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Provident Financial Services
PFS

169 hedge funds and large institutions have $1.19B invested in Provident Financial Services in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 44

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

5% more funds holding

Funds holding: 161 → 169 (+8)

1.25% more ownership

Funds ownership: 65.14% → 66.4% (+1.3%)

3% more capital invested

Capital invested by funds: $1.15B → $1.19B (+$36M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
169
Holders Change
+8
Holders Change %
+4.97%
% of All Funds
3.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
68
Reduced
44
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$8.91M
2
BlackRock
BlackRock
New York
+$8.01M
3
Millennium Management
Millennium Management
New York
+$3.83M
4
Aberdeen Group
Aberdeen Group
United Kingdom
+$3.81M
5
Wells Fargo
Wells Fargo
California
+$3.25M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.7M
2
MAM
Martingale Asset Management
Massachusetts
-$3.22M
3
KTA
Keeley-Teton Advisors
Illinois
-$2.05M
4
WI
WBI Investments
New Jersey
-$2.04M
5
UBS Group
UBS Group
Switzerland
-$2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
151
Advisor Group
Arizona
$26K +$13.6K +500 +100%
SWM
152
SeaCrest Wealth Management
New York
$24K +$24.5K +900 New
Bessemer Group
153
Bessemer Group
New Jersey
$12K -$1.91M -70,265 -99%
STA
154
Summit Trail Advisors
New York
$11K +$10.5K +385 New
Envestnet Asset Management
155
Envestnet Asset Management
Illinois
$10K +$4.05K +149 +65%
Loomis, Sayles & Company
156
Loomis, Sayles & Company
Massachusetts
$8K +$8.1K +298 New
IA
157
IFP Advisors
Florida
$5K -$93.1K -3,424 -95%
MAM
158
Meeder Asset Management
Ohio
$5K -$4.51K -166 -46%
RWA
159
Ropes Wealth Advisors
Massachusetts
$5K – – –
GAM
160
Gemmer Asset Management
California
$4K – – –
QI
161
QS Investors
New York
$2K – – –
WAM
162
Wealthspire Advisors (Maryland)
Maryland
$2K +$1.09K +40 +133%
FMA
163
FNY Managed Accounts
New York
$1K -$4.89K -180 -75%
DA
164
Denali Advisors
California
$1K – – –
PFBT
165
Parkside Financial Bank & Trust
Missouri
$1K – – –
FGC
166
Financial Gravity Companies
Texas
$1K +$789 +29 New
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.25K +46 New
AssetMark Inc
168
AssetMark Inc
California
$1K +$1.5K +55 New
PCG
169
Private Capital Group
Connecticut
$1 +$32.7K +1,203 New
WI
170
WBI Investments
New Jersey
– -$2.04M -76,649 Closed
Assenagon Asset Management
171
Assenagon Asset Management
Luxembourg
– -$1.81M -67,770 Closed
NFA
172
Nationwide Fund Advisors
Ohio
– -$1.68M -62,917 Closed
PI
173
Putnam Investments
Massachusetts
– -$1.2M -44,860 Closed
BCM
174
Bridgeway Capital Management
Texas
– -$1.12M -42,100 Closed
Fidelity Investments
175
Fidelity Investments
Massachusetts
– -$896K -33,600 Closed
4 5 6
7
8

PFS Hedge Fund Activity: Q4 2017 in Review

169 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Provident Financial Services (PFS) for Q4 2017, worth a combined $1.19B — up 3.1% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PFS positions and 17 closed out — a net gain of 8 holders — while 68 added to existing stakes and 44 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $8.91M. The largest seller was Wellington Management Group, cutting an estimated $12.7M.

  • 169 institutional investors held Provident Financial Services (PFS) as of Q4 2017, up from 161 in Q3 2017.
  • Funds reported $1.19B of Provident Financial Services stock for Q4 2017, up 3.1% quarter-over-quarter.
  • 25 funds opened new Provident Financial Services positions in Q4 2017 and 17 closed out, a net change of +8 holders.
  • The largest Provident Financial Services buyer in Q4 2017 was Thrivent Financial for Lutherans, an estimated $8.91M added.
  • The largest Provident Financial Services seller in Q4 2017 was Wellington Management Group, an estimated $12.7M sold.

Based on aggregated 13F filings for Q4 2017.