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Peoples Financial Services
PFIS

63 hedge funds and large institutions have $108M invested in Peoples Financial Services in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

6% more capital invested

Capital invested by funds: $102M → $108M (+$6.32M)

0.43% more ownership

Funds ownership: 30.32% → 30.74% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 65 → 63 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
26
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$852K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$382K
3
Invesco
Invesco
Georgia
+$263K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$206K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$202K

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$475K
2
Goldman Sachs
Goldman Sachs
New York
-$310K
3
PFSC
Peoples Financial Services Corp
Pennsylvania
-$225K
4
N
Nuveen
North Carolina
-$216K
5
Renaissance Technologies
Renaissance Technologies
New York
-$148K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$24.4M +$852K +16,000 +4%
PFSC
2
Peoples Financial Services Corp
Pennsylvania
$18M -$225K -4,217 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$16.2M +$77.9K +1,464 +0.5%
State Street
4
State Street
Massachusetts
$6.78M +$191K +3,583 +3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$6.49M +$382K +7,182 +6%
MCM
6
Maltese Capital Management
New York
$4.53M -$475K -8,918 -9%
Franklin Resources
7
Franklin Resources
California
$3.43M +$1.92K +36 +0.1%
PRCP
8
Pacific Ridge Capital Partners
Oregon
$3.15M -$48.9K -918 -1%
Northern Trust
9
Northern Trust
Illinois
$3.11M -$46.3K -869 -1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.4M +$202K +3,795 +9%
BCM
11
Bridgeway Capital Management
Texas
$2.29M – – –
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$1.87M – – –
N
13
Nuveen
North Carolina
$1.35M -$216K -4,048 -13%
Renaissance Technologies
14
Renaissance Technologies
New York
$1.32M -$148K -2,774 -10%
Wells Fargo
15
Wells Fargo
California
$1.27M +$9.9K +186 +0.8%
Charles Schwab
16
Charles Schwab
California
$988K +$66.3K +1,245 +7%
Los Angeles Capital Management
17
Los Angeles Capital Management
California
$767K +$130K +2,440 +20%
Morgan Stanley
18
Morgan Stanley
New York
$742K +$25K +469 +3%
Invesco
19
Invesco
Georgia
$736K +$263K +4,943 +53%
SHIM
20
Stone House Investment Management
Pennsylvania
$643K -$42.2K -793 -6%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$553K +$9K +169 +2%
LSV Asset Management
22
LSV Asset Management
Illinois
$494K -$26.6K -500 -5%
SO
23
STRS Ohio
Ohio
$456K – – –
AWAP
24
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$407K – – –
Stifel Financial
25
Stifel Financial
Missouri
$398K – – –
1
2 3

PFIS Hedge Fund Activity: Q4 2022 in Review

63 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q4 2022, worth a combined $108M — up 6.2% from $102M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PFIS and 2 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 26 added.

The largest buyer was BlackRock, adding an estimated $852K. The largest seller was Maltese Capital Management, cutting an estimated $475K.

  • 63 institutional investors held Peoples Financial Services (PFIS) as of Q4 2022, down from 65 in Q3 2022.
  • Funds reported $108M of Peoples Financial Services stock for Q4 2022, up 6.2% quarter-over-quarter.
  • 2 funds opened new Peoples Financial Services positions in Q4 2022 and 4 closed out, a net change of -2 holders.
  • The largest Peoples Financial Services buyer in Q4 2022 was BlackRock, an estimated $852K added.
  • The largest Peoples Financial Services seller in Q4 2022 was Maltese Capital Management, an estimated $475K sold.

Based on aggregated 13F filings for Q4 2022.