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Peoples Bancorp
PEBO

106 hedge funds and large institutions have $354M invested in Peoples Bancorp in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

59.96% more ownership

Funds ownership: 0% → 59.96% (+60%)

34% more capital invested

Capital invested by funds: $264M → $354M (+$90.3M)

29% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 31

9% more funds holding

Funds holding: 97 → 106 (+9)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
106
Holders Change
+9
Holders Change %
+9.28%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
40
Reduced
31
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.85M
2
BFA
BlackRock Fund Advisors
California
+$2.1M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.48M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.43M
5
LSV Asset Management
LSV Asset Management
Illinois
+$1.15M

Top Sellers

1
PMG
Private Management Group
California
-$12.2M
2
MCM
Maltese Capital Management
New York
-$1.6M
3
KCM
Kennedy Capital Management
Missouri
-$674K
4
PBO
Peoples Bank (Ohio)
Ohio
-$570K
5
IP
Investment Partners
Ohio
-$562K
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
26
Teachers Advisors
New York
$1.7M +$445K +16,092 +44%
Bank of America
27
Bank of America
North Carolina
$1.7M -$401K -14,487 -22%
First Trust Advisors
28
First Trust Advisors
Illinois
$1.66M +$673K +24,318 +91%
Victory Capital Management
29
Victory Capital Management
Texas
$1.4M +$70.2K +2,535 +6%
NFA
30
Nationwide Fund Advisors
Ohio
$1.27M -$100K -3,630 -8%
PCM
31
Piermont Capital Management
Missouri
$1.21M -$97.9K -3,538 -9%
BCM
32
BHZ Capital Management
California
$1.2M – – –
CS
33
Credit Suisse
Switzerland
$1.17M +$67.6K +2,443 +7%
SAM
34
Shell Asset Management
Netherlands
$1.1M +$940K +33,966 New
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$1.07M -$24.9K -900 -3%
Charles Schwab
36
Charles Schwab
California
$909K – – –
JP Morgan Chase
37
JP Morgan Chase
New York
$903K +$770K +27,812 New
Invesco
38
Invesco
Georgia
$890K +$58.9K +2,129 +8%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$853K +$28.8K +1,039 +4%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$826K +$141K +5,080 +25%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$815K +$695K +25,098 New
Federated Hermes
42
Federated Hermes
Pennsylvania
$788K +$268K +9,690 +66%
Swiss National Bank
43
Swiss National Bank
Switzerland
$782K – – –
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$773K -$23.8K -858 -3%
SO
45
STRS Ohio
Ohio
$766K -$108K -3,900 -14%
Bessemer Group
46
Bessemer Group
New Jersey
$724K +$194K +7,000 +46%
Millennium Management
47
Millennium Management
New York
$707K +$293K +10,576 +94%
CCMH
48
Cornerstone Capital Management Holdings
New York
$683K +$199K +7,200 +52%
DSC
49
Duncker Streett & Co
Missouri
$668K – – –
BCM
50
Buckhead Capital Management
Georgia
$660K -$88.6K -3,200 -14%
1
2
3 4 5

PEBO Hedge Fund Activity: Q4 2016 in Review

106 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp (PEBO) for Q4 2016, worth a combined $354M — up 34% from $264M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PEBO positions and 4 closed out — a net gain of 10 holders — while 40 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.85M. The largest seller was Private Management Group, cutting an estimated $12.2M.

  • 106 institutional investors held Peoples Bancorp (PEBO) as of Q4 2016, up from 97 in Q3 2016.
  • Funds reported $354M of Peoples Bancorp stock for Q4 2016, up 34% quarter-over-quarter.
  • 14 funds opened new Peoples Bancorp positions in Q4 2016 and 4 closed out, a net change of +10 holders.
  • The largest Peoples Bancorp buyer in Q4 2016 was Morgan Stanley, an estimated $2.85M added.
  • The largest Peoples Bancorp seller in Q4 2016 was Private Management Group, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2016.