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Peoples Bancorp
PEBO

96 hedge funds and large institutions have $185M invested in Peoples Bancorp in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $161M → $185M (+$24.6M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more funds holding

Funds holding: 95 → 96 (+1)

9% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 35

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
32
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$18.3M
2
JAM
Jacobs Asset Management
New York
+$7.16M
3
PMG
Private Management Group
California
+$4.91M
4
EC
EJF Capital
Virginia
+$4.75M
5
SBH
Segall Bryant & Hamill
Illinois
+$4.18M

Top Sellers

1
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
-$2.22M
2
JIR
James Investment Research
Ohio
-$1.82M
3
RFC
Russell Frank Company
Washington
-$853K
4
GC
Guggenheim Capital
Illinois
-$569K
5
SAM
Shell Asset Management
Netherlands
-$513K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$20.2M +$120K +4,914 +0.6%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$18.4M +$18.3M +750,000 +3,074%
Franklin Resources
3
Franklin Resources
California
$12.5M +$946K +38,800 +8%
BIT
4
BlackRock Institutional Trust
California
$9.59M -$62.5K -2,565 -0.6%
EPCA
5
Elizabeth Park Capital Advisors
Ohio
$7.15M +$1.08M +44,351 +17%
JAM
6
Jacobs Asset Management
New York
$6.98M +$7.16M +293,873 New
Vanguard Group
7
Vanguard Group
Pennsylvania
$6.74M +$73.7K +3,024 +1%
BFA
8
BlackRock Fund Advisors
California
$6.14M -$357K -14,626 -5%
CCM
9
Castine Capital Management
Massachusetts
$5.74M – – –
KCM
10
Kennedy Capital Management
Missouri
$5.52M +$207K +8,506 +4%
SBH
11
Segall Bryant & Hamill
Illinois
$5.13M +$4.18M +171,520 +387%
LSV Asset Management
12
LSV Asset Management
Illinois
$5.04M -$178K -7,296 -3%
BMCMI
13
Bryn Mawr Capital Management Inc
Pennsylvania
$4.92M -$2.22M -90,995 -31%
PMG
14
Private Management Group
California
$4.78M +$4.91M +201,319 New
EC
15
EJF Capital
Virginia
$4.63M +$4.75M +194,964 New
Northern Trust
16
Northern Trust
Illinois
$4.44M -$36.6K -1,501 -0.8%
State Street
17
State Street
Massachusetts
$4.42M -$14.7K -603 -0.3%
Ameriprise
18
Ameriprise
Minnesota
$3.31M +$3.39M +139,075 +41,515%
BFC
19
Banc Funds Company
Illinois
$2.85M +$2.93M +120,000 New
EMFAT
20
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.74M +$516K +21,177 +22%
SCA
21
Stieven Capital Advisors
Missouri
$2.73M +$2.8M +115,000 New
BCM
22
Bridgeway Capital Management
Texas
$2.73M – – –
Renaissance Technologies
23
Renaissance Technologies
New York
$2.34M +$471K +19,340 +24%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$2.16M -$31.7K -1,300 -1%
PCM
25
Perritt Capital Management
Illinois
$2.06M +$2.12M +86,800 New
1
2 3 4 5

PEBO Hedge Fund Activity: Q3 2014 in Review

96 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp (PEBO) for Q3 2014, worth a combined $185M — up 15% from $161M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PEBO positions and 9 closed out — a net gain of 1 holder — while 32 added to existing stakes and 35 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $18.3M. The largest seller was Bryn Mawr Capital Management Inc, cutting an estimated $2.22M.

  • 96 institutional investors held Peoples Bancorp (PEBO) as of Q3 2014, up from 95 in Q2 2014.
  • Funds reported $185M of Peoples Bancorp stock for Q3 2014, up 15% quarter-over-quarter.
  • 10 funds opened new Peoples Bancorp positions in Q3 2014 and 9 closed out, a net change of +1 holder.
  • The largest Peoples Bancorp buyer in Q3 2014 was Wellington Management Group, an estimated $18.3M added.
  • The largest Peoples Bancorp seller in Q3 2014 was Bryn Mawr Capital Management Inc, an estimated $2.22M sold.

Based on aggregated 13F filings for Q3 2014.