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Provident Financial Services

256 hedge funds and large institutions have $1.68B invested in Provident Financial Services in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 74 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,078% more call options, than puts

Call options by funds: $376K | Put options by funds: $9K

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

30% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 74

2% more funds holding

Funds holding: 250256 (+6)

2% more capital invested

Capital invested by funds: $1.64B → $1.68B (+$34.6M)

0.3% more ownership

Funds ownership: 67.89%68.19% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
256
Holders Change
+6
Holders Change %
+2.4%
% of All Funds
3.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
96
Reduced
74
Closed
21
Calls
$376K
Puts
$9K
Net Calls
+$367K
Net Calls Change
+$947K
Name Holding Trade Value Shares
Change
Change in
Stake
MAA
176
Matrix Asset Advisors
New York
$257K
EWA
177
EP Wealth Advisors
California
$254K +$41K +2,074 +18%
CIBC Asset Management
178
CIBC Asset Management
Ontario, Canada
$253K +$15.3K +772 +6%
AIP
179
Ameritas Investment Partners
Nebraska
$249K +$14.1K +714 +6%
Natixis Advisors
180
Natixis Advisors
Massachusetts
$239K +$250K +12,650 New
IC
181
IEQ Capital
California
$239K +$47K +2,378 +23%
AAS
182
Avantax Advisory Services
Texas
$228K +$16.6K +839 +7%
CWM
183
CIBC World Markets
New York
$222K +$233K +11,783 New
PH
184
Pinnacle Holdings
Oklahoma
$218K
SEIA
185
Signature Estate & Investment Advisors
California
$215K
State of Wisconsin Investment Board
186
State of Wisconsin Investment Board
Wisconsin
$213K +$20K +1,010 +10%
IWA
187
IBEX Wealth Advisors
New Jersey
$211K +$221K +11,195 New
CL
188
Choreo LLC
Illinois
$210K -$12.6K -637 -5%
SOW
189
State of Wyoming
Wyoming
$209K +$108K +5,442 +97%
SC
190
Savant Capital
Illinois
$206K +$13.1K +664 +6%
Wealth Enhancement Advisory Services
191
Wealth Enhancement Advisory Services
Minnesota
$203K +$7.3K +369 +4%
JG
192
Jain Global
New York
$200K +$210K +10,600 New
HTC
193
Haverford Trust Company
Pennsylvania
$190K
BA
194
Bluesphere Advisors
Pennsylvania
$189K
AF
195
Allworth Financial
California
$151K +$156K +7,906 +35,936%
SAM
196
Smartleaf Asset Management
Massachusetts
$142K +$87.2K +4,408 +141%
KBC Group
197
KBC Group
Belgium
$121K +$36.5K +1,848 +41%
PP
198
PFS Partners
New Jersey
$105K
SPIA
199
Steward Partners Investment Advisory
New York
$99K +$104K +5,248 New
Osaic Holdings
200
Osaic Holdings
Arizona
$89.9K -$5.5K -278 -6%

PFS Hedge Fund Activity: Q4 2024 in Review

256 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Provident Financial Services (PFS) for Q4 2024, worth a combined $1.68B — up 2.1% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PFS positions and 21 closed out — a net gain of 10 holders — while 96 added to existing stakes and 74 trimmed.

The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $5.27M. The largest seller was Morgan Stanley, cutting an estimated $9.62M.

  • 256 institutional investors held Provident Financial Services (PFS) as of Q4 2024, up from 250 in Q3 2024.
  • Funds reported $1.68B of Provident Financial Services stock for Q4 2024, up 2.1% quarter-over-quarter.
  • 31 funds opened new Provident Financial Services positions in Q4 2024 and 21 closed out, a net change of +10 holders.
  • The largest Provident Financial Services buyer in Q4 2024 was Assenagon Asset Management, an estimated $5.27M added.
  • The largest Provident Financial Services seller in Q4 2024 was Morgan Stanley, an estimated $9.62M sold.

Based on aggregated 13F filings for Q4 2024.