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Peoples Financial Services

60 hedge funds and large institutions have $96.9M invested in Peoples Financial Services in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $95.5M → $96.9M (+$1.4M)

0.08% more ownership

Funds ownership: 30.86%30.94% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

2% less funds holding

Funds holding: 6160 (-1)

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% 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
5
Increased
19
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$20.8M +$1.05M +25,662 +6%
PFSC
2
Peoples Financial Services Corp
Pennsylvania
$15.3M -$12.2K -300 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.7M -$82.1K -2,016 -0.6%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$5.97M -$109K -2,671 -2%
State Street
5
State Street
Massachusetts
$5.88M +$63.8K +1,567 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$5.6M +$217K +5,333 +4%
PRCP
7
Pacific Ridge Capital Partners
Oregon
$2.78M +$131K +3,217 +5%
Northern Trust
8
Northern Trust
Illinois
$2.66M +$80K +1,965 +3%
Franklin Resources
9
Franklin Resources
California
$2.6M -$279K -6,839 -10%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2M -$8.67K -213 -0.5%
BCM
11
Bridgeway Capital Management
Texas
$1.92M +$27.8K +682 +2%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$1.58M
MCM
13
Maltese Capital Management
New York
$1.53M -$1.37M -33,722 -49%
Wells Fargo
14
Wells Fargo
California
$1.18M +$57.7K +1,416 +6%
Renaissance Technologies
15
Renaissance Technologies
New York
$1.11M +$4.07K +100 +0.4%
N
16
Nuveen
North Carolina
$1.05M
EST
17
EA Series Trust
Pennsylvania
$912K +$849K +20,837 New
EF
18
Empowered Funds
Pennsylvania
$912K +$849K +20,837 New
Charles Schwab
19
Charles Schwab
California
$817K -$7.66K -188 -1%
Morgan Stanley
20
Morgan Stanley
New York
$668K +$38.2K +939 +7%
Los Angeles Capital Management
21
Los Angeles Capital Management
California
$590K -$43.2K -1,060 -7%
SHIM
22
Stone House Investment Management
Pennsylvania
$535K +$407 +10 +0.1%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$461K -$9.69K -238 -2%
Bank of America
24
Bank of America
North Carolina
$427K -$22.6K -554 -5%
SO
25
STRS Ohio
Ohio
$416K +$28.5K +700 +8%

PFIS Hedge Fund Activity: Q2 2023 in Review

60 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q2 2023, worth a combined $96.9M — up 1.5% from $95.5M a quarter earlier.

Fund positioning in PFIS was balanced in Q2 2023: 5 funds opened new positions, 5 closed out, 19 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, adding an estimated $1.05M. The largest seller was Maltese Capital Management, cutting an estimated $1.37M.

  • 60 institutional investors held Peoples Financial Services (PFIS) as of Q2 2023, down from 61 in Q1 2023.
  • Funds reported $96.9M of Peoples Financial Services stock for Q2 2023, up 1.5% quarter-over-quarter.
  • 5 funds opened new Peoples Financial Services positions in Q2 2023 and 5 closed out, a net change of 0 holders.
  • The largest Peoples Financial Services buyer in Q2 2023 was BlackRock, an estimated $1.05M added.
  • The largest Peoples Financial Services seller in Q2 2023 was Maltese Capital Management, an estimated $1.37M sold.

Based on aggregated 13F filings for Q2 2023.