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Peoples Bancorp

151 hedge funds and large institutions have $412M invested in Peoples Bancorp in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 38

16% more capital invested

Capital invested by funds: $356M → $412M (+$55.7M)

3.5% more ownership

Funds ownership: 52.71%56.21% (+3.5%)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

1% more funds holding

Funds holding: 150151 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

35% less call options, than puts

Call options by funds: $183K | Put options by funds: $280K

Holders
151
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
60
Reduced
38
Closed
18
Calls
$183K
Puts
$280K
Net Calls
-$97K
Net Calls Change
-$247K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$22.4K +$16.9K +588 +210%
Citigroup
127
Citigroup
New York
$21.7K -$5.9K -205 -20%
BAM
128
Belpointe Asset Management
Nevada
$18K
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$18K
FA
130
Financial Avengers
California
$16.4K +$230 +8 +1%
Allspring Global Investments
131
Allspring Global Investments
North Carolina
$15.4K +$17.3K +600 New
AA
132
Ancora Advisors
Ohio
$13.9K +$29 +1 +0.2%
Simplex Trading
133
Simplex Trading
Illinois
$10K +$11.5K +400 New
APC
134
Aspire Private Capital
North Carolina
$9.93K +$58 +2 +0.5%
LC
135
Lindbrook Capital
California
$7.54K +$5.79K +201 +218%
GCM
136
Gladius Capital Management
Illinois
$6.77K -$662 -23 -8%
SPIA
137
Steward Partners Investment Advisory
New York
$6.44K +$5.76K +200 +400%
CHC
138
City Holding Co
West Virginia
$4.76K
MHR
139
Matthew Hamilton Rosenberg
$4.17K
TWA
140
TCI Wealth Advisors
Arizona
$4.02K
BTI
141
Blue Trust Inc
Georgia
$4K
C
142
Covestor
United Kingdom
$3K +$3.34K +116 +1,289%
FHA
143
First Horizon Advisors
Tennessee
$2.83K +$3.17K +110 New
NSIM
144
North Star Investment Management
Illinois
$2.7K
SIS
145
Strategic Investment Solutions
Illinois
$2.58K +$2.88K +100 New
SOW
146
State of Wyoming
Wyoming
$1.42K -$5.24K -182 -77%
MCM
147
Manchester Capital Management
Vermont
$1.21K -$691 -24 -34%
AF
148
Allworth Financial
California
$1.16K +$1.3K +45 New
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$1K +$288 +10 +38%
S
150
SignatureFD
Georgia
$927 -$4.81K -167 -82%

PEBO Hedge Fund Activity: Q1 2023 in Review

151 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp (PEBO) for Q1 2023, worth a combined $412M — up 16% from $356M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PEBO positions and 18 closed out — a net gain of 1 holder — while 60 added to existing stakes and 38 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $18.3M. The largest seller was Millennium Management, cutting an estimated $2.1M.

  • 151 institutional investors held Peoples Bancorp (PEBO) as of Q1 2023, up from 150 in Q4 2022.
  • Funds reported $412M of Peoples Bancorp stock for Q1 2023, up 16% quarter-over-quarter.
  • 19 funds opened new Peoples Bancorp positions in Q1 2023 and 18 closed out, a net change of +1 holder.
  • The largest Peoples Bancorp buyer in Q1 2023 was AllianceBernstein, an estimated $18.3M added.
  • The largest Peoples Bancorp seller in Q1 2023 was Millennium Management, an estimated $2.1M sold.

Based on aggregated 13F filings for Q1 2023.