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Peoples Financial Services

55 hedge funds and large institutions have $80.5M invested in Peoples Financial Services in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

5% more capital invested

Capital invested by funds: $76.7M → $80.5M (+$3.81M)

0.25% more ownership

Funds ownership: 24.44%24.69% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 5655 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
23
Reduced
14
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 +$396K +9,318 +3%
PFSC
2
Peoples Financial Services Corp
Pennsylvania
$14M -$2.46K -58 -0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.3M +$86.8K +2,044 +0.8%
State Street
4
State Street
Massachusetts
$5.3M -$297K -7,003 -6%
Franklin Resources
5
Franklin Resources
California
$3.86M
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$3.8M +$643K +15,130 +21%
Northern Trust
7
Northern Trust
Illinois
$3.39M -$11.7K -275 -0.4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.06M +$181K +4,273 +7%
BCM
9
Bridgeway Capital Management
Texas
$2.14M +$1.83M +43,000 +782%
Renaissance Technologies
10
Renaissance Technologies
New York
$2.06M +$264K +6,214 +15%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.78M -$342K -8,059 -17%
Charles Schwab
12
Charles Schwab
California
$1.62M +$5.56K +131 +0.4%
SHIM
13
Stone House Investment Management
Pennsylvania
$1.28M +$297 +7 +0%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.18M
Morgan Stanley
15
Morgan Stanley
New York
$1.06M +$135K +3,173 +15%
BAM
16
Berkshire Asset Management
Pennsylvania
$784K +$58.7K +1,383 +8%
Wells Fargo
17
Wells Fargo
California
$751K +$200K +4,715 +38%
TCIM
18
TIAA CREF Investment Management
New York
$683K -$32.8K -772 -5%
TA
19
Teachers Advisors
New York
$511K
California State Teachers Retirement System (CalSTRS)
20
California State Teachers Retirement System (CalSTRS)
California
$476K +$7.64K +180 +2%
Deutsche Bank
21
Deutsche Bank
Germany
$470K -$225K -5,294 -33%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$431K +$126K +2,957 +43%
BBHC
23
Brown Brothers Harriman & Co
New York
$366K
MAM
24
Martingale Asset Management
Massachusetts
$349K +$38.3K +902 +13%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$348K

PFIS Hedge Fund Activity: Q4 2018 in Review

55 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q4 2018, worth a combined $80.5M — up 5% from $76.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PFIS and 3 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 23 added.

The largest buyer was Bridgeway Capital Management, adding an estimated $1.83M. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $1.71M sold.

  • 55 institutional investors held Peoples Financial Services (PFIS) as of Q4 2018, down from 56 in Q3 2018.
  • Funds reported $80.5M of Peoples Financial Services stock for Q4 2018, up 5% quarter-over-quarter.
  • 3 funds opened new Peoples Financial Services positions in Q4 2018 and 4 closed out, a net change of -1 holder.
  • The largest Peoples Financial Services buyer in Q4 2018 was Bridgeway Capital Management, an estimated $1.83M added.
  • The largest Peoples Financial Services seller in Q4 2018 was Kennedy Capital Management, an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2018.