We are live on ! Find out more
PFIS icon

Peoples Financial Services

58 hedge funds and large institutions have $84.6M invested in Peoples Financial Services in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

5% more funds holding

Funds holding: 5558 (+3)

5% more capital invested

Capital invested by funds: $80.5M → $84.6M (+$4.14M)

0.6% more ownership

Funds ownership: 24.69%25.29% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
16
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$15.8M -$503K -11,551 -3%
PFSC
2
Peoples Financial Services Corp
Pennsylvania
$14.6M +$275K +6,324 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.7M +$87.6K +2,013 +0.8%
State Street
4
State Street
Massachusetts
$5.43M -$7.97K -183 -0.2%
Franklin Resources
5
Franklin Resources
California
$3.96M
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$3.89M -$8.97K -206 -0.2%
Northern Trust
7
Northern Trust
Illinois
$3.47M -$5.4K -124 -0.2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.29M +$138K +3,175 +5%
Renaissance Technologies
9
Renaissance Technologies
New York
$2.37M +$252K +5,800 +12%
BCM
10
Bridgeway Capital Management
Texas
$2.1M -$87.1K -2,000 -4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.83M -$3.22K -74 -0.2%
Charles Schwab
12
Charles Schwab
California
$1.79M +$124K +2,853 +8%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$1.41M +$191K +4,377 +16%
SHIM
14
Stone House Investment Management
Pennsylvania
$1.32M +$305 +7 +0%
Wells Fargo
15
Wells Fargo
California
$805K +$32.8K +753 +4%
BAM
16
Berkshire Asset Management
Pennsylvania
$742K -$60.2K -1,383 -8%
TCIM
17
TIAA CREF Investment Management
New York
$702K
LSV Asset Management
18
LSV Asset Management
Illinois
$675K +$384K +8,824 +145%
Deutsche Bank
19
Deutsche Bank
Germany
$631K +$142K +3,265 +30%
Morgan Stanley
20
Morgan Stanley
New York
$609K -$461K -10,595 -44%
TA
21
Teachers Advisors
New York
$524K
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$488K
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$440K -$2.18K -50 -0.5%
Bank of America
24
Bank of America
North Carolina
$422K +$182K +4,180 +81%
BBHC
25
Brown Brothers Harriman & Co
New York
$376K

PFIS Hedge Fund Activity: Q1 2019 in Review

58 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q1 2019, worth a combined $84.6M — up 5.1% from $80.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PFIS positions and 3 closed out — a net gain of 3 holders — while 16 added to existing stakes and 16 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $384K. The largest seller was BlackRock, cutting an estimated $503K.

  • 58 institutional investors held Peoples Financial Services (PFIS) as of Q1 2019, up from 55 in Q4 2018.
  • Funds reported $84.6M of Peoples Financial Services stock for Q1 2019, up 5.1% quarter-over-quarter.
  • 6 funds opened new Peoples Financial Services positions in Q1 2019 and 3 closed out, a net change of +3 holders.
  • The largest Peoples Financial Services buyer in Q1 2019 was LSV Asset Management, an estimated $384K added.
  • The largest Peoples Financial Services seller in Q1 2019 was BlackRock, an estimated $503K sold.

Based on aggregated 13F filings for Q1 2019.