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Peoples Financial Services

60 hedge funds and large institutions have $79.9M invested in Peoples Financial Services in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2% more funds holding

Funds holding: 5960 (+1)

0.02% more ownership

Funds ownership: 23.63%23.66% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $81.5M → $79.9M (-$1.55M)

50% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 20

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
10
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$15.3M -$250K -5,602 -2%
PFSC
2
Peoples Financial Services Corp
Pennsylvania
$14.7M +$179K +4,012 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.9M +$611K +13,687 +6%
State Street
4
State Street
Massachusetts
$5.75M +$39.1K +875 +0.7%
Franklin Resources
5
Franklin Resources
California
$4M
Northern Trust
6
Northern Trust
Illinois
$3.29M -$24.4K -546 -0.8%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$3.06M -$72.2K -1,617 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.69M +$31.6K +707 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.27M +$18.7K +419 +0.9%
KCM
10
Kennedy Capital Management
Missouri
$1.84M -$59.7K -1,338 -3%
Renaissance Technologies
11
Renaissance Technologies
New York
$1.63M -$116K -2,600 -7%
SHIM
12
Stone House Investment Management
Pennsylvania
$1.34M +$268 +6 +0%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$1.23M
Charles Schwab
14
Charles Schwab
California
$1.21M -$129K -2,881 -10%
Morgan Stanley
15
Morgan Stanley
New York
$1.14M +$104K +2,320 +10%
TCIM
16
TIAA CREF Investment Management
New York
$864K
BAM
17
Berkshire Asset Management
Pennsylvania
$812K
Wells Fargo
18
Wells Fargo
California
$574K -$88.9K -1,991 -14%
TA
19
Teachers Advisors
New York
$533K
California State Teachers Retirement System (CalSTRS)
20
California State Teachers Retirement System (CalSTRS)
California
$476K -$17.8K -398 -4%
Creative Planning
21
Creative Planning
Kansas
$448K -$29.6K -664 -6%
Deutsche Bank
22
Deutsche Bank
Germany
$415K -$496K -11,120 -55%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$394K
BBHC
24
Brown Brothers Harriman & Co
New York
$365K
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$361K

PFIS Hedge Fund Activity: Q1 2018 in Review

60 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q1 2018, worth a combined $79.9M — down 1.9% from $81.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PFIS positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 20 trimmed.

The largest buyer was Vanguard Group, adding an estimated $611K. The largest seller was Deutsche Bank, cutting an estimated $496K.

  • 60 institutional investors held Peoples Financial Services (PFIS) as of Q1 2018, up from 59 in Q4 2017.
  • Funds reported $79.9M of Peoples Financial Services stock for Q1 2018, down 1.9% quarter-over-quarter.
  • 4 funds opened new Peoples Financial Services positions in Q1 2018 and 3 closed out, a net change of +1 holder.
  • The largest Peoples Financial Services buyer in Q1 2018 was Vanguard Group, an estimated $611K added.
  • The largest Peoples Financial Services seller in Q1 2018 was Deutsche Bank, an estimated $496K sold.

Based on aggregated 13F filings for Q1 2018.