Peoples Bancorp
PEBO
80 hedge funds and large institutions have $123M invested in Peoples Bancorp in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
8% more capital invested
Capital invested by funds: $114M → $123M (+$9.36M)
5% more funds holding
Funds holding: 76 → 80 (+4)
4% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$605K |
| 2 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
+$534K |
| 3 |
JIR
James Investment Research
Alpha,
Ohio
|
+$301K |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$210K |
| 5 |
GMIM
General Motors Investment Management
New York
|
+$206K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.84M |
| 2 |
BG
BlackRock Group
London,
United Kingdom
|
-$1.03M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$315K |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$269K |
| 5 |
JP Morgan Chase
New York
|
-$254K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
BlackRock
New York
| $8K | – | – | – |
|
77
Ameriprise
Minneapolis,
Minnesota
| $7K | -$12.1K | -543 | -62% |
|
78
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $4.68K | +$35.7K | +1,601 | +0.8% |
|
79
BNP Paribas Financial Markets
Paris,
France
| $3.15K | +$3.13K | +140 | New |
|
|
LWM
80
LBA Wealth Management
Jacksonville,
Florida
| $3K | +$6.34K | +284 | New |
|
|
81
Goldman Sachs
New York
| – | -$1.84M | -87,976 | Closed |
|
|
OSAM
82
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$223K | -10,729 | Closed |
|
|
MCA
83
Mendon Capital Advisors
Key Largo,
Florida
| – | -$95K | -4,568 | Closed |
|
|
1IC
84
1919 Investment Counsel
Baltimore,
Maryland
| – | -$17K | -800 | Closed |
|
PEBO Hedge Fund Activity: Q4 2013 in Review
80 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp (PEBO) for Q4 2013, worth a combined $123M — up 8.2% from $114M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PEBO positions and 4 closed out — a net gain of 4 holders — while 27 added to existing stakes and 28 trimmed.
The largest buyer was Emerald Mutual Fund Advisers Trust, adding an estimated $605K. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.84M sold.
- 80 institutional investors held Peoples Bancorp (PEBO) as of Q4 2013, up from 76 in Q3 2013.
- Funds reported $123M of Peoples Bancorp stock for Q4 2013, up 8.2% quarter-over-quarter.
- 8 funds opened new Peoples Bancorp positions in Q4 2013 and 4 closed out, a net change of +4 holders.
- The largest Peoples Bancorp buyer in Q4 2013 was Emerald Mutual Fund Advisers Trust, an estimated $605K added.
- The largest Peoples Bancorp seller in Q4 2013 was Goldman Sachs, an estimated $1.84M sold.
Based on aggregated 13F filings for Q4 2013.