We are live on ! Find out more
PEBO icon

Peoples Bancorp
PEBO

114 hedge funds and large institutions have $390M invested in Peoples Bancorp in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $367M → $390M (+$22.8M)

8% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $1.18M

0.95% more ownership

Funds ownership: 62.57% → 63.51% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 115 → 114 (-1)

5% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 38

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
7
Increased
36
Reduced
38
Closed
8
Calls
$1.27M
Puts
$1.18M
Net Calls
+$98K
Net Calls Change
+$98K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$2.77M
2
Charles Schwab
Charles Schwab
California
+$1.19M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.06M
4
BlackRock
BlackRock
New York
+$1.05M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$880K

Top Sellers

1
PCA
PL Capital Advisors
Florida
-$842K
2
PI
Putnam Investments
Massachusetts
-$615K
3
PBO
Peoples Bank (Ohio)
Ohio
-$483K
4
WI
WBI Investments
New Jersey
-$476K
5
AG
Advisor Group
Arizona
-$451K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$2.1M -$271K -8,526 -12%
TCIM
27
TIAA CREF Investment Management
New York
$1.97M -$128K -4,038 -6%
NFA
28
Nationwide Fund Advisors
Ohio
$1.96M +$534K +16,825 +41%
ZIM
29
Zacks Investment Management
Illinois
$1.87M +$8.6K +271 +0.5%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$1.81M +$109K +3,447 +7%
Bank of America
31
Bank of America
North Carolina
$1.57M +$25.7K +809 +2%
TA
32
Teachers Advisors
New York
$1.52M -$35.6K -1,123 -2%
CIC
33
Cornercap Investment Counsel
Georgia
$1.43M +$778K +24,530 +136%
BCM
34
BHZ Capital Management
California
$1.26M – – –
CS
35
Credit Suisse
Switzerland
$1.21M +$437K +13,768 +62%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$1.2M +$20.6K +649 +2%
HNB
37
Huntington National Bank
Ohio
$1.1M -$82.5K -2,600 -7%
Bessemer Group
38
Bessemer Group
New Jersey
$1.06M – – –
SAM
39
Shell Asset Management
Netherlands
$1.04M -$25.4K -800 -3%
Victory Capital Management
40
Victory Capital Management
Texas
$1.02M -$105K -3,305 -10%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$982K +$196K +6,190 +27%
IA
42
IndexIQ Advisors
New York
$920K +$394K +12,423 +83%
Swiss National Bank
43
Swiss National Bank
Switzerland
$917K – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$911K -$31.5K -993 -4%
PCM
45
Piermont Capital Management
Missouri
$910K – – –
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$880K -$92.1K -2,902 -10%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$827K +$41.8K +1,317 +6%
Invesco
48
Invesco
Georgia
$822K +$21.4K +674 +3%
AG
49
Aperio Group
California
$821K +$984 +31 +0.1%
Allianz Asset Management
50
Allianz Asset Management
Germany
$813K -$107K -3,387 -12%
1
2
3 4 5

PEBO Hedge Fund Activity: Q3 2017 in Review

114 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp (PEBO) for Q3 2017, worth a combined $390M — up 6.2% from $367M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PEBO and 7 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 36 added.

The largest buyer was Millennium Management, adding an estimated $2.77M. The largest seller was PL Capital Advisors, cutting an estimated $842K.

  • 114 institutional investors held Peoples Bancorp (PEBO) as of Q3 2017, down from 115 in Q2 2017.
  • Funds reported $390M of Peoples Bancorp stock for Q3 2017, up 6.2% quarter-over-quarter.
  • 7 funds opened new Peoples Bancorp positions in Q3 2017 and 8 closed out, a net change of -1 holder.
  • The largest Peoples Bancorp buyer in Q3 2017 was Millennium Management, an estimated $2.77M added.
  • The largest Peoples Bancorp seller in Q3 2017 was PL Capital Advisors, an estimated $842K sold.

Based on aggregated 13F filings for Q3 2017.