Peoples Bancorp
PEBO
143 hedge funds and large institutions have $408M invested in Peoples Bancorp in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 37 reducing their positions, and 12 closing their positions.
51% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 37
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
8% more capital invested
Capital invested by funds: $377M → $408M (+$30.7M)
1% more funds holding
Funds holding: 141 → 143 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.2% less ownership
Funds ownership: 50.02% → 49.81% (-0.2%)
94% less call options, than puts
Call options by funds: $14K | Put options by funds: $254K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$5.8M |
| 2 |
BlackRock
New York
|
+$2.4M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$2.16M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.46M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$4.95M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$4.92M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$2.37M |
| 4 |
WSCM
Wellington Shields Capital Management
New York
|
-$1.43M |
| 5 |
WSC
Wellington Shields & Co
New York
|
-$1.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$16K | -609 | Closed |
|
|
ACM
152
Aquatic Capital Management
Chicago,
Illinois
| – | -$16K | -600 | Closed |
|
|
C
153
Covestor
London,
United Kingdom
| – | +$88 | +3 | +38% |
|
PEBO Hedge Fund Activity: Q3 2022 in Review
143 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp (PEBO) for Q3 2022, worth a combined $408M — up 8.1% from $377M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PEBO positions and 12 closed out — a net gain of 3 holders — while 56 added to existing stakes and 37 trimmed.
The largest buyer was Franklin Resources, adding an estimated $5.8M. The largest seller was Victory Capital Management, cutting an estimated $4.95M.
- 143 institutional investors held Peoples Bancorp (PEBO) as of Q3 2022, up from 141 in Q2 2022.
- Funds reported $408M of Peoples Bancorp stock for Q3 2022, up 8.1% quarter-over-quarter.
- 15 funds opened new Peoples Bancorp positions in Q3 2022 and 12 closed out, a net change of +3 holders.
- The largest Peoples Bancorp buyer in Q3 2022 was Franklin Resources, an estimated $5.8M added.
- The largest Peoples Bancorp seller in Q3 2022 was Victory Capital Management, an estimated $4.95M sold.
Based on aggregated 13F filings for Q3 2022.