Peoples Financial Services
PFIS
55 hedge funds and large institutions have $79.7M invested in Peoples Financial Services in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 12 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 15
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.09% less ownership
Funds ownership: 27.25% → 27.16% (-0.09%)
11% less funds holding
Funds holding: 62 → 55 (-7)
21% less capital invested
Capital invested by funds: $101M → $79.7M (-$21.6M)
58% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHIM
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
+$1.29M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$315K |
| 3 |
BAM
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
+$278K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$215K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
FNY Investment Advisers
New York
|
-$408K |
| 2 |
Morgan Stanley
New York
|
-$375K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$360K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$360K |
| 5 |
SFM
Signet Financial Management
Parsippany,
New Jersey
|
-$272K |
PFIS Hedge Fund Activity: Q1 2020 in Review
55 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q1 2020, worth a combined $79.7M — down 21% from $101M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of PFIS and 5 opened new positions — a net loss of 7 holders — while 15 trimmed existing stakes and 21 added.
The largest buyer was Stone House Investment Management, opening a new position worth an estimated $1.29M. The largest seller was FNY Investment Advisers, exiting entirely with an estimated $408K sold.
- 55 institutional investors held Peoples Financial Services (PFIS) as of Q1 2020, down from 62 in Q4 2019.
- Funds reported $79.7M of Peoples Financial Services stock for Q1 2020, down 21% quarter-over-quarter.
- 5 funds opened new Peoples Financial Services positions in Q1 2020 and 12 closed out, a net change of -7 holders.
- The largest Peoples Financial Services buyer in Q1 2020 was Stone House Investment Management, an estimated $1.29M added.
- The largest Peoples Financial Services seller in Q1 2020 was FNY Investment Advisers, an estimated $408K sold.
Based on aggregated 13F filings for Q1 2020.