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Peoples Bancorp
PEBO

124 hedge funds and large institutions have $420M invested in Peoples Bancorp in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.09% less ownership

Funds ownership: 61.71% → 61.63% (-0.09%)

1% less funds holding

Funds holding: 125 → 124 (-1)

8% less capital invested

Capital invested by funds: $455M → $420M (-$35M)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $879K

Holders
124
Holders Change
-1
Holders Change %
-0.8%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
44
Reduced
37
Closed
10
Calls
–
Puts
$879K
Net Calls
-$879K
Net Calls Change
+$175K

Top Buyers

Rank Fund Capital Flow
1
EPCA
Elizabeth Park Capital Advisors
Ohio
+$4.04M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.21M
3
PBO
Peoples Bank (Ohio)
Ohio
+$1.89M
4
Wells Fargo
Wells Fargo
California
+$1.12M
5
CIC
Cornercap Investment Counsel
Georgia
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
PI
Putnam Investments
Massachusetts
-$4.16M
2
AL
AJO LP
Pennsylvania
-$1.92M
3
Millennium Management
Millennium Management
New York
-$1.75M
4
BlackRock
BlackRock
New York
-$1.46M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$2.27M +$75.6K +2,056 +3%
IA
27
IndexIQ Advisors
New York
$2.25M +$88.9K +2,420 +4%
TCIM
28
TIAA CREF Investment Management
New York
$2.16M +$123K +3,348 +6%
Bank of America
29
Bank of America
North Carolina
$2.06M +$298K +8,101 +16%
PPA
30
Parametric Portfolio Associates
Washington
$2.03M +$547K +14,877 +35%
First Trust Advisors
31
First Trust Advisors
Illinois
$1.97M -$676K -18,389 -25%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$1.83M +$9.92K +270 +0.5%
BPM
33
Bowling Portfolio Management
Ohio
$1.67M -$184K -5,004 -10%
TA
34
Teachers Advisors
New York
$1.62M -$19.4K -528 -1%
Victory Capital Management
35
Victory Capital Management
Texas
$1.58M – – –
BCM
36
BHZ Capital Management
California
$1.39M – – –
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$1.21M -$12.5K -339 -1%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$1.18M +$260K +7,077 +26%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$1.18M +$9.37K +255 +0.8%
Swiss National Bank
40
Swiss National Bank
Switzerland
$1.07M +$77.2K +2,100 +7%
SFM
41
Systematic Financial Management
New Jersey
$1.07M -$2.76K -75 -0.2%
SAM
42
Shell Asset Management
Netherlands
$1.03M – – –
Ameriprise
43
Ameriprise
Minnesota
$1.02M +$251K +6,828 +30%
CIC
44
Cornercap Investment Counsel
Georgia
$1.02M +$1.07M +29,070 New
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$947K -$331 -9 -0%
UCI
46
Uncommon Cents Investing
Wisconsin
$937K -$15.1K -410 -2%
SCM
47
Sterling Capital Management
North Carolina
$916K +$37 +1 +0%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$901K – – –
Invesco
49
Invesco
Georgia
$897K +$10.8K +293 +1%
Prudential Financial
50
Prudential Financial
New Jersey
$895K -$81.3K -2,213 -8%
1
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PEBO Hedge Fund Activity: Q3 2018 in Review

124 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp (PEBO) for Q3 2018, worth a combined $420M — down 7.7% from $455M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PEBO and 9 opened new positions — a net loss of 1 holder — while 37 trimmed existing stakes and 44 added.

The largest buyer was Elizabeth Park Capital Advisors, adding an estimated $4.04M. The largest seller was Putnam Investments, exiting entirely with an estimated $4.16M sold.

  • 124 institutional investors held Peoples Bancorp (PEBO) as of Q3 2018, down from 125 in Q2 2018.
  • Funds reported $420M of Peoples Bancorp stock for Q3 2018, down 7.7% quarter-over-quarter.
  • 9 funds opened new Peoples Bancorp positions in Q3 2018 and 10 closed out, a net change of -1 holder.
  • The largest Peoples Bancorp buyer in Q3 2018 was Elizabeth Park Capital Advisors, an estimated $4.04M added.
  • The largest Peoples Bancorp seller in Q3 2018 was Putnam Investments, an estimated $4.16M sold.

Based on aggregated 13F filings for Q3 2018.