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Peoples Bancorp

85 hedge funds and large institutions have $138M invested in Peoples Bancorp in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

12% more capital invested

Capital invested by funds: $123M → $138M (+$15.1M)

6% more funds holding

Funds holding: 8085 (+5)

13% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 31

Holders
85
Holders Change
+5
Holders Change %
+6.25%
% of All Funds
2.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
27
Reduced
31
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
$20.8M -$22.2K -952 -0.1%
Franklin Resources
2
Franklin Resources
California
$10.8M -$109K -4,677 -1%
BIT
3
BlackRock Institutional Trust
California
$9.98M +$575K +24,652 +7%
BMCMI
4
Bryn Mawr Capital Management Inc
Pennsylvania
$9.75M -$2.77M -118,915 -23%
BFA
5
BlackRock Fund Advisors
California
$7.48M +$20.8K +892 +0.3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$6.63M +$157K +6,723 +3%
BG
7
BlackRock Group
United Kingdom
$5.87M -$2.9M -124,558 -34%
LSV Asset Management
8
LSV Asset Management
Illinois
$5.49M -$50.4K -2,163 -1%
KCM
9
Kennedy Capital Management
Missouri
$5.44M +$872K +37,433 +21%
Northern Trust
10
Northern Trust
Illinois
$5M -$244K -10,486 -5%
State Street
11
State Street
Massachusetts
$4.53M +$86.9K +3,728 +2%
EPCA
12
Elizabeth Park Capital Advisors
Ohio
$2.99M +$429K +18,400 +18%
BCM
13
Bridgeway Capital Management
Texas
$2.85M +$512K +21,950 +24%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.12M -$38.1K -1,634 -2%
EMFAT
15
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.01M +$889K +38,139 +88%
JP Morgan Chase
16
JP Morgan Chase
New York
$1.85M -$173K -7,442 -9%
Renaissance Technologies
17
Renaissance Technologies
New York
$1.83M +$453K +19,446 +36%
JIR
18
James Investment Research
Ohio
$1.71M +$127K +5,440 +9%
ERSOT
19
Employees Retirement System of Texas
Texas
$1.48M +$1.4M +60,000 New
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$1.34M -$11.7K -500 -0.9%
GC
21
Guggenheim Capital
Illinois
$1.34M +$1.26M +54,175 New
TCIM
22
TIAA CREF Investment Management
New York
$1.32M
CCM
23
Castine Capital Management
Massachusetts
$1.24M +$1.17M +50,000 New
Geode Capital Management
24
Geode Capital Management
Massachusetts
$1.14M +$184K +7,909 +21%
RFC
25
Russell Frank Company
Washington
$1.11M -$51.3K -2,200 -5%

PEBO Hedge Fund Activity: Q1 2014 in Review

85 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp (PEBO) for Q1 2014, worth a combined $138M — up 12% from $123M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PEBO positions and 3 closed out — a net gain of 5 holders — while 27 added to existing stakes and 31 trimmed.

The largest buyer was Employees Retirement System of Texas, opening a new position worth an estimated $1.4M. The largest seller was BlackRock Group, cutting an estimated $2.9M.

  • 85 institutional investors held Peoples Bancorp (PEBO) as of Q1 2014, up from 80 in Q4 2013.
  • Funds reported $138M of Peoples Bancorp stock for Q1 2014, up 12% quarter-over-quarter.
  • 8 funds opened new Peoples Bancorp positions in Q1 2014 and 3 closed out, a net change of +5 holders.
  • The largest Peoples Bancorp buyer in Q1 2014 was Employees Retirement System of Texas, an estimated $1.4M added.
  • The largest Peoples Bancorp seller in Q1 2014 was BlackRock Group, an estimated $2.9M sold.

Based on aggregated 13F filings for Q1 2014.