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Peoples Bancorp
PEBO

96 hedge funds and large institutions have $185M invested in Peoples Bancorp in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $161M → $185M (+$24.6M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more funds holding

Funds holding: 95 → 96 (+1)

9% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 35

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
32
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$18.3M
2
JAM
Jacobs Asset Management
New York
+$7.16M
3
PMG
Private Management Group
California
+$4.91M
4
EC
EJF Capital
Virginia
+$4.75M
5
SBH
Segall Bryant & Hamill
Illinois
+$4.18M

Top Sellers

1
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
-$2.22M
2
JIR
James Investment Research
Ohio
-$1.82M
3
RFC
Russell Frank Company
Washington
-$853K
4
GC
Guggenheim Capital
Illinois
-$569K
5
SAM
Shell Asset Management
Netherlands
-$513K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$399K -$34.1K -1,400 -8%
Stifel Financial
52
Stifel Financial
Missouri
$373K +$133K +5,443 +53%
RBA
53
Richard Bernstein Advisors
New York
$372K – – –
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$357K – – –
Two Sigma Investments
55
Two Sigma Investments
New York
$356K -$168K -6,891 -31%
CAM
56
ClariVest Asset Management
California
$353K -$82.7K -3,393 -19%
CS
57
Credit Suisse
Switzerland
$339K -$113K -4,647 -25%
CCMH
58
Cornerstone Capital Management Holdings
New York
$336K -$87.8K -3,600 -20%
Charles Schwab
59
Charles Schwab
California
$335K – – –
KeyBank National Association
60
KeyBank National Association
Ohio
$309K +$317K +13,000 New
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$307K – – –
Prudential Financial
62
Prudential Financial
New Jersey
$293K -$196K -8,042 -39%
NI
63
Numeric Investors
Massachusetts
$288K – – –
Swiss National Bank
64
Swiss National Bank
Switzerland
$283K +$24.4K +1,000 +9%
VOYA Investment Management
65
VOYA Investment Management
Georgia
$277K – – –
MAM
66
Martingale Asset Management
Massachusetts
$254K -$73 -3 -0%
CL
67
Croft-Leominster
Maryland
$242K +$249K +10,200 New
GMIM
68
General Motors Investment Management
New York
$235K – – –
ST
69
Smithfield Trust
Pennsylvania
$232K +$94.1K +3,860 +65%
Allianz Asset Management
70
Allianz Asset Management
Germany
$230K -$74.1K -3,041 -24%
MLICM
71
Metropolitan Life Insurance Company (MetLife)
New York
$226K – – –
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$223K – – –
Public Employees Retirement Association of Colorado
73
Public Employees Retirement Association of Colorado
Colorado
$189K – – –
BG
74
BlackRock Group
United Kingdom
$188K -$7.41K -304 -4%
Morgan Stanley
75
Morgan Stanley
New York
$170K -$434K -17,786 -71%
1 2
3
4 5

PEBO Hedge Fund Activity: Q3 2014 in Review

96 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp (PEBO) for Q3 2014, worth a combined $185M — up 15% from $161M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PEBO positions and 9 closed out — a net gain of 1 holder — while 32 added to existing stakes and 35 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $18.3M. The largest seller was Bryn Mawr Capital Management Inc, cutting an estimated $2.22M.

  • 96 institutional investors held Peoples Bancorp (PEBO) as of Q3 2014, up from 95 in Q2 2014.
  • Funds reported $185M of Peoples Bancorp stock for Q3 2014, up 15% quarter-over-quarter.
  • 10 funds opened new Peoples Bancorp positions in Q3 2014 and 9 closed out, a net change of +1 holder.
  • The largest Peoples Bancorp buyer in Q3 2014 was Wellington Management Group, an estimated $18.3M added.
  • The largest Peoples Bancorp seller in Q3 2014 was Bryn Mawr Capital Management Inc, an estimated $2.22M sold.

Based on aggregated 13F filings for Q3 2014.