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Peoples Financial Services

62 hedge funds and large institutions have $101M invested in Peoples Financial Services in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

15% more capital invested

Capital invested by funds: $88.4M → $101M (+$13M)

11% more funds holding

Funds holding: 5662 (+6)

0.87% more ownership

Funds ownership: 26.38%27.25% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
62
Holders Change
+6
Holders Change %
+10.71%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
23
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$19.4M +$47.2K +965 +0.3%
PFSC
2
Peoples Financial Services Corp
Pennsylvania
$16.2M -$84K -1,718 -0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.3M +$820K +16,765 +6%
State Street
4
State Street
Massachusetts
$6.3M +$203K +4,142 +3%
Franklin Resources
5
Franklin Resources
California
$4.54M +$3.57K +73 +0.1%
Renaissance Technologies
6
Renaissance Technologies
New York
$4.27M +$743K +15,200 +22%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.21M +$266K +5,438 +7%
Northern Trust
8
Northern Trust
Illinois
$3.87M -$287K -5,876 -7%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$3.55M -$255K -5,219 -7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.57M +$579K +11,845 +30%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$2.22M +$382K +7,803 +21%
Charles Schwab
12
Charles Schwab
California
$2.06M +$30.9K +631 +2%
BCM
13
Bridgeway Capital Management
Texas
$2.04M
N
14
Nuveen
North Carolina
$1.41M
Morgan Stanley
15
Morgan Stanley
New York
$1.01M +$288K +5,894 +41%
Wells Fargo
16
Wells Fargo
California
$913K -$13.5K -277 -2%
LSV Asset Management
17
LSV Asset Management
Illinois
$875K
MAM
18
Martingale Asset Management
Massachusetts
$786K +$220K +4,502 +41%
Bank of America
19
Bank of America
North Carolina
$554K -$353K -7,215 -40%
JP Morgan Chase
20
JP Morgan Chase
New York
$553K +$338K +6,914 +170%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$543K -$1.91K -39 -0.4%
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$529K -$5.48K -112 -1%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$465K +$85.5K +1,748 +23%
Bessemer Group
24
Bessemer Group
New Jersey
$453K +$166K +3,400 +61%
UBS Group
25
UBS Group
Switzerland
$451K +$177K +3,615 +68%

PFIS Hedge Fund Activity: Q4 2019 in Review

62 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q4 2019, worth a combined $101M — up 15% from $88.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PFIS positions and 2 closed out — a net gain of 6 holders — while 23 added to existing stakes and 13 trimmed.

The largest buyer was Vanguard Group, adding an estimated $820K. The largest seller was Stone House Investment Management, exiting entirely with an estimated $1.32M sold.

  • 62 institutional investors held Peoples Financial Services (PFIS) as of Q4 2019, up from 56 in Q3 2019.
  • Funds reported $101M of Peoples Financial Services stock for Q4 2019, up 15% quarter-over-quarter.
  • 8 funds opened new Peoples Financial Services positions in Q4 2019 and 2 closed out, a net change of +6 holders.
  • The largest Peoples Financial Services buyer in Q4 2019 was Vanguard Group, an estimated $820K added.
  • The largest Peoples Financial Services seller in Q4 2019 was Stone House Investment Management, an estimated $1.32M sold.

Based on aggregated 13F filings for Q4 2019.