We are live on ! Find out more
PFIS icon

Peoples Financial Services

57 hedge funds and large institutions have $82.2M invested in Peoples Financial Services in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

13% more capital invested

Capital invested by funds: $72.7M → $82.2M (+$9.49M)

0.77% more ownership

Funds ownership: 22.48%23.25% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 5857 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
18
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$16.2M +$316K +7,376 +2%
PFSC
2
Peoples Financial Services Corp
Pennsylvania
$15.2M -$15.8K -368 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.1M +$307K +7,157 +4%
State Street
4
State Street
Massachusetts
$5.85M +$37.7K +880 +0.7%
Franklin Resources
5
Franklin Resources
California
$4.18M
Northern Trust
6
Northern Trust
Illinois
$3.55M -$1.33K -31 -0%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$3.28M -$23.7K -554 -0.8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.75M -$53.6K -1,252 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.19M -$46.7K -1,090 -2%
Renaissance Technologies
10
Renaissance Technologies
New York
$2.05M +$45.4K +1,059 +3%
KCM
11
Kennedy Capital Management
Missouri
$2.01M +$993K +23,168 +123%
SHIM
12
Stone House Investment Management
Pennsylvania
$1.42M +$300 +7 +0%
Charles Schwab
13
Charles Schwab
California
$1.33M +$323K +7,546 +37%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.18M +$229K +5,336 +28%
TCIM
15
TIAA CREF Investment Management
New York
$937K +$9.3K +217 +1%
Morgan Stanley
16
Morgan Stanley
New York
$901K +$210K +4,893 +35%
BAM
17
Berkshire Asset Management
Pennsylvania
$784K
Wells Fargo
18
Wells Fargo
California
$778K -$5.91K -138 -0.8%
Deutsche Bank
19
Deutsche Bank
Germany
$688K -$79.8K -1,862 -11%
TA
20
Teachers Advisors
New York
$559K
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$527K -$46.2K -1,079 -9%
Creative Planning
22
Creative Planning
Kansas
$515K -$4.29K -100 -0.9%
MAM
23
Martingale Asset Management
Massachusetts
$445K
ST
24
Sabal Trust
Florida
$430K -$10.7K -250 -3%
BBHC
25
Brown Brothers Harriman & Co
New York
$406K

PFIS Hedge Fund Activity: Q3 2017 in Review

57 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q3 2017, worth a combined $82.2M — up 13% from $72.7M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PFIS and 2 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 18 added.

The largest buyer was Kennedy Capital Management, adding an estimated $993K. The largest seller was SG Americas Securities, exiting entirely with an estimated $139K sold.

  • 57 institutional investors held Peoples Financial Services (PFIS) as of Q3 2017, down from 58 in Q2 2017.
  • Funds reported $82.2M of Peoples Financial Services stock for Q3 2017, up 13% quarter-over-quarter.
  • 2 funds opened new Peoples Financial Services positions in Q3 2017 and 3 closed out, a net change of -1 holder.
  • The largest Peoples Financial Services buyer in Q3 2017 was Kennedy Capital Management, an estimated $993K added.
  • The largest Peoples Financial Services seller in Q3 2017 was SG Americas Securities, an estimated $139K sold.

Based on aggregated 13F filings for Q3 2017.