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Peoples Financial Services

59 hedge funds and large institutions have $81.5M invested in Peoples Financial Services in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

4% more funds holding

Funds holding: 5759 (+2)

0.39% more ownership

Funds ownership: 23.25%23.63% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $82.2M → $81.5M (-$762K)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
17
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$15.9M +$128K +2,725 +0.8%
PFSC
2
Peoples Financial Services Corp
Pennsylvania
$14.8M -$11K -234 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.5M +$744K +15,801 +8%
State Street
4
State Street
Massachusetts
$5.83M +$126K +2,682 +2%
Franklin Resources
5
Franklin Resources
California
$4.08M
Northern Trust
6
Northern Trust
Illinois
$3.38M -$82K -1,742 -2%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$3.2M
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.71M +$27.5K +585 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.29M +$162K +3,446 +8%
KCM
10
Kennedy Capital Management
Missouri
$1.94M -$17.6K -374 -0.9%
Renaissance Technologies
11
Renaissance Technologies
New York
$1.79M -$210K -4,459 -10%
SHIM
12
Stone House Investment Management
Pennsylvania
$1.37M -$13.5K -286 -1%
Charles Schwab
13
Charles Schwab
California
$1.37M +$66.1K +1,404 +5%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.25M +$105K +2,230 +9%
Morgan Stanley
15
Morgan Stanley
New York
$1.05M +$177K +3,766 +20%
Deutsche Bank
16
Deutsche Bank
Germany
$939K +$273K +5,808 +40%
TCIM
17
TIAA CREF Investment Management
New York
$881K -$32K -680 -3%
BAM
18
Berkshire Asset Management
Pennsylvania
$829K +$65.1K +1,383 +8%
Wells Fargo
19
Wells Fargo
California
$678K -$80.6K -1,713 -11%
TA
20
Teachers Advisors
New York
$544K
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$505K -$9.41K -200 -2%
Creative Planning
22
Creative Planning
Kansas
$488K -$14.1K -300 -3%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$402K +$406K +8,633 New
BBHC
24
Brown Brothers Harriman & Co
New York
$373K -$23.5K -500 -6%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$368K

PFIS Hedge Fund Activity: Q4 2017 in Review

59 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q4 2017, worth a combined $81.5M — down 0.93% from $82.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PFIS positions and 4 closed out — a net gain of 2 holders — while 17 added to existing stakes and 19 trimmed.

The largest buyer was Vanguard Group, adding an estimated $744K. The largest seller was Credit Suisse, exiting entirely with an estimated $250K sold.

  • 59 institutional investors held Peoples Financial Services (PFIS) as of Q4 2017, up from 57 in Q3 2017.
  • Funds reported $81.5M of Peoples Financial Services stock for Q4 2017, down 0.93% quarter-over-quarter.
  • 6 funds opened new Peoples Financial Services positions in Q4 2017 and 4 closed out, a net change of +2 holders.
  • The largest Peoples Financial Services buyer in Q4 2017 was Vanguard Group, an estimated $744K added.
  • The largest Peoples Financial Services seller in Q4 2017 was Credit Suisse, an estimated $250K sold.

Based on aggregated 13F filings for Q4 2017.