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Peoples Bancorp

80 hedge funds and large institutions have $123M invested in Peoples Bancorp in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $114M → $123M (+$9.36M)

5% more funds holding

Funds holding: 7680 (+4)

4% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 28

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
27
Reduced
28
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$19M +$67K +3,000 +0.4%
BMCMI
2
Bryn Mawr Capital Management Inc
Pennsylvania
$11.5M +$534K +23,938 +5%
Franklin Resources
3
Franklin Resources
California
$9.94M
BIT
4
BlackRock Institutional Trust
California
$8.53M -$38.2K -1,711 -0.4%
BG
5
BlackRock Group
United Kingdom
$8.15M -$1.03M -46,113 -11%
BFA
6
BlackRock Fund Advisors
California
$6.79M -$269K -12,064 -4%
Vanguard Group
7
Vanguard Group
Pennsylvania
$5.88M +$94K +4,209 +2%
LSV Asset Management
8
LSV Asset Management
Illinois
$5.05M -$179K -8,000 -3%
Northern Trust
9
Northern Trust
Illinois
$4.79M +$61.7K +2,763 +1%
KCM
10
Kennedy Capital Management
Missouri
$4.11M +$131K +5,888 +3%
State Street
11
State Street
Massachusetts
$4.04M -$12.9K -580 -0.3%
EPCA
12
Elizabeth Park Capital Advisors
Ohio
$2.3M +$2.29M +102,370 New
BCM
13
Bridgeway Capital Management
Texas
$2.1M
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.97M +$113K +5,071 +6%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.85M -$254K -11,381 -12%
JIR
16
James Investment Research
Ohio
$1.43M +$301K +13,490 +27%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$1.24M -$7.72K -346 -0.6%
Renaissance Technologies
18
Renaissance Technologies
New York
$1.23M +$131K +5,853 +12%
TCIM
19
TIAA CREF Investment Management
New York
$1.2M
RFC
20
Russell Frank Company
Washington
$1.06M -$103K -4,630 -9%
EMFAT
21
Emerald Mutual Fund Advisers Trust
Pennsylvania
$976K +$605K +27,122 +169%
SBH
22
Segall Bryant & Hamill
Illinois
$921K -$58.6K -2,625 -6%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$857K +$22.5K +1,007 +3%
BIM
24
BlackRock Investment Management
Delaware
$838K -$23.5K -1,051 -3%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$813K

PEBO Hedge Fund Activity: Q4 2013 in Review

80 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp (PEBO) for Q4 2013, worth a combined $123M — up 8.2% from $114M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PEBO positions and 4 closed out — a net gain of 4 holders — while 27 added to existing stakes and 28 trimmed.

The largest buyer was Emerald Mutual Fund Advisers Trust, adding an estimated $605K. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.84M sold.

  • 80 institutional investors held Peoples Bancorp (PEBO) as of Q4 2013, up from 76 in Q3 2013.
  • Funds reported $123M of Peoples Bancorp stock for Q4 2013, up 8.2% quarter-over-quarter.
  • 8 funds opened new Peoples Bancorp positions in Q4 2013 and 4 closed out, a net change of +4 holders.
  • The largest Peoples Bancorp buyer in Q4 2013 was Emerald Mutual Fund Advisers Trust, an estimated $605K added.
  • The largest Peoples Bancorp seller in Q4 2013 was Goldman Sachs, an estimated $1.84M sold.

Based on aggregated 13F filings for Q4 2013.