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Peoples Bancorp

141 hedge funds and large institutions have $506M invested in Peoples Bancorp in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 39 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $496K | Put options by funds: $151K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

72% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 39

23% more capital invested

Capital invested by funds: $412M → $506M (+$93.9M)

0.88% less ownership

Funds ownership: 56.21%55.33% (-0.88%)

7% less funds holding

Funds holding: 151141 (-10)

38% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 24

Holders
141
Holders Change
-10
Holders Change %
-6.62%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
15
Increased
67
Reduced
39
Closed
24
Calls
$496K
Puts
$151K
Net Calls
+$345K
Net Calls Change
+$442K
Name Holding Trade Value Shares
Change
Change in
Stake
JCIA
51
Jackson Creek Investment Advisors
Colorado
$952K +$935K +35,848 New
Barclays
52
Barclays
United Kingdom
$938K +$284K +10,903 +45%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$881K +$29K +1,111 +3%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$861K -$170K -6,502 -17%
Legal & General Group
55
Legal & General Group
United Kingdom
$815K +$434K +16,665 +119%
SIC
56
Shoker Investment Counsel
Ohio
$779K +$303K +11,633 +66%
CS
57
Credit Suisse
Switzerland
$775K +$124K +4,738 +19%
Arrowstreet Capital
58
Arrowstreet Capital
Massachusetts
$750K +$216K +8,269 +41%
Citigroup
59
Citigroup
New York
$744K +$709K +27,181 +3,232%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$718K +$134K +5,138 +23%
UBS Group
61
UBS Group
Switzerland
$704K +$196K +7,523 +40%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$658K +$246K +9,453 +62%
ZCM
63
Ziegler Capital Management
Illinois
$631K -$146K -5,611 -19%
Federated Hermes
64
Federated Hermes
Pennsylvania
$628K +$109K +4,165 +21%
ROC
65
River Oaks Capital
Minnesota
$624K +$613K +23,500 New
Rafferty Asset Management
66
Rafferty Asset Management
New York
$614K +$222K +8,524 +58%
Teacher Retirement System of Texas
67
Teacher Retirement System of Texas
Texas
$610K +$185K +7,112 +45%
CA
68
Cetera Advisors
Colorado
$575K
DFCM
69
Dark Forest Capital Management
Puerto Rico
$569K +$559K +21,424 New
Prudential Financial
70
Prudential Financial
New Jersey
$530K -$694K -26,625 -57%
AQR Capital Management
71
AQR Capital Management
Connecticut
$513K -$1.56M -59,697 -76%
Wells Fargo
72
Wells Fargo
California
$505K +$162K +6,201 +48%
MIM
73
MetLife Investment Management
New Jersey
$472K +$79.3K +3,041 +21%
JIC
74
Johnson Investment Counsel
Ohio
$454K +$135K +5,163 +43%
Mirae Asset Global Investments
75
Mirae Asset Global Investments
South Korea
$450K +$130K +5,000 +42%

PEBO Hedge Fund Activity: Q2 2023 in Review

141 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp (PEBO) for Q2 2023, worth a combined $506M — up 23% from $412M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of PEBO and 15 opened new positions — a net loss of 9 holders — while 39 trimmed existing stakes and 67 added.

The largest buyer was Patriot Financial Partners, opening a new position worth an estimated $30.5M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.12M sold.

  • 141 institutional investors held Peoples Bancorp (PEBO) as of Q2 2023, down from 151 in Q1 2023.
  • Funds reported $506M of Peoples Bancorp stock for Q2 2023, up 23% quarter-over-quarter.
  • 15 funds opened new Peoples Bancorp positions in Q2 2023 and 24 closed out, a net change of -9 holders.
  • The largest Peoples Bancorp buyer in Q2 2023 was Patriot Financial Partners, an estimated $30.5M added.
  • The largest Peoples Bancorp seller in Q2 2023 was Citadel Advisors, an estimated $2.12M sold.

Based on aggregated 13F filings for Q2 2023.