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Peoples Bancorp

76 hedge funds and large institutions have $114M invested in Peoples Bancorp in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 61 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $111M → $114M (+$2.36M)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

1% less funds holding

Funds holding: 7776 (-1)

80% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 61

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
2.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
61
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$17.5M -$1.88M -86,328 -9%
BMCMI
2
Bryn Mawr Capital Management Inc
Pennsylvania
$10.2M -$1.29M -59,130 -11%
Franklin Resources
3
Franklin Resources
California
$9.21M -$1.12M -51,530 -10%
BG
4
BlackRock Group
United Kingdom
$8.52M +$8.88M +408,200 New
BIT
5
BlackRock Institutional Trust
California
$7.95M -$852K -39,179 -9%
BFA
6
BlackRock Fund Advisors
California
$6.55M +$68.8K +3,165 +1%
Vanguard Group
7
Vanguard Group
Pennsylvania
$5.37M -$530K -24,375 -9%
LSV Asset Management
8
LSV Asset Management
Illinois
$4.85M -$274K -12,583 -5%
Northern Trust
9
Northern Trust
Illinois
$4.38M -$307K -14,127 -6%
State Street
10
State Street
Massachusetts
$3.76M -$667K -30,674 -15%
KCM
11
Kennedy Capital Management
Missouri
$3.69M +$1.11M +51,029 +41%
JP Morgan Chase
12
JP Morgan Chase
New York
$1.95M -$228K -10,504 -10%
BCM
13
Bridgeway Capital Management
Texas
$1.95M -$203K -9,315 -9%
Goldman Sachs
14
Goldman Sachs
New York
$1.84M -$128K -5,869 -6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.72M +$80.3K +3,690 +5%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$1.13M -$33.8K -1,555 -3%
TCIM
17
TIAA CREF Investment Management
New York
$1.12M -$202K -9,269 -15%
RFC
18
Russell Frank Company
Washington
$1.08M -$461K -21,188 -29%
JIR
19
James Investment Research
Ohio
$1.04M -$10K -460 -0.9%
Renaissance Technologies
20
Renaissance Technologies
New York
$1.02M -$77.7K -3,571 -7%
SBH
21
Segall Bryant & Hamill
Illinois
$909K +$134K +6,170 +17%
PAM
22
Panagora Asset Management
Massachusetts
$811K -$642K -29,506 -43%
BIM
23
BlackRock Investment Management
Delaware
$799K -$74K -3,404 -8%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$775K -$40.6K -1,867 -5%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$754K -$78.5K -3,610 -9%

PEBO Hedge Fund Activity: Q3 2013 in Review

76 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp (PEBO) for Q3 2013, worth a combined $114M — up 2.1% from $111M a quarter earlier.

Fund positioning in PEBO was balanced in Q3 2013: 3 funds opened new positions, 3 closed out, 12 added to existing stakes and 61 trimmed.

The largest buyer was BlackRock Group, opening a new position worth an estimated $8.88M. The largest seller was Dimensional Fund Advisors, cutting an estimated $1.88M.

  • 76 institutional investors held Peoples Bancorp (PEBO) as of Q3 2013, down from 77 in Q2 2013.
  • Funds reported $114M of Peoples Bancorp stock for Q3 2013, up 2.1% quarter-over-quarter.
  • 3 funds opened new Peoples Bancorp positions in Q3 2013 and 3 closed out, a net change of 0 holders.
  • The largest Peoples Bancorp buyer in Q3 2013 was BlackRock Group, an estimated $8.88M added.
  • The largest Peoples Bancorp seller in Q3 2013 was Dimensional Fund Advisors, an estimated $1.88M sold.

Based on aggregated 13F filings for Q3 2013.