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Peoples Financial Services

62 hedge funds and large institutions have $92.1M invested in Peoples Financial Services in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

13% more funds holding

Funds holding: 5562 (+7)

11% more capital invested

Capital invested by funds: $83.3M → $92.1M (+$8.79M)

0.88% more ownership

Funds ownership: 27.21%28.09% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
19
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$18M -$284K -6,386 -2%
PFSC
2
Peoples Financial Services Corp
Pennsylvania
$16.1M +$1.16M +26,000 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.2M -$496K -11,161 -3%
State Street
4
State Street
Massachusetts
$5.38M +$310K +6,967 +6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.93M -$10.5K -236 -0.2%
Franklin Resources
6
Franklin Resources
California
$3.74M
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$3.71M +$386K +8,691 +12%
MCM
8
Maltese Capital Management
New York
$3.19M +$1.54M +34,623 +98%
Northern Trust
9
Northern Trust
Illinois
$2.95M -$69.9K -1,573 -2%
BCM
10
Bridgeway Capital Management
Texas
$2.01M +$88.9K +2,000 +5%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$1.92M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.88M +$55.6K +1,250 +3%
Renaissance Technologies
13
Renaissance Technologies
New York
$1.73M +$58.7K +1,319 +4%
N
14
Nuveen
North Carolina
$1.49M -$37.9K -852 -2%
Charles Schwab
15
Charles Schwab
California
$806K -$1.28M -28,741 -62%
SHIM
16
Stone House Investment Management
Pennsylvania
$791K
LSV Asset Management
17
LSV Asset Management
Illinois
$748K
Wells Fargo
18
Wells Fargo
California
$645K -$4.05K -91 -0.6%
Morgan Stanley
19
Morgan Stanley
New York
$501K +$8.67K +195 +2%
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$464K -$489 -11 -0.1%
Goldman Sachs
21
Goldman Sachs
New York
$430K +$419K +9,433 New
SO
22
STRS Ohio
Ohio
$419K
AWAP
23
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$351K -$11.1K -250 -3%
Stifel Financial
24
Stifel Financial
Missouri
$350K
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$307K +$2.18K +49 +0.7%

PFIS Hedge Fund Activity: Q3 2021 in Review

62 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q3 2021, worth a combined $92.1M — up 11% from $83.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PFIS positions and 3 closed out — a net gain of 7 holders — while 19 added to existing stakes and 15 trimmed.

The largest buyer was Maltese Capital Management, adding an estimated $1.54M. The largest seller was Charles Schwab, cutting an estimated $1.28M.

  • 62 institutional investors held Peoples Financial Services (PFIS) as of Q3 2021, up from 55 in Q2 2021.
  • Funds reported $92.1M of Peoples Financial Services stock for Q3 2021, up 11% quarter-over-quarter.
  • 10 funds opened new Peoples Financial Services positions in Q3 2021 and 3 closed out, a net change of +7 holders.
  • The largest Peoples Financial Services buyer in Q3 2021 was Maltese Capital Management, an estimated $1.54M added.
  • The largest Peoples Financial Services seller in Q3 2021 was Charles Schwab, an estimated $1.28M sold.

Based on aggregated 13F filings for Q3 2021.