We are live on ! Find out more
PFIS icon

Peoples Financial Services
PFIS

69 hedge funds and large institutions have $110M 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.

New
Increased
Maintained
Reduced
Closed

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

29% more capital invested

Capital invested by funds: $85.4M → $110M (+$25.1M)

17% more funds holding

Funds holding: 59 → 69 (+10)

2.19% more ownership

Funds ownership: 30.02% → 32.21% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
69
Holders Change
+10
Holders Change %
+16.95%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
25
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.79M
2
Morgan Stanley
Morgan Stanley
New York
+$1.46M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$888K
4
ZIM
Zacks Investment Management
Illinois
+$792K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$705K

Top Sellers

Rank Fund Capital Flow
1
PRCP
Pacific Ridge Capital Partners
Oregon
-$1.96M
2
MCM
Maltese Capital Management
New York
-$1.32M
3
LSV Asset Management
LSV Asset Management
Illinois
-$303K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$274K
5
Creative Planning
Creative Planning
Kansas
-$253K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$24.9M +$1.79M +41,818 +9%
PFSC
2
Peoples Financial Services Corp
Pennsylvania
$16.7M -$177K -4,141 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.4M +$135K +3,140 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$8.23M +$888K +20,723 +14%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$7.04M +$105K +2,450 +2%
State Street
6
State Street
Massachusetts
$6.72M +$203K +4,731 +4%
Northern Trust
7
Northern Trust
Illinois
$3.11M +$177K +4,141 +7%
Morgan Stanley
8
Morgan Stanley
New York
$2.38M +$1.46M +34,181 +232%
BCM
9
Bridgeway Capital Management
Texas
$2.32M +$90.5K +2,112 +5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.97M -$274K -6,403 -14%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$1.71M -$11.7K -272 -0.8%
Renaissance Technologies
12
Renaissance Technologies
New York
$1.48M +$191K +4,463 +17%
EWS
13
Eagle Wealth Strategies
New Jersey
$1.39M +$1.23M +28,615 New
EF
14
Empowered Funds
Pennsylvania
$1.2M +$90.5K +2,112 +9%
N
15
Nuveen
North Carolina
$1.17M +$11.8K +275 +1%
Wells Fargo
16
Wells Fargo
California
$1.08M +$16.7K +389 +2%
Charles Schwab
17
Charles Schwab
California
$905K -$2.48K -58 -0.3%
ZIM
18
Zacks Investment Management
Illinois
$900K +$792K +18,480 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$801K +$705K +16,446 New
American Century Companies
20
American Century Companies
Missouri
$670K +$590K +13,763 New
Bank of America
21
Bank of America
North Carolina
$623K +$92.1K +2,149 +20%
Los Angeles Capital Management
22
Los Angeles Capital Management
California
$580K -$15.2K -355 -3%
SHIM
23
Stone House Investment Management
Pennsylvania
$574K +$386 +9 +0.1%
JP Morgan Chase
24
JP Morgan Chase
New York
$558K +$277K +6,465 +129%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$517K -$1.16K -27 -0.3%
1
2 3

PFIS Hedge Fund Activity: Q4 2023 in Review

69 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q4 2023, worth a combined $110M — up 29% 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 $110M of Peoples Financial Services stock for Q4 2023, up 29% 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.