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Peoples Financial Services

65 hedge funds and large institutions have $108M invested in Peoples Financial Services in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

7% more funds holding

Funds holding: 6165 (+4)

0.48% more ownership

Funds ownership: 29.41%29.89% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $111M → $108M (-$2.47M)

25% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 20

Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
15
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$23.1M -$646K -12,950 -3%
PFSC
2
Peoples Financial Services Corp
Pennsylvania
$17.7M -$80.4K -1,610 -0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.8M -$44.3K -888 -0.3%
State Street
4
State Street
Massachusetts
$6.16M +$249K +4,996 +4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.73M +$237K +4,740 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$4.57M +$331K +6,622 +8%
MCM
7
Maltese Capital Management
New York
$4.54M +$803K +16,084 +22%
Franklin Resources
8
Franklin Resources
California
$4.14M
Northern Trust
9
Northern Trust
Illinois
$3.09M -$109K -2,179 -3%
BCM
10
Bridgeway Capital Management
Texas
$2.23M
PRCP
11
Pacific Ridge Capital Partners
Oregon
$2.2M +$2.18M +43,644 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.16M +$1.4K +28 +0.1%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$1.82M
Renaissance Technologies
14
Renaissance Technologies
New York
$1.64M -$349 -7 -0%
N
15
Nuveen
North Carolina
$1.61M +$12.7K +255 +0.8%
Charles Schwab
16
Charles Schwab
California
$926K +$32K +642 +4%
Wells Fargo
17
Wells Fargo
California
$875K -$50.8K -1,018 -6%
LSV Asset Management
18
LSV Asset Management
Illinois
$829K
SHIM
19
Stone House Investment Management
Pennsylvania
$665K -$245K -4,917 -27%
Morgan Stanley
20
Morgan Stanley
New York
$593K +$19.6K +393 +3%
Goldman Sachs
21
Goldman Sachs
New York
$478K
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$466K -$42.6K -854 -8%
SO
23
STRS Ohio
Ohio
$464K
AWAP
24
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$388K
Stifel Financial
25
Stifel Financial
Missouri
$388K

PFIS Hedge Fund Activity: Q1 2022 in Review

65 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q1 2022, worth a combined $108M — down 2.2% from $111M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PFIS positions and 4 closed out — a net gain of 4 holders — while 15 added to existing stakes and 20 trimmed.

The largest buyer was Pacific Ridge Capital Partners, opening a new position worth an estimated $2.18M. The largest seller was BlackRock, cutting an estimated $646K.

  • 65 institutional investors held Peoples Financial Services (PFIS) as of Q1 2022, up from 61 in Q4 2021.
  • Funds reported $108M of Peoples Financial Services stock for Q1 2022, down 2.2% quarter-over-quarter.
  • 8 funds opened new Peoples Financial Services positions in Q1 2022 and 4 closed out, a net change of +4 holders.
  • The largest Peoples Financial Services buyer in Q1 2022 was Pacific Ridge Capital Partners, an estimated $2.18M added.
  • The largest Peoples Financial Services seller in Q1 2022 was BlackRock, an estimated $646K sold.

Based on aggregated 13F filings for Q1 2022.