We are live on ! Find out more
PFIS icon

Peoples Financial Services

95 hedge funds and large institutions have $156M invested in Peoples Financial Services in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

55% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 22

14% more capital invested

Capital invested by funds: $137M → $156M (+$19.3M)

13% more funds holding

Funds holding: 8495 (+11)

1.26% more ownership

Funds ownership: 29.32%30.57% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
95
Holders Change
+11
Holders Change %
+13.1%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
34
Reduced
22
Closed
6
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$35.1M +$800K +15,727 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$25M -$383K -7,531 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$11.9M +$503K +9,889 +4%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$10.8M -$8.24K -162 -0.1%
PFSC
5
Peoples Financial Services Corp
Pennsylvania
$10.8M -$696K -13,682 -6%
State Street
6
State Street
Massachusetts
$10.5M +$1.19M +23,362 +13%
Northern Trust
7
Northern Trust
Illinois
$4.24M +$82.3K +1,618 +2%
BCM
8
Bridgeway Capital Management
Texas
$3.12M -$375K -7,373 -11%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.67M +$453K +8,911 +21%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$2.61M +$10.2K +200 +0.4%
AWAP
11
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.99M +$11.4K +225 +0.6%
EF
12
Empowered Funds
Pennsylvania
$1.94M -$375K -7,373 -16%
SBH
13
Segall Bryant & Hamill
Illinois
$1.92M +$1.91M +37,531 New
Morgan Stanley
14
Morgan Stanley
New York
$1.91M -$353K -6,943 -16%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.77M +$721K +14,170 +69%
Renaissance Technologies
16
Renaissance Technologies
New York
$1.49M -$71.2K -1,400 -5%
EWS
17
Eagle Wealth Strategies
New Jersey
$1.47M
N
18
Nuveen
North Carolina
$1.45M +$74.4K +1,464 +5%
CCM
19
Cutler Capital Management
Massachusetts
$1.43M -$78.2K -1,538 -5%
Charles Schwab
20
Charles Schwab
California
$1.35M +$35.8K +704 +3%
Wells Fargo
21
Wells Fargo
California
$1.35M +$64.8K +1,275 +5%
Goldman Sachs
22
Goldman Sachs
New York
$1.29M +$317K +6,244 +33%
BAM
23
Berkshire Asset Management
Pennsylvania
$1.09M +$441K +8,673 +68%
American Century Companies
24
American Century Companies
Missouri
$838K -$202K -3,968 -20%
CAAM
25
Cornerstone Advisors Asset Management
Pennsylvania
$776K

PFIS Hedge Fund Activity: Q4 2024 in Review

95 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q4 2024, worth a combined $156M — up 14% from $137M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PFIS positions and 6 closed out — a net gain of 11 holders — while 34 added to existing stakes and 22 trimmed.

The largest buyer was Segall Bryant & Hamill, opening a new position worth an estimated $1.91M. The largest seller was Peoples Financial Services Corp, cutting an estimated $696K.

  • 95 institutional investors held Peoples Financial Services (PFIS) as of Q4 2024, up from 84 in Q3 2024.
  • Funds reported $156M of Peoples Financial Services stock for Q4 2024, up 14% quarter-over-quarter.
  • 17 funds opened new Peoples Financial Services positions in Q4 2024 and 6 closed out, a net change of +11 holders.
  • The largest Peoples Financial Services buyer in Q4 2024 was Segall Bryant & Hamill, an estimated $1.91M added.
  • The largest Peoples Financial Services seller in Q4 2024 was Peoples Financial Services Corp, an estimated $696K sold.

Based on aggregated 13F filings for Q4 2024.