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Peoples Financial Services
PFIS

46 hedge funds and large institutions have $59M invested in Peoples Financial Services in 2015 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 9

5% more capital invested

Capital invested by funds: $56M → $59M (+$3.02M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 47 → 46 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
2
Increased
23
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$361K
2
BFA
BlackRock Fund Advisors
California
+$245K
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$147K
4
Citigroup
Citigroup
New York
+$129K
5
State Street
State Street
Massachusetts
+$123K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.59M
2
PFSC
Peoples Financial Services Corp
Pennsylvania
-$665K
3
CNC
Citizens & Northern Corp
Pennsylvania
-$508K
4
NFA
Nationwide Fund Advisors
Ohio
-$463K
5
Deutsche Bank
Deutsche Bank
Germany
-$114K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFSC
1
Peoples Financial Services Corp
Pennsylvania
$12.3M -$665K -16,978 -5%
BFA
2
BlackRock Fund Advisors
California
$7.5M +$245K +6,254 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.88M +$61.7K +1,574 +0.9%
State Street
4
State Street
Massachusetts
$3.94M +$123K +3,135 +3%
Franklin Resources
5
Franklin Resources
California
$3.33M – – –
EA
6
Emerald Advisers
Pennsylvania
$3.22M – – –
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$2.98M +$147K +3,763 +5%
Northern Trust
8
Northern Trust
Illinois
$2.77M +$38.9K +993 +1%
BIT
9
BlackRock Institutional Trust
California
$2.64M +$86.7K +2,212 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.88M +$48.7K +1,243 +3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.62M +$118K +3,016 +8%
TCIM
12
TIAA CREF Investment Management
New York
$1.21M – – –
BIM
13
BlackRock Investment Management
Delaware
$1.11M +$8.11K +207 +0.7%
Charles Schwab
14
Charles Schwab
California
$667K +$12.7K +325 +2%
BAM
15
Berkshire Asset Management
Pennsylvania
$643K +$18.8K +480 +3%
California State Teachers Retirement System (CalSTRS)
16
California State Teachers Retirement System (CalSTRS)
California
$534K +$9.76K +249 +2%
AI
17
Analytic Investors
California
$525K – – –
Creative Planning
18
Creative Planning
Kansas
$524K -$24.4K -622 -4%
TA
19
Teachers Advisors
New York
$404K – – –
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$370K +$6.07K +155 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$352K +$12.8K +327 +4%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$351K +$361K +9,215 New
BBHC
23
Brown Brothers Harriman & Co
New York
$324K – – –
Renaissance Technologies
24
Renaissance Technologies
New York
$301K +$7.8K +199 +3%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$301K +$39.2K +1,000 +14%
1
2

PFIS Hedge Fund Activity: Q4 2015 in Review

46 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q4 2015, worth a combined $59M — up 5.4% from $56M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PFIS and 2 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 23 added.

The largest buyer was Dimensional Fund Advisors, opening a new position worth an estimated $361K. The largest seller was JP Morgan Chase, exiting entirely with an estimated $1.59M sold.

  • 46 institutional investors held Peoples Financial Services (PFIS) as of Q4 2015, down from 47 in Q3 2015.
  • Funds reported $59M of Peoples Financial Services stock for Q4 2015, up 5.4% quarter-over-quarter.
  • 2 funds opened new Peoples Financial Services positions in Q4 2015 and 3 closed out, a net change of -1 holder.
  • The largest Peoples Financial Services buyer in Q4 2015 was Dimensional Fund Advisors, an estimated $361K added.
  • The largest Peoples Financial Services seller in Q4 2015 was JP Morgan Chase, an estimated $1.59M sold.

Based on aggregated 13F filings for Q4 2015.