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Peoples Financial Services

59 hedge funds and large institutions have $68.4M invested in Peoples Financial Services in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.29% less ownership

Funds ownership: 27.32%27.03% (-0.29%)

3% less funds holding

Funds holding: 6159 (-2)

11% less capital invested

Capital invested by funds: $76.5M → $68.4M (-$8.12M)

30% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 20

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
14
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$13.1M -$295K -8,041 -2%
PFSC
2
Peoples Financial Services Corp
Pennsylvania
$11.3M
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.9M +$510K +13,915 +5%
State Street
4
State Street
Massachusetts
$4.59M +$4.76K +130 +0.1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.44M +$43.9K +1,198 +1%
Northern Trust
6
Northern Trust
Illinois
$2.76M -$103K -2,824 -3%
Franklin Resources
7
Franklin Resources
California
$2.23M -$145K -3,960 -6%
Renaissance Technologies
8
Renaissance Technologies
New York
$1.91M -$381K -10,400 -16%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$1.8M +$88.3K +2,411 +5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.6M -$98.1K -2,677 -5%
Charles Schwab
11
Charles Schwab
California
$1.53M -$25.9K -708 -2%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$1.47M -$47.6K -1,300 -3%
N
13
Nuveen
North Carolina
$1.28M +$130K +3,547 +11%
BCM
14
Bridgeway Capital Management
Texas
$1.13M
Wells Fargo
15
Wells Fargo
California
$1.07M +$246K +6,716 +28%
SHIM
16
Stone House Investment Management
Pennsylvania
$987K +$366 +10 +0%
Morgan Stanley
17
Morgan Stanley
New York
$600K -$52.2K -1,425 -8%
LSV Asset Management
18
LSV Asset Management
Illinois
$570K
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$554K +$18.3K +500 +3%
Bank of America
20
Bank of America
North Carolina
$445K -$7.51K -205 -2%
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$369K
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$355K -$55.4K -1,511 -13%
TRCT
23
Tower Research Capital (TRC)
New York
$279K +$238K +6,494 +423%
RAM
24
Riggs Asset Management
Pennsylvania
$273K +$37.6K +1,025 +15%
AllianceBernstein
25
AllianceBernstein
Tennessee
$268K -$7.33K -200 -3%

PFIS Hedge Fund Activity: Q3 2020 in Review

59 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q3 2020, worth a combined $68.4M — down 11% from $76.5M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PFIS and 1 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 14 added.

The largest buyer was Vanguard Group, adding an estimated $510K. The largest seller was Haverford Trust Company, exiting entirely with an estimated $501K sold.

  • 59 institutional investors held Peoples Financial Services (PFIS) as of Q3 2020, down from 61 in Q2 2020.
  • Funds reported $68.4M of Peoples Financial Services stock for Q3 2020, down 11% quarter-over-quarter.
  • 1 fund opened new Peoples Financial Services positions in Q3 2020 and 3 closed out, a net change of -2 holders.
  • The largest Peoples Financial Services buyer in Q3 2020 was Vanguard Group, an estimated $510K added.
  • The largest Peoples Financial Services seller in Q3 2020 was Haverford Trust Company, an estimated $501K sold.

Based on aggregated 13F filings for Q3 2020.