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Peoples Financial Services

47 hedge funds and large institutions have $56M invested in Peoples Financial Services in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 4947 (-2)

13% less capital invested

Capital invested by funds: $64.1M → $56M (-$8.09M)

35% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 20

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
13
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
1
Peoples Financial Services Corp
Pennsylvania
$11.9M -$373K -9,923 -3%
BFA
2
BlackRock Fund Advisors
California
$6.66M -$87.8K -2,337 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.26M +$101K +2,702 +2%
State Street
4
State Street
Massachusetts
$3.5M -$40.3K -1,074 -1%
Franklin Resources
5
Franklin Resources
California
$3.06M
EA
6
Emerald Advisers
Pennsylvania
$2.95M +$589K +15,677 +23%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$2.6M -$30.7K -818 -1%
Northern Trust
8
Northern Trust
Illinois
$2.5M +$27.2K +723 +1%
BIT
9
BlackRock Institutional Trust
California
$2.34M +$97K +2,582 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.68M +$19.6K +523 +1%
JP Morgan Chase
11
JP Morgan Chase
New York
$1.59M -$571K -15,200 -25%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.38M -$290K -7,720 -16%
TCIM
13
TIAA CREF Investment Management
New York
$1.1M
BIM
14
BlackRock Investment Management
Delaware
$1.01M +$16.4K +438 +2%
Charles Schwab
15
Charles Schwab
California
$601K -$95.4K -2,541 -13%
NFA
16
Nationwide Fund Advisors
Ohio
$589K -$218K -5,800 -26%
BAM
17
Berkshire Asset Management
Pennsylvania
$573K -$37.6K -1,000 -6%
CNC
18
Citizens & Northern Corp
Pennsylvania
$508K
Creative Planning
19
Creative Planning
Kansas
$502K +$540K +14,370 New
California State Teachers Retirement System (CalSTRS)
20
California State Teachers Retirement System (CalSTRS)
California
$482K
AI
21
Analytic Investors
California
$481K -$2.22K -59 -0.4%
TA
22
Teachers Advisors
New York
$370K
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$334K +$20.2K +538 +6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$312K -$51.5K -1,370 -13%
Deutsche Bank
25
Deutsche Bank
Germany
$298K +$255K +6,793 +371%

PFIS Hedge Fund Activity: Q3 2015 in Review

47 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q3 2015, worth a combined $56M — down 13% from $64.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PFIS and 2 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 13 added.

The largest buyer was Emerald Advisers, adding an estimated $589K. The largest seller was JP Morgan Chase, cutting an estimated $571K.

  • 47 institutional investors held Peoples Financial Services (PFIS) as of Q3 2015, down from 49 in Q2 2015.
  • Funds reported $56M of Peoples Financial Services stock for Q3 2015, down 13% quarter-over-quarter.
  • 2 funds opened new Peoples Financial Services positions in Q3 2015 and 4 closed out, a net change of -2 holders.
  • The largest Peoples Financial Services buyer in Q3 2015 was Emerald Advisers, an estimated $589K added.
  • The largest Peoples Financial Services seller in Q3 2015 was JP Morgan Chase, an estimated $571K sold.

Based on aggregated 13F filings for Q3 2015.