Peoples Financial Services
PFIS
69 hedge funds and large institutions have $109M invested in Peoples Financial Services in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
67% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 15
28% more capital invested
Capital invested by funds: $85.4M → $109M (+$23.9M)
17% more funds holding
Funds holding: 59 → 69 (+10)
1.84% more ownership
Funds ownership: 30.02% → 31.86% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.79M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$888K |
| 3 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
+$792K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$705K |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$590K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
-$1.96M |
| 2 |
MCM
Maltese Capital Management
New York
|
-$1.32M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$303K |
| 4 |
Bank of New York Mellon
New York
|
-$274K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$253K |
PFIS Hedge Fund Activity: Q4 2023 in Review
69 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q4 2023, worth a combined $109M — up 28% from $85.4M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PFIS positions and 4 closed out — a net gain of 10 holders — while 25 added to existing stakes and 15 trimmed.
The largest buyer was BlackRock, adding an estimated $1.79M. The largest seller was Pacific Ridge Capital Partners, exiting entirely with an estimated $1.96M sold.
- 69 institutional investors held Peoples Financial Services (PFIS) as of Q4 2023, up from 59 in Q3 2023.
- Funds reported $109M of Peoples Financial Services stock for Q4 2023, up 28% quarter-over-quarter.
- 14 funds opened new Peoples Financial Services positions in Q4 2023 and 4 closed out, a net change of +10 holders.
- The largest Peoples Financial Services buyer in Q4 2023 was BlackRock, an estimated $1.79M added.
- The largest Peoples Financial Services seller in Q4 2023 was Pacific Ridge Capital Partners, an estimated $1.96M sold.
Based on aggregated 13F filings for Q4 2023.