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
14
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
1
Peoples Financial Services Corp
Pennsylvania
$15.9M -$33.3K -762 -0.2%
BFA
2
BlackRock Fund Advisors
California
$9.18M -$78.1K -1,787 -0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.91M +$158K +3,624 +2%
State Street
4
State Street
Massachusetts
$4.21M +$228K +5,219 +6%
Franklin Resources
5
Franklin Resources
California
$3.93M
BIT
6
BlackRock Institutional Trust
California
$3.41M +$131K +3,009 +4%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$3.3M -$72.4K -1,658 -2%
Northern Trust
8
Northern Trust
Illinois
$3.25M +$30K +687 +1%
JP Morgan Chase
9
JP Morgan Chase
New York
$3.1M -$620K -14,200 -17%
EA
10
Emerald Advisers
Pennsylvania
$2.9M
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.05M +$45.3K +1,036 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.03M -$83.6K -1,914 -4%
TCIM
13
TIAA CREF Investment Management
New York
$1.43M -$30.8K -705 -2%
NFA
14
Nationwide Fund Advisors
Ohio
$1.16M -$20.6K -472 -2%
BIM
15
BlackRock Investment Management
Delaware
$1.12M +$18.9K +433 +2%
Charles Schwab
16
Charles Schwab
California
$856K +$40.5K +928 +5%
BAM
17
Berkshire Asset Management
Pennsylvania
$736K
RAM
18
Riggs Asset Management
Pennsylvania
$678K
CNC
19
Citizens & Northern Corp
Pennsylvania
$653K
AI
20
Analytic Investors
California
$622K -$52.4K -1,200 -8%
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$621K -$8.74K -200 -1%
TA
22
Teachers Advisors
New York
$476K
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$447K +$1.14K +26 +0.3%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$409K +$26.2K +600 +7%
BBHC
25
Brown Brothers Harriman & Co
New York
$381K

PFIS Hedge Fund Activity: Q1 2015 in Review

50 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q1 2015, worth a combined $73.3M — down 11% from $82.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PFIS positions and 2 closed out — a net gain of 1 holder — while 14 added to existing stakes and 17 trimmed.

The largest buyer was State Street, adding an estimated $228K. The largest seller was JP Morgan Chase, cutting an estimated $620K.

  • 50 institutional investors held Peoples Financial Services (PFIS) as of Q1 2015, up from 49 in Q4 2014.
  • Funds reported $73.3M of Peoples Financial Services stock for Q1 2015, down 11% quarter-over-quarter.
  • 3 funds opened new Peoples Financial Services positions in Q1 2015 and 2 closed out, a net change of +1 holder.
  • The largest Peoples Financial Services buyer in Q1 2015 was State Street, an estimated $228K added.
  • The largest Peoples Financial Services seller in Q1 2015 was JP Morgan Chase, an estimated $620K sold.

Based on aggregated 13F filings for Q1 2015.