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Peoples Bancorp

159 hedge funds and large institutions have $579M invested in Peoples Bancorp in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

676% more call options, than puts

Call options by funds: $225K | Put options by funds: $29K

2% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 54

1.26% less ownership

Funds ownership: 56.38%55.12% (-1.3%)

5% less funds holding

Funds holding: 167159 (-8)

14% less capital invested

Capital invested by funds: $673M → $579M (-$93.7M)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
159
Holders Change
-8
Holders Change %
-4.79%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
53
Reduced
54
Closed
23
Calls
$225K
Puts
$29K
Net Calls
+$196K
Net Calls Change
-$732K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
151
Smartleaf Asset Management
Massachusetts
$2.3K
WIA
152
Wetzel Investment Advisors
Indiana
$2.18K
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.94K +66 New
GI
154
GAMMA Investing
California
$681 -$264 -9 -28%
A
155
AlphaQuest
New York
$444 +$440 +15 New
CFGS
156
Concourse Financial Group Securities
Alabama
$296
AWM
157
Avior Wealth Management
Nebraska
$207 +$206 +7 New
RIL
158
Rothschild Investment LLC
Illinois
$148 +$147 +5 New
WSCM
159
Wellington Shields Capital Management
New York
-$1.82M -53,830 Closed
JCIA
160
Jackson Creek Investment Advisors
Colorado
-$1.21M -35,817 Closed
FCM
161
FJ Capital Management
Virginia
-$1.09M -32,173 Closed
OSAM
162
O'Shaughnessy Asset Management
Connecticut
-$868K -25,712 Closed
CCIA
163
Campbell & Co Investment Adviser
Maryland
-$690K -20,428 Closed
ADIM
164
Alpha DNA Investment Management
Maryland
-$526K -15,571 Closed
AWM
165
AE Wealth Management
Kansas
-$431K -14,161 Closed
Truist Financial
166
Truist Financial
North Carolina
-$478K -14,144 Closed
M1FG
167
Mach-1 Financial Group
Arkansas
-$465K -13,780 Closed
OQS
168
Occudo Quantitative Strategies
Florida
-$445K -13,187 Closed
AA
169
ALPS Advisors
Colorado
-$425K -12,577 Closed
Walleye Capital
170
Walleye Capital
New York
-$316K -9,361 Closed
BFC
171
Banc Funds Company
Illinois
-$308K -9,110 Closed
Teacher Retirement System of Texas
172
Teacher Retirement System of Texas
Texas
-$278K -8,232 Closed
GCM
173
Graham Capital Management
Connecticut
-$242K -7,168 Closed
SC
174
Sapient Capital
Indiana
-$226K -6,682 Closed
Lazard Asset Management
175
Lazard Asset Management
New York
-$54K -1,626 Closed

PEBO Hedge Fund Activity: Q1 2024 in Review

159 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp (PEBO) for Q1 2024, worth a combined $579M — down 14% from $673M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of PEBO and 17 opened new positions — a net loss of 6 holders — while 54 trimmed existing stakes and 53 added.

The largest buyer was American Century Companies, adding an estimated $3.55M. The largest seller was Morgan Stanley, cutting an estimated $9.49M.

  • 159 institutional investors held Peoples Bancorp (PEBO) as of Q1 2024, down from 167 in Q4 2023.
  • Funds reported $579M of Peoples Bancorp stock for Q1 2024, down 14% quarter-over-quarter.
  • 17 funds opened new Peoples Bancorp positions in Q1 2024 and 23 closed out, a net change of -6 holders.
  • The largest Peoples Bancorp buyer in Q1 2024 was American Century Companies, an estimated $3.55M added.
  • The largest Peoples Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $9.49M sold.

Based on aggregated 13F filings for Q1 2024.