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Peoples Financial Services

55 hedge funds and large institutions have $69.1M invested in Peoples Financial Services in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

2% more funds holding

Funds holding: 5455 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.32% less ownership

Funds ownership: 22.7%22.38% (-0.32%)

12% less capital invested

Capital invested by funds: $78.5M → $69.1M (-$9.44M)

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
24
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$13.5M +$14M +322,376 +20,812%
PFSC
2
Peoples Financial Services Corp
Pennsylvania
$13.3M -$407K -9,354 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.44M +$102K +2,342 +1%
State Street
4
State Street
Massachusetts
$4.7M +$13.6K +313 +0.3%
Franklin Resources
5
Franklin Resources
California
$3.66M
Northern Trust
6
Northern Trust
Illinois
$3.07M +$54.4K +1,249 +2%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$2.91M +$107K +2,454 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.31M +$32.6K +748 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.96M +$108K +2,473 +6%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.92M +$8.71K +200 +0.4%
SHIM
11
Stone House Investment Management
Pennsylvania
$1.27M +$305 +7 +0%
TCIM
12
TIAA CREF Investment Management
New York
$922K -$28.2K -647 -3%
Charles Schwab
13
Charles Schwab
California
$848K +$37.2K +855 +4%
Wells Fargo
14
Wells Fargo
California
$793K -$43.7K -1,005 -5%
KCM
15
Kennedy Capital Management
Missouri
$760K +$190K +4,370 +32%
BAM
16
Berkshire Asset Management
Pennsylvania
$686K
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$668K +$57.9K +1,330 +9%
Morgan Stanley
18
Morgan Stanley
New York
$615K -$445K -10,225 -41%
Deutsche Bank
19
Deutsche Bank
Germany
$579K -$157K -3,600 -21%
California State Teachers Retirement System (CalSTRS)
20
California State Teachers Retirement System (CalSTRS)
California
$577K -$17.4K -400 -3%
TA
21
Teachers Advisors
New York
$488K +$24.8K +569 +5%
Creative Planning
22
Creative Planning
Kansas
$463K -$34.8K -800 -7%
MAM
23
Martingale Asset Management
Massachusetts
$389K +$104K +2,400 +35%
BBHC
24
Brown Brothers Harriman & Co
New York
$355K
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$343K +$13K +298 +4%

PFIS Hedge Fund Activity: Q1 2017 in Review

55 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q1 2017, worth a combined $69.1M — down 12% from $78.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PFIS positions and 2 closed out — a net gain of 5 holders — while 24 added to existing stakes and 16 trimmed.

The largest buyer was BlackRock, adding an estimated $14M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $532K sold.

  • 55 institutional investors held Peoples Financial Services (PFIS) as of Q1 2017, up from 54 in Q4 2016.
  • Funds reported $69.1M of Peoples Financial Services stock for Q1 2017, down 12% quarter-over-quarter.
  • 7 funds opened new Peoples Financial Services positions in Q1 2017 and 2 closed out, a net change of +5 holders.
  • The largest Peoples Financial Services buyer in Q1 2017 was BlackRock, an estimated $14M added.
  • The largest Peoples Financial Services seller in Q1 2017 was Susquehanna International Group, an estimated $532K sold.

Based on aggregated 13F filings for Q1 2017.