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Peoples Financial Services

56 hedge funds and large institutions have $76.7M invested in Peoples Financial Services in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.02% less ownership

Funds ownership: 24.46%24.44% (-0.02%)

10% less capital invested

Capital invested by funds: $85.1M → $76.7M (-$8.42M)

11% less funds holding

Funds holding: 6356 (-7)

88% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 8

Holders
56
Holders Change
-7
Holders Change %
-11.11%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
21
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$14.9M +$131K +2,862 +0.8%
PFSC
2
Peoples Financial Services Corp
Pennsylvania
$13.5M +$87.7K +1,921 +0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.8M +$86.4K +1,893 +0.7%
State Street
4
State Street
Massachusetts
$5.39M +$44.9K +984 +0.8%
Franklin Resources
5
Franklin Resources
California
$3.71M
Northern Trust
6
Northern Trust
Illinois
$3.27M +$53.5K +1,173 +2%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$3.01M -$145K -3,184 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.76M +$106K +2,320 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.06M -$43.9K -962 -2%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.72M +$76.1K +1,667 +4%
KCM
11
Kennedy Capital Management
Missouri
$1.71M
Charles Schwab
12
Charles Schwab
California
$1.56M +$140K +3,071 +9%
SHIM
13
Stone House Investment Management
Pennsylvania
$1.23M -$15.7K -344 -1%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.13M
Morgan Stanley
15
Morgan Stanley
New York
$885K -$139K -3,041 -13%
BAM
16
Berkshire Asset Management
Pennsylvania
$696K -$63.1K -1,383 -8%
TCIM
17
TIAA CREF Investment Management
New York
$690K -$6.75K -148 -0.9%
Deutsche Bank
18
Deutsche Bank
Germany
$680K +$72.9K +1,597 +11%
Wells Fargo
19
Wells Fargo
California
$522K +$20.9K +459 +4%
TA
20
Teachers Advisors
New York
$491K -$4.29K -94 -0.8%
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$450K +$3.19K +70 +0.7%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$391K -$5.16K -113 -1%
Creative Planning
23
Creative Planning
Kansas
$370K -$30.3K -664 -7%
BBHC
24
Brown Brothers Harriman & Co
New York
$353K +$14.4K +316 +4%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$335K

PFIS Hedge Fund Activity: Q3 2018 in Review

56 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q3 2018, worth a combined $76.7M — down 9.9% from $85.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PFIS and 1 opened new positions — a net loss of 7 holders — while 13 trimmed existing stakes and 21 added.

The largest buyer was Charles Schwab, adding an estimated $140K. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $243K sold.

  • 56 institutional investors held Peoples Financial Services (PFIS) as of Q3 2018, down from 63 in Q2 2018.
  • Funds reported $76.7M of Peoples Financial Services stock for Q3 2018, down 9.9% quarter-over-quarter.
  • 1 fund opened new Peoples Financial Services positions in Q3 2018 and 8 closed out, a net change of -7 holders.
  • The largest Peoples Financial Services buyer in Q3 2018 was Charles Schwab, an estimated $140K added.
  • The largest Peoples Financial Services seller in Q3 2018 was Manulife (Manufacturers Life Insurance), an estimated $243K sold.

Based on aggregated 13F filings for Q3 2018.