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Peoples Financial Services

63 hedge funds and large institutions have $85.1M invested in Peoples Financial Services in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

7% more capital invested

Capital invested by funds: $79.9M → $85.1M (+$5.19M)

5% more funds holding

Funds holding: 6063 (+3)

0.8% more ownership

Funds ownership: 23.66%24.46% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
18
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$16.4M +$635K +13,459 +4%
PFSC
2
Peoples Financial Services Corp
Pennsylvania
$14.8M -$277K -5,880 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.9M +$639K +13,537 +6%
State Street
4
State Street
Massachusetts
$5.93M +$12.9K +274 +0.2%
Franklin Resources
5
Franklin Resources
California
$4.12M
Northern Trust
6
Northern Trust
Illinois
$3.57M +$188K +3,980 +6%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$3.49M +$344K +7,284 +11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.96M +$186K +3,944 +7%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.33M -$9.2K -195 -0.4%
KCM
10
Kennedy Capital Management
Missouri
$1.89M
Renaissance Technologies
11
Renaissance Technologies
New York
$1.82M +$142K +3,000 +8%
Charles Schwab
12
Charles Schwab
California
$1.58M +$339K +7,175 +27%
SHIM
13
Stone House Investment Management
Pennsylvania
$1.38M +$283 +6 +0%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.25M -$11.4K -241 -0.9%
Morgan Stanley
15
Morgan Stanley
New York
$1.13M -$47.9K -1,014 -4%
BAM
16
Berkshire Asset Management
Pennsylvania
$837K
TCIM
17
TIAA CREF Investment Management
New York
$773K -$117K -2,486 -13%
Deutsche Bank
18
Deutsche Bank
Germany
$680K +$251K +5,316 +58%
Wells Fargo
19
Wells Fargo
California
$559K -$32.8K -696 -6%
TA
20
Teachers Advisors
New York
$549K
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$496K +$5K +106 +1%
Creative Planning
22
Creative Planning
Kansas
$442K -$20K -423 -4%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$439K +$441K +9,341 New
BBHC
24
Brown Brothers Harriman & Co
New York
$376K
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$371K

PFIS Hedge Fund Activity: Q2 2018 in Review

63 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q2 2018, worth a combined $85.1M — up 6.5% from $79.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PFIS positions and 4 closed out — a net gain of 3 holders — while 18 added to existing stakes and 15 trimmed.

The largest buyer was Vanguard Group, adding an estimated $639K. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $394K sold.

  • 63 institutional investors held Peoples Financial Services (PFIS) as of Q2 2018, up from 60 in Q1 2018.
  • Funds reported $85.1M of Peoples Financial Services stock for Q2 2018, up 6.5% quarter-over-quarter.
  • 7 funds opened new Peoples Financial Services positions in Q2 2018 and 4 closed out, a net change of +3 holders.
  • The largest Peoples Financial Services buyer in Q2 2018 was Vanguard Group, an estimated $639K added.
  • The largest Peoples Financial Services seller in Q2 2018 was Hotchkis & Wiley Capital Management, an estimated $394K sold.

Based on aggregated 13F filings for Q2 2018.