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Peoples Financial Services

57 hedge funds and large institutions have $85.8M invested in Peoples Financial Services in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 11

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

1% more capital invested

Capital invested by funds: $84.6M → $85.8M (+$1.15M)

0.48% more ownership

Funds ownership: 25.29%25.77% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 5857 (-1)

Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
25
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$16.4M +$666K +15,240 +4%
PFSC
2
Peoples Financial Services Corp
Pennsylvania
$14.6M -$6.25K -143 -0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.8M +$155K +3,536 +1%
State Street
4
State Street
Massachusetts
$5.44M +$35.8K +818 +0.7%
Franklin Resources
5
Franklin Resources
California
$4.05M +$105K +2,400 +3%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$3.85M -$13.5K -308 -0.4%
Northern Trust
7
Northern Trust
Illinois
$3.56M +$106K +2,414 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.51M +$239K +5,465 +8%
Renaissance Technologies
9
Renaissance Technologies
New York
$2.54M +$175K +4,000 +8%
Charles Schwab
10
Charles Schwab
California
$1.84M +$51.2K +1,171 +3%
BCM
11
Bridgeway Capital Management
Texas
$1.82M -$262K -6,000 -13%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.8M -$13.7K -314 -0.8%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$1.55M +$148K +3,375 +11%
BAM
14
Berkshire Asset Management
Pennsylvania
$1.54M +$778K +17,791 +108%
SHIM
15
Stone House Investment Management
Pennsylvania
$1.31M +$306 +7 +0%
N
16
Nuveen
North Carolina
$1.3M +$1.26M +28,863 New
Wells Fargo
17
Wells Fargo
California
$828K +$26.1K +598 +3%
LSV Asset Management
18
LSV Asset Management
Illinois
$782K +$108K +2,470 +17%
California State Teachers Retirement System (CalSTRS)
19
California State Teachers Retirement System (CalSTRS)
California
$477K -$7.91K -181 -2%
Bank of America
20
Bank of America
North Carolina
$467K +$46.5K +1,064 +11%
Deutsche Bank
21
Deutsche Bank
Germany
$456K -$168K -3,848 -27%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$447K +$8.88K +203 +2%
Morgan Stanley
23
Morgan Stanley
New York
$428K -$173K -3,952 -29%
MAM
24
Martingale Asset Management
Massachusetts
$374K
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$355K

PFIS Hedge Fund Activity: Q2 2019 in Review

57 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q2 2019, worth a combined $85.8M — up 1.4% from $84.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PFIS positions and 5 closed out — a net gain of 1 holder — while 25 added to existing stakes and 11 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $1.26M. The largest seller was Goldman Sachs, exiting entirely with an estimated $361K sold.

  • 57 institutional investors held Peoples Financial Services (PFIS) as of Q2 2019, down from 58 in Q1 2019.
  • Funds reported $85.8M of Peoples Financial Services stock for Q2 2019, up 1.4% quarter-over-quarter.
  • 6 funds opened new Peoples Financial Services positions in Q2 2019 and 5 closed out, a net change of +1 holder.
  • The largest Peoples Financial Services buyer in Q2 2019 was Nuveen, an estimated $1.26M added.
  • The largest Peoples Financial Services seller in Q2 2019 was Goldman Sachs, an estimated $361K sold.

Based on aggregated 13F filings for Q2 2019.