We are live on ! Find out more
PFIS icon

Peoples Financial Services

55 hedge funds and large institutions have $83.3M invested in Peoples Financial Services in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $85.9M → $83.3M (-$2.63M)

1.14% less ownership

Funds ownership: 28.35%27.21% (-1.1%)

8% less funds holding

Funds holding: 6055 (-5)

29% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 21

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
55
Holders Change
-5
Holders Change %
-8.33%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
15
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$17.1M -$1.3M -30,179 -7%
PFSC
2
Peoples Financial Services Corp
Pennsylvania
$13.9M +$137K +3,180 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.8M +$49.3K +1,146 +0.4%
State Street
4
State Street
Massachusetts
$4.73M -$366K -8,501 -7%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.62M +$418K +9,720 +10%
Franklin Resources
6
Franklin Resources
California
$3.49M +$495K +11,510 +16%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$3.1M +$528K +12,267 +20%
Northern Trust
8
Northern Trust
Illinois
$2.83M -$105K -2,444 -4%
Charles Schwab
9
Charles Schwab
California
$1.98M +$64.9K +1,509 +3%
BCM
10
Bridgeway Capital Management
Texas
$1.79M
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$1.79M -$11.7K -272 -0.6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.7M -$18.5K -431 -1%
Renaissance Technologies
13
Renaissance Technologies
New York
$1.56M -$629K -14,636 -29%
MCM
14
Maltese Capital Management
New York
$1.51M +$1.52M +35,377 New
N
15
Nuveen
North Carolina
$1.47M +$13.8K +320 +0.9%
SHIM
16
Stone House Investment Management
Pennsylvania
$791K -$211K -4,912 -21%
LSV Asset Management
17
LSV Asset Management
Illinois
$699K
Wells Fargo
18
Wells Fargo
California
$607K -$98K -2,278 -14%
Morgan Stanley
19
Morgan Stanley
New York
$459K +$20.1K +468 +5%
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$434K -$45.8K -1,066 -9%
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$413K -$28.9K -671 -6%
JP Morgan Chase
22
JP Morgan Chase
New York
$408K -$525K -12,197 -56%
SO
23
STRS Ohio
Ohio
$391K +$73.1K +1,700 +23%
AWAP
24
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$338K
Stifel Financial
25
Stifel Financial
Missouri
$327K

PFIS Hedge Fund Activity: Q2 2021 in Review

55 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q2 2021, worth a combined $83.3M — down 3.1% from $85.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PFIS and 3 opened new positions — a net loss of 5 holders — while 21 trimmed existing stakes and 15 added.

The largest buyer was Maltese Capital Management, opening a new position worth an estimated $1.52M. The largest seller was BlackRock, cutting an estimated $1.3M.

  • 55 institutional investors held Peoples Financial Services (PFIS) as of Q2 2021, down from 60 in Q1 2021.
  • Funds reported $83.3M of Peoples Financial Services stock for Q2 2021, down 3.1% quarter-over-quarter.
  • 3 funds opened new Peoples Financial Services positions in Q2 2021 and 8 closed out, a net change of -5 holders.
  • The largest Peoples Financial Services buyer in Q2 2021 was Maltese Capital Management, an estimated $1.52M added.
  • The largest Peoples Financial Services seller in Q2 2021 was BlackRock, an estimated $1.3M sold.

Based on aggregated 13F filings for Q2 2021.