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Peoples Financial Services

68 hedge funds and large institutions have $96.8M invested in Peoples Financial Services in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.29% less ownership

Funds ownership: 32.21%31.92% (-0.29%)

1% less funds holding

Funds holding: 6968 (-1)

12% less capital invested

Capital invested by funds: $110M → $96.8M (-$13.6M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
17
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$21.3M -$779K -18,168 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$13.9M +$291K +6,776 +2%
PFSC
3
Peoples Financial Services Corp
Pennsylvania
$13M -$1.84M -42,837 -12%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$7.88M +$589K +13,731 +8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$6.46M +$231K +5,386 +4%
State Street
6
State Street
Massachusetts
$6.44M +$497K +11,588 +8%
Northern Trust
7
Northern Trust
Illinois
$2.74M -$9K -210 -0.3%
BCM
8
Bridgeway Capital Management
Texas
$2.13M +$82.5K +1,925 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.7M -$43.6K -1,016 -3%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$1.51M
Renaissance Technologies
11
Renaissance Technologies
New York
$1.41M +$100K +2,337 +8%
EWS
12
Eagle Wealth Strategies
New Jersey
$1.18M
EF
13
Empowered Funds
Pennsylvania
$1.15M +$82.5K +1,925 +8%
N
14
Nuveen
North Carolina
$1.04M
American Century Companies
15
American Century Companies
Missouri
$990K +$395K +9,203 +67%
Wells Fargo
16
Wells Fargo
California
$973K +$13.4K +312 +1%
Morgan Stanley
17
Morgan Stanley
New York
$901K -$1.2M -28,015 -57%
Millennium Management
18
Millennium Management
New York
$801K +$796K +18,576 New
Invesco
19
Invesco
Georgia
$783K +$778K +18,156 New
Charles Schwab
20
Charles Schwab
California
$776K -$25.7K -600 -3%
JP Morgan Chase
21
JP Morgan Chase
New York
$686K +$191K +4,458 +39%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$608K -$101K -2,352 -14%
Citadel Advisors
23
Citadel Advisors
Florida
$514K +$511K +11,918 New
SHIM
24
Stone House Investment Management
Pennsylvania
$502K -$6.69K -156 -1%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$469K +$11.1K +260 +2%

PFIS Hedge Fund Activity: Q1 2024 in Review

68 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q1 2024, worth a combined $96.8M — down 12% from $110M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PFIS and 5 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 17 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $796K. The largest seller was Peoples Financial Services Corp, cutting an estimated $1.84M.

  • 68 institutional investors held Peoples Financial Services (PFIS) as of Q1 2024, down from 69 in Q4 2023.
  • Funds reported $96.8M of Peoples Financial Services stock for Q1 2024, down 12% quarter-over-quarter.
  • 5 funds opened new Peoples Financial Services positions in Q1 2024 and 6 closed out, a net change of -1 holder.
  • The largest Peoples Financial Services buyer in Q1 2024 was Millennium Management, an estimated $796K added.
  • The largest Peoples Financial Services seller in Q1 2024 was Peoples Financial Services Corp, an estimated $1.84M sold.

Based on aggregated 13F filings for Q1 2024.