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Peoples Financial Services

67 hedge funds and large institutions have $125M invested in Peoples Financial Services in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

16% more capital invested

Capital invested by funds: $108M → $125M (+$16.9M)

3% more funds holding

Funds holding: 6567 (+2)

1.35% more ownership

Funds ownership: 29.89%31.25% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
22
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$25.6M +$51.9K +1,020 +0.2%
PFSC
2
Peoples Financial Services Corp
Pennsylvania
$20.1M +$419K +8,234 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$17.4M -$64K -1,258 -0.4%
State Street
4
State Street
Massachusetts
$7.06M +$223K +4,376 +4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$6.49M +$136K +2,664 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$5.7M +$590K +11,593 +13%
MCM
7
Maltese Capital Management
New York
$5.66M +$573K +11,274 +13%
Franklin Resources
8
Franklin Resources
California
$4.38M -$184K -3,610 -4%
PRCP
9
Pacific Ridge Capital Partners
Oregon
$3.56M +$1.02M +20,041 +46%
Northern Trust
10
Northern Trust
Illinois
$3.38M -$34.4K -676 -1%
BCM
11
Bridgeway Capital Management
Texas
$2.46M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.33M -$46.5K -915 -2%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$2.02M
N
14
Nuveen
North Carolina
$1.73M -$32.1K -631 -2%
Renaissance Technologies
15
Renaissance Technologies
New York
$1.59M -$203K -3,986 -12%
EI
16
EAM Investors
California
$1.4M +$1.27M +25,046 New
Wells Fargo
17
Wells Fargo
California
$1.36M +$356K +6,992 +40%
Charles Schwab
18
Charles Schwab
California
$996K -$25.5K -502 -3%
LSV Asset Management
19
LSV Asset Management
Illinois
$883K -$30.5K -600 -4%
Los Angeles Capital Management
20
Los Angeles Capital Management
California
$823K +$750K +14,743 New
Morgan Stanley
21
Morgan Stanley
New York
$792K +$124K +2,438 +21%
SHIM
22
Stone House Investment Management
Pennsylvania
$736K +$407 +8 +0.1%
Invesco
23
Invesco
Georgia
$655K +$236K +4,643 +66%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$554K +$35K +688 +7%
SO
25
STRS Ohio
Ohio
$491K -$20.3K -400 -4%

PFIS Hedge Fund Activity: Q2 2022 in Review

67 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q2 2022, worth a combined $125M — up 16% from $108M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PFIS positions and 4 closed out — a net gain of 3 holders — while 22 added to existing stakes and 22 trimmed.

The largest buyer was EAM Investors, opening a new position worth an estimated $1.27M. The largest seller was Prelude Capital Management, exiting entirely with an estimated $351K sold.

  • 67 institutional investors held Peoples Financial Services (PFIS) as of Q2 2022, up from 65 in Q1 2022.
  • Funds reported $125M of Peoples Financial Services stock for Q2 2022, up 16% quarter-over-quarter.
  • 7 funds opened new Peoples Financial Services positions in Q2 2022 and 4 closed out, a net change of +3 holders.
  • The largest Peoples Financial Services buyer in Q2 2022 was EAM Investors, an estimated $1.27M added.
  • The largest Peoples Financial Services seller in Q2 2022 was Prelude Capital Management, an estimated $351K sold.

Based on aggregated 13F filings for Q2 2022.