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Peoples Financial Services

61 hedge funds and large institutions have $76.5M invested in Peoples Financial Services in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

11% more funds holding

Funds holding: 5561 (+6)

0.16% more ownership

Funds ownership: 27.16%27.32% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $79.7M → $76.5M (-$3.22M)

Holders
61
Holders Change
+6
Holders Change %
+10.91%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
22
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$14.7M -$176K -5,073 -1%
PFSC
2
Peoples Financial Services Corp
Pennsylvania
$12.4M +$2.88K +83 +0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.4M +$263K +7,590 +3%
State Street
4
State Street
Massachusetts
$5.04M +$113K +3,262 +3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.73M +$338K +9,735 +11%
Northern Trust
6
Northern Trust
Illinois
$3.14M +$63.4K +1,826 +2%
Franklin Resources
7
Franklin Resources
California
$2.57M -$769K -22,145 -25%
Renaissance Technologies
8
Renaissance Technologies
New York
$2.5M -$503K -14,500 -18%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$1.88M +$16.9K +486 +1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.86M +$22.7K +653 +1%
Charles Schwab
11
Charles Schwab
California
$1.71M +$117K +3,383 +8%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$1.66M -$939K -27,062 -38%
N
13
Nuveen
North Carolina
$1.28M +$193K +5,565 +20%
BCM
14
Bridgeway Capital Management
Texas
$1.25M
SHIM
15
Stone House Investment Management
Pennsylvania
$1.08M +$347 +10 +0%
Wells Fargo
16
Wells Fargo
California
$924K +$164K +4,732 +24%
Morgan Stanley
17
Morgan Stanley
New York
$714K +$236K +6,802 +57%
MAM
18
Martingale Asset Management
Massachusetts
$654K
LSV Asset Management
19
LSV Asset Management
Illinois
$627K -$24.9K -718 -4%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$589K +$212K +6,100 +65%
HTC
21
Haverford Trust Company
Pennsylvania
$501K +$456K +13,127 New
Bank of America
22
Bank of America
North Carolina
$497K +$146K +4,210 +48%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$448K -$75K -2,160 -16%
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$406K
Bessemer Group
25
Bessemer Group
New Jersey
$378K

PFIS Hedge Fund Activity: Q2 2020 in Review

61 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q2 2020, worth a combined $76.5M — down 4% from $79.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PFIS positions and 1 closed out — a net gain of 6 holders — while 22 added to existing stakes and 13 trimmed.

The largest buyer was Haverford Trust Company, opening a new position worth an estimated $456K. The largest seller was PNC Financial Services Group, cutting an estimated $939K.

  • 61 institutional investors held Peoples Financial Services (PFIS) as of Q2 2020, up from 55 in Q1 2020.
  • Funds reported $76.5M of Peoples Financial Services stock for Q2 2020, down 4% quarter-over-quarter.
  • 7 funds opened new Peoples Financial Services positions in Q2 2020 and 1 closed out, a net change of +6 holders.
  • The largest Peoples Financial Services buyer in Q2 2020 was Haverford Trust Company, an estimated $456K added.
  • The largest Peoples Financial Services seller in Q2 2020 was PNC Financial Services Group, an estimated $939K sold.

Based on aggregated 13F filings for Q2 2020.