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Peoples Financial Services

56 hedge funds and large institutions have $73.1M invested in Peoples Financial Services in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $68.4M → $73.1M (+$4.67M)

0.56% more ownership

Funds ownership: 27.03%27.59% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

5% less funds holding

Funds holding: 5956 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
18
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$14.8M +$1.05M +27,703 +7%
PFSC
2
Peoples Financial Services Corp
Pennsylvania
$11.9M -$46.5K -1,227 -0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.7M +$201K +5,313 +2%
State Street
4
State Street
Massachusetts
$4.76M -$94.9K -2,502 -2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.65M +$14.4K +381 +0.4%
Northern Trust
6
Northern Trust
Illinois
$2.73M -$194K -5,111 -6%
Franklin Resources
7
Franklin Resources
California
$2.09M -$269K -7,104 -11%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$1.9M +$1.36K +36 +0.1%
Renaissance Technologies
9
Renaissance Technologies
New York
$1.79M -$243K -6,400 -12%
Charles Schwab
10
Charles Schwab
California
$1.6M -$24.2K -638 -1%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$1.55M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.5M -$203K -5,357 -12%
N
13
Nuveen
North Carolina
$1.3M -$63K -1,660 -4%
BCM
14
Bridgeway Capital Management
Texas
$1.2M
Wells Fargo
15
Wells Fargo
California
$1.12M -$13.2K -347 -1%
SHIM
16
Stone House Investment Management
Pennsylvania
$863K -$186K -4,917 -17%
Morgan Stanley
17
Morgan Stanley
New York
$812K +$182K +4,794 +28%
JP Morgan Chase
18
JP Morgan Chase
New York
$763K +$553K +14,585 +237%
LSV Asset Management
19
LSV Asset Management
Illinois
$603K
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$574K -$11.4K -300 -2%
Bank of America
21
Bank of America
North Carolina
$512K +$42.6K +1,122 +9%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$429K +$54.8K +1,445 +14%
BCM
23
BHZ Capital Management
California
$407K +$419K +11,059 New
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$391K
Millennium Management
25
Millennium Management
New York
$343K +$354K +9,325 New

PFIS Hedge Fund Activity: Q4 2020 in Review

56 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q4 2020, worth a combined $73.1M — up 6.8% from $68.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PFIS and 3 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 18 added.

The largest buyer was BlackRock, adding an estimated $1.05M. The largest seller was Franklin Resources, cutting an estimated $269K.

  • 56 institutional investors held Peoples Financial Services (PFIS) as of Q4 2020, down from 59 in Q3 2020.
  • Funds reported $73.1M of Peoples Financial Services stock for Q4 2020, up 6.8% quarter-over-quarter.
  • 3 funds opened new Peoples Financial Services positions in Q4 2020 and 6 closed out, a net change of -3 holders.
  • The largest Peoples Financial Services buyer in Q4 2020 was BlackRock, an estimated $1.05M added.
  • The largest Peoples Financial Services seller in Q4 2020 was Franklin Resources, an estimated $269K sold.

Based on aggregated 13F filings for Q4 2020.