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Peoples Financial Services

56 hedge funds and large institutions have $88.4M invested in Peoples Financial Services in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

3% more capital invested

Capital invested by funds: $85.8M → $88.4M (+$2.64M)

0.61% more ownership

Funds ownership: 25.77%26.38% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 5756 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% 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
4
Increased
24
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$17.4M +$873K +19,432 +5%
PFSC
2
Peoples Financial Services Corp
Pennsylvania
$14.6M -$44.9K -1,000 -0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.1M +$242K +5,377 +2%
State Street
4
State Street
Massachusetts
$5.48M +$4.49K +100 +0.1%
Franklin Resources
5
Franklin Resources
California
$4.08M +$6.07K +135 +0.2%
Northern Trust
6
Northern Trust
Illinois
$3.75M +$158K +3,508 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.54M +$6.29K +140 +0.2%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$3.43M -$448K -9,973 -12%
Renaissance Technologies
9
Renaissance Technologies
New York
$3.16M +$593K +13,200 +23%
BCM
10
Bridgeway Capital Management
Texas
$1.83M
Charles Schwab
11
Charles Schwab
California
$1.82M -$27.5K -613 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.77M -$38.6K -858 -2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$1.65M +$85K +1,892 +5%
SHIM
14
Stone House Investment Management
Pennsylvania
$1.32M +$315 +7 +0%
N
15
Nuveen
North Carolina
$1.27M -$36.7K -817 -3%
Wells Fargo
16
Wells Fargo
California
$833K +$449 +10 +0.1%
Bank of America
17
Bank of America
North Carolina
$826K +$352K +7,837 +75%
BAM
18
Berkshire Asset Management
Pennsylvania
$806K -$737K -16,408 -48%
LSV Asset Management
19
LSV Asset Management
Illinois
$787K
Morgan Stanley
20
Morgan Stanley
New York
$644K +$212K +4,729 +50%
MAM
21
Martingale Asset Management
Massachusetts
$503K +$126K +2,799 +34%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$490K +$40.1K +892 +9%
California State Teachers Retirement System (CalSTRS)
23
California State Teachers Retirement System (CalSTRS)
California
$481K
RAM
24
Riggs Asset Management
Pennsylvania
$363K +$38.2K +850 +12%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$358K

PFIS Hedge Fund Activity: Q3 2019 in Review

56 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q3 2019, worth a combined $88.4M — up 3.1% from $85.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of PFIS and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 24 added.

The largest buyer was BlackRock, adding an estimated $873K. The largest seller was Berkshire Asset Management, cutting an estimated $737K.

  • 56 institutional investors held Peoples Financial Services (PFIS) as of Q3 2019, down from 57 in Q2 2019.
  • Funds reported $88.4M of Peoples Financial Services stock for Q3 2019, up 3.1% quarter-over-quarter.
  • 4 funds opened new Peoples Financial Services positions in Q3 2019 and 5 closed out, a net change of -1 holder.
  • The largest Peoples Financial Services buyer in Q3 2019 was BlackRock, an estimated $873K added.
  • The largest Peoples Financial Services seller in Q3 2019 was Berkshire Asset Management, an estimated $737K sold.

Based on aggregated 13F filings for Q3 2019.