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Peoples Financial Services

61 hedge funds and large institutions have $111M invested in Peoples Financial Services in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

20% more capital invested

Capital invested by funds: $92.1M → $111M (+$18.6M)

1.32% more ownership

Funds ownership: 28.09%29.41% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 6261 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
19
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$24.8M +$3.58M +74,252 +19%
PFSC
2
Peoples Financial Services Corp
Pennsylvania
$18.6M -$2.41K -50 -0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$16.6M +$94.3K +1,953 +0.6%
State Street
4
State Street
Massachusetts
$6.17M -$48.3K -1,000 -0.8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.73M +$29.1K +602 +0.6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$4.42M +$123K +2,544 +3%
Franklin Resources
7
Franklin Resources
California
$4.32M
MCM
8
Maltese Capital Management
New York
$3.9M +$189K +3,916 +6%
Northern Trust
9
Northern Trust
Illinois
$3.34M -$68.3K -1,414 -2%
BCM
10
Bridgeway Capital Management
Texas
$2.32M
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.25M +$69K +1,429 +3%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$1.9M -$290K -6,000 -14%
Renaissance Technologies
13
Renaissance Technologies
New York
$1.71M -$267K -5,526 -15%
N
14
Nuveen
North Carolina
$1.49M -$117K -2,429 -7%
Wells Fargo
15
Wells Fargo
California
$966K +$202K +4,191 +30%
SHIM
16
Stone House Investment Management
Pennsylvania
$953K -$22.8K -472 -3%
Charles Schwab
17
Charles Schwab
California
$932K
LSV Asset Management
18
LSV Asset Management
Illinois
$865K
Morgan Stanley
19
Morgan Stanley
New York
$598K +$18.5K +383 +3%
JP Morgan Chase
20
JP Morgan Chase
New York
$553K +$234K +4,843 +86%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$531K -$4.1K -85 -0.8%
Goldman Sachs
22
Goldman Sachs
New York
$499K +$1.93K +40 +0.4%
SO
23
STRS Ohio
Ohio
$484K
Barclays
24
Barclays
United Kingdom
$448K +$273K +5,646 +197%
AWAP
25
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$405K

PFIS Hedge Fund Activity: Q4 2021 in Review

61 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q4 2021, worth a combined $111M — up 20% from $92.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PFIS and 6 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 19 added.

The largest buyer was BlackRock, adding an estimated $3.58M. The largest seller was PNC Financial Services Group, cutting an estimated $290K.

  • 61 institutional investors held Peoples Financial Services (PFIS) as of Q4 2021, down from 62 in Q3 2021.
  • Funds reported $111M of Peoples Financial Services stock for Q4 2021, up 20% quarter-over-quarter.
  • 6 funds opened new Peoples Financial Services positions in Q4 2021 and 7 closed out, a net change of -1 holder.
  • The largest Peoples Financial Services buyer in Q4 2021 was BlackRock, an estimated $3.58M added.
  • The largest Peoples Financial Services seller in Q4 2021 was PNC Financial Services Group, an estimated $290K sold.

Based on aggregated 13F filings for Q4 2021.