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Peoples Bancorp
PEBO

80 hedge funds and large institutions have $123M invested in Peoples Bancorp in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $114M → $123M (+$9.36M)

5% more funds holding

Funds holding: 76 → 80 (+4)

4% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 28

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$605K
2
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
+$534K
3
JIR
James Investment Research
Ohio
+$301K
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$210K
5
GMIM
General Motors Investment Management
New York
+$206K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$1.84M
2
BG
BlackRock Group
United Kingdom
-$1.03M
3
Deutsche Bank
Deutsche Bank
Germany
-$315K
4
BFA
BlackRock Fund Advisors
California
-$269K
5
JP Morgan Chase
JP Morgan Chase
New York
-$254K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
26
Panagora Asset Management
Massachusetts
$785K -$88.2K -3,951 -10%
PPA
27
Parametric Portfolio Associates
Washington
$733K +$10.8K +482 +2%
SO
28
STRS Ohio
Ohio
$716K -$53.6K -2,400 -7%
Bank of America
29
Bank of America
North Carolina
$715K -$7.59K -340 -1%
CS
30
Credit Suisse
Switzerland
$673K +$106K +4,766 +19%
PI
31
Putnam Investments
Massachusetts
$663K -$16.7K -748 -2%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$646K -$11.2K -500 -2%
Prudential Financial
33
Prudential Financial
New Jersey
$607K +$20.1K +900 +3%
Invesco
34
Invesco
Georgia
$591K -$86.5K -3,876 -13%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$567K -$89.3K -4,001 -14%
NFA
36
Nationwide Fund Advisors
Ohio
$566K -$17.1K -768 -3%
MAM
37
Martingale Asset Management
Massachusetts
$520K +$38K +1,700 +8%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$506K – – –
AllianceBernstein
39
AllianceBernstein
Tennessee
$502K -$78.1K -3,500 -14%
Morgan Stanley
40
Morgan Stanley
New York
$490K +$144K +6,471 +42%
DSC
41
Duncker Streett & Co
Missouri
$463K – – –
SAM
42
Shell Asset Management
Netherlands
$443K +$71.2K +3,188 +19%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$440K +$2.23K +100 +0.5%
CIC
44
Cornercap Investment Counsel
Georgia
$411K +$53.2K +2,385 +15%
TA
45
Teachers Advisors
New York
$384K – – –
RBA
46
Richard Bernstein Advisors
New York
$353K – – –
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$339K – – –
Two Sigma Investments
48
Two Sigma Investments
New York
$327K +$647 +29 +0.2%
Charles Schwab
49
Charles Schwab
California
$318K – – –
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$310K -$21.2K -950 -6%
1
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PEBO Hedge Fund Activity: Q4 2013 in Review

80 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp (PEBO) for Q4 2013, worth a combined $123M — up 8.2% from $114M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PEBO positions and 4 closed out — a net gain of 4 holders — while 27 added to existing stakes and 28 trimmed.

The largest buyer was Emerald Mutual Fund Advisers Trust, adding an estimated $605K. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.84M sold.

  • 80 institutional investors held Peoples Bancorp (PEBO) as of Q4 2013, up from 76 in Q3 2013.
  • Funds reported $123M of Peoples Bancorp stock for Q4 2013, up 8.2% quarter-over-quarter.
  • 8 funds opened new Peoples Bancorp positions in Q4 2013 and 4 closed out, a net change of +4 holders.
  • The largest Peoples Bancorp buyer in Q4 2013 was Emerald Mutual Fund Advisers Trust, an estimated $605K added.
  • The largest Peoples Bancorp seller in Q4 2013 was Goldman Sachs, an estimated $1.84M sold.

Based on aggregated 13F filings for Q4 2013.