Peoples Bancorp
PEBO
106 hedge funds and large institutions have $354M invested in Peoples Bancorp in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
59.96% more ownership
Funds ownership: 0% → 59.96% (+60%)
34% more capital invested
Capital invested by funds: $264M → $354M (+$90.3M)
29% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 31
9% more funds holding
Funds holding: 97 → 106 (+9)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$2.85M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.1M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.48M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.43M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$1.15M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CG
101
Cutler Group
San Francisco,
California
| $11K | -$73.3K | -2,648 | -88% |
|
|
MA
102
MUFG Americas
New York
| $8K | -$7.25K | -262 | -51% |
|
103
Creative Planning
Overland Park,
Kansas
| $8K | +$6.92K | +250 | New |
|
|
HR
104
Howe & Rusling
Rochester,
New York
| $4K | – | – | – |
|
|
NSIM
105
North Star Investment Management
Chicago,
Illinois
| $3K | -$4.01K | -145 | -58% |
|
106
US Bancorp
Minneapolis,
Minnesota
| $1K | – | – | – |
|
|
MCM
107
Maltese Capital Management
New York
| – | -$1.6M | -65,000 | Closed |
|
|
KCM
108
Kennedy Capital Management
St Louis,
Missouri
| – | -$674K | -27,399 | Closed |
|
109
Goldman Sachs
New York
| – | -$258K | -10,487 | Closed |
|
|
IA
110
IFP Advisors
Tampa,
Florida
| – | -$17K | -681 | Closed |
|
PEBO Hedge Fund Activity: Q4 2016 in Review
106 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp (PEBO) for Q4 2016, worth a combined $354M — up 34% from $264M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PEBO positions and 4 closed out — a net gain of 10 holders — while 40 added to existing stakes and 31 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.85M. The largest seller was Private Management Group, cutting an estimated $12.2M.
- 106 institutional investors held Peoples Bancorp (PEBO) as of Q4 2016, up from 97 in Q3 2016.
- Funds reported $354M of Peoples Bancorp stock for Q4 2016, up 34% quarter-over-quarter.
- 14 funds opened new Peoples Bancorp positions in Q4 2016 and 4 closed out, a net change of +10 holders.
- The largest Peoples Bancorp buyer in Q4 2016 was Morgan Stanley, an estimated $2.85M added.
- The largest Peoples Bancorp seller in Q4 2016 was Private Management Group, an estimated $12.2M sold.
Based on aggregated 13F filings for Q4 2016.