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Peoples Financial Services

58 hedge funds and large institutions have $72.7M invested in Peoples Financial Services in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

5% more funds holding

Funds holding: 5558 (+3)

5% more capital invested

Capital invested by funds: $69.1M → $72.7M (+$3.61M)

0.1% more ownership

Funds ownership: 22.38%22.48% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

25% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 20

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
15
Reduced
20
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$14.5M +$330K +7,782 +2%
PFSC
2
Peoples Financial Services Corp
Pennsylvania
$13.9M -$52.8K -1,246 -0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.88M +$51.4K +1,212 +0.6%
State Street
4
State Street
Massachusetts
$5.31M +$386K +9,106 +8%
Franklin Resources
5
Franklin Resources
California
$3.83M
Northern Trust
6
Northern Trust
Illinois
$3.25M +$33.7K +796 +1%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$3.02M -$21.2K -500 -0.7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.58M +$158K +3,730 +7%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.05M +$1.15K +27 +0.1%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.83M -$178K -4,200 -9%
SHIM
11
Stone House Investment Management
Pennsylvania
$1.3M -$31.5K -744 -2%
Charles Schwab
12
Charles Schwab
California
$891K +$4.03K +95 +0.5%
TCIM
13
TIAA CREF Investment Management
New York
$848K -$113K -2,670 -12%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$847K +$143K +3,376 +21%
KCM
15
Kennedy Capital Management
Missouri
$823K +$27.5K +648 +4%
Wells Fargo
16
Wells Fargo
California
$718K -$108K -2,553 -13%
BAM
17
Berkshire Asset Management
Pennsylvania
$718K
Deutsche Bank
18
Deutsche Bank
Germany
$711K +$102K +2,403 +17%
Morgan Stanley
19
Morgan Stanley
New York
$611K -$32.3K -761 -5%
California State Teachers Retirement System (CalSTRS)
20
California State Teachers Retirement System (CalSTRS)
California
$530K -$72.1K -1,700 -12%
TA
21
Teachers Advisors
New York
$511K
Creative Planning
22
Creative Planning
Kansas
$476K -$8.48K -200 -2%
MAM
23
Martingale Asset Management
Massachusetts
$407K -$42 -1 -0%
ST
24
Sabal Trust
Florida
$405K +$392K +9,250 New
BBHC
25
Brown Brothers Harriman & Co
New York
$372K

PFIS Hedge Fund Activity: Q2 2017 in Review

58 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q2 2017, worth a combined $72.7M — up 5.2% from $69.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PFIS positions and 2 closed out — a net gain of 3 holders — while 15 added to existing stakes and 20 trimmed.

The largest buyer was Sabal Trust, opening a new position worth an estimated $392K. The largest seller was JP Morgan Chase, exiting entirely with an estimated $203K sold.

  • 58 institutional investors held Peoples Financial Services (PFIS) as of Q2 2017, up from 55 in Q1 2017.
  • Funds reported $72.7M of Peoples Financial Services stock for Q2 2017, up 5.2% quarter-over-quarter.
  • 5 funds opened new Peoples Financial Services positions in Q2 2017 and 2 closed out, a net change of +3 holders.
  • The largest Peoples Financial Services buyer in Q2 2017 was Sabal Trust, an estimated $392K added.
  • The largest Peoples Financial Services seller in Q2 2017 was JP Morgan Chase, an estimated $203K sold.

Based on aggregated 13F filings for Q2 2017.