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Peoples Bancorp

137 hedge funds and large institutions have $436M invested in Peoples Bancorp in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 23

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

31% more capital invested

Capital invested by funds: $333M → $436M (+$103M)

10% more funds holding

Funds holding: 125137 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8.39% less ownership

Funds ownership: 57.28%48.89% (-8.4%)

67% less call options, than puts

Call options by funds: $291K | Put options by funds: $869K

Holders
137
Holders Change
+12
Holders Change %
+9.6%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
72
Reduced
23
Closed
12
Calls
$291K
Puts
$869K
Net Calls
-$578K
Net Calls Change
+$169K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
126
Ancora Advisors
Ohio
$17K +$30 +1 +0.2%
TWA
127
TCI Wealth Advisors
Arizona
$14K
Fidelity Investments
128
Fidelity Investments
Massachusetts
$14K +$3.27K +108 +31%
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$4K +$3.72K +123 New
BCA
130
Berman Capital Advisors
Georgia
$3K
NSIM
131
North Star Investment Management
Illinois
$3K
S
132
SignatureFD
Georgia
$3K
QT
133
Quantbot Technologies
New York
$3K +$3.02K +100 New
PA
134
Parallel Advisors
California
$1K -$2.15K -71 -79%
IA
135
IFP Advisors
Florida
$1K +$605 +20 New
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$188 +$73.7K +2,436 +70%
MOACM
137
Mutual of America Capital Management
New York
-$1.27M -42,827 Closed
HF
138
HRT Financial
New York
-$1.01M -34,196 Closed
PI
139
Putnam Investments
Massachusetts
-$914K -30,870 Closed
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
-$424K -14,020 Closed
Jane Street
141
Jane Street
New York
-$282K -9,535 Closed
California Public Employees Retirement System
142
California Public Employees Retirement System
California
-$271K -9,162 Closed
Connor, Clark & Lunn Investment Management (CC&L)
143
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$249K -8,406 Closed
PTC
144
Petrus Trust Company
Texas
-$205K -6,922 Closed
JF
145
Jump Financial
Illinois
-$201K -6,800 Closed
PHK
146
Point72 Hong Kong
Hong Kong
-$8K -279 Closed
EFSCE
147
Enterprise Financial Services Corp (EFSC)
Missouri
-$1K -39 Closed
LC
148
Lindbrook Capital
California
-$1K -19 Closed

PEBO Hedge Fund Activity: Q3 2021 in Review

137 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp (PEBO) for Q3 2021, worth a combined $436M — up 31% from $333M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PEBO positions and 12 closed out — a net gain of 13 holders — while 72 added to existing stakes and 23 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $16.8M. The largest seller was Baird Financial Group, cutting an estimated $1.47M.

  • 137 institutional investors held Peoples Bancorp (PEBO) as of Q3 2021, up from 125 in Q2 2021.
  • Funds reported $436M of Peoples Bancorp stock for Q3 2021, up 31% quarter-over-quarter.
  • 25 funds opened new Peoples Bancorp positions in Q3 2021 and 12 closed out, a net change of +13 holders.
  • The largest Peoples Bancorp buyer in Q3 2021 was Dimensional Fund Advisors, an estimated $16.8M added.
  • The largest Peoples Bancorp seller in Q3 2021 was Baird Financial Group, an estimated $1.47M sold.

Based on aggregated 13F filings for Q3 2021.