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Peoples Financial Services

69 hedge funds and large institutions have $108M invested in Peoples Financial Services in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

12% more capital invested

Capital invested by funds: $96.8M → $108M (+$11.4M)

1.75% more ownership

Funds ownership: 31.92%33.67% (+1.7%)

1% more funds holding

Funds holding: 6869 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
28
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$26.5M +$3.43M +87,675 +18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$16.5M +$1.58M +40,229 +12%
PFSC
3
Peoples Financial Services Corp
Pennsylvania
$10.8M -$2.46M -62,912 -21%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$8.74M +$357K +9,122 +5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$8.38M +$1.33M +34,070 +23%
State Street
6
State Street
Massachusetts
$7.76M +$820K +20,938 +14%
Northern Trust
7
Northern Trust
Illinois
$2.86M -$34.2K -873 -1%
BCM
8
Bridgeway Capital Management
Texas
$2.34M +$77.6K +1,980 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.15M +$307K +7,831 +20%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$1.6M
Renaissance Technologies
11
Renaissance Technologies
New York
$1.31M -$161K -4,100 -13%
EWS
12
Eagle Wealth Strategies
New Jersey
$1.3M
EF
13
Empowered Funds
Pennsylvania
$1.3M +$77.6K +1,980 +7%
N
14
Nuveen
North Carolina
$1.22M +$111K +2,843 +12%
Charles Schwab
15
Charles Schwab
California
$1.11M +$252K +6,425 +36%
Wells Fargo
16
Wells Fargo
California
$1.09M +$53K +1,354 +6%
American Century Companies
17
American Century Companies
Missouri
$1.02M -$23.2K -593 -3%
Morgan Stanley
18
Morgan Stanley
New York
$918K -$29.1K -742 -4%
Invesco
19
Invesco
Georgia
$887K +$51.4K +1,312 +7%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$650K +$6.82K +174 +1%
BAM
21
Berkshire Asset Management
Pennsylvania
$583K +$501K +12,791 New
Millennium Management
22
Millennium Management
New York
$568K -$239K -6,098 -33%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$567K +$61.7K +1,576 +14%
SHIM
24
Stone House Investment Management
Pennsylvania
$530K +$470 +12 +0.1%
Bank of America
25
Bank of America
North Carolina
$495K +$100K +2,564 +31%

PFIS Hedge Fund Activity: Q2 2024 in Review

69 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q2 2024, worth a combined $108M — up 12% from $96.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PFIS positions and 8 closed out — a net gain of 1 holder — while 28 added to existing stakes and 17 trimmed.

The largest buyer was BlackRock, adding an estimated $3.43M. The largest seller was Peoples Financial Services Corp, cutting an estimated $2.46M.

  • 69 institutional investors held Peoples Financial Services (PFIS) as of Q2 2024, up from 68 in Q1 2024.
  • Funds reported $108M of Peoples Financial Services stock for Q2 2024, up 12% quarter-over-quarter.
  • 9 funds opened new Peoples Financial Services positions in Q2 2024 and 8 closed out, a net change of +1 holder.
  • The largest Peoples Financial Services buyer in Q2 2024 was BlackRock, an estimated $3.43M added.
  • The largest Peoples Financial Services seller in Q2 2024 was Peoples Financial Services Corp, an estimated $2.46M sold.

Based on aggregated 13F filings for Q2 2024.