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Peoples Bancorp
PEBO

106 hedge funds and large institutions have $354M invested in Peoples Bancorp in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

59.96% more ownership

Funds ownership: 0% → 59.96% (+60%)

34% more capital invested

Capital invested by funds: $264M → $354M (+$90.3M)

29% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 31

9% more funds holding

Funds holding: 97 → 106 (+9)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
106
Holders Change
+9
Holders Change %
+9.28%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
40
Reduced
31
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.85M
2
BFA
BlackRock Fund Advisors
California
+$2.1M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.48M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.43M
5
LSV Asset Management
LSV Asset Management
Illinois
+$1.15M

Top Sellers

1
PMG
Private Management Group
California
-$12.2M
2
MCM
Maltese Capital Management
New York
-$1.6M
3
KCM
Kennedy Capital Management
Missouri
-$674K
4
PBO
Peoples Bank (Ohio)
Ohio
-$570K
5
IP
Investment Partners
Ohio
-$562K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$39.5M +$1.48M +53,501 +5%
PBO
2
Peoples Bank (Ohio)
Ohio
$39.4M -$570K -20,599 -2%
Franklin Resources
3
Franklin Resources
California
$28.6M -$27.7K -1,000 -0.1%
PCA
4
PL Capital Advisors
Florida
$26.2M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$21.5M +$1.43M +51,709 +8%
PMG
6
Private Management Group
California
$18M -$12.2M -439,520 -44%
BIT
7
BlackRock Institutional Trust
California
$17.8M +$546K +19,718 +4%
BFC
8
Banc Funds Company
Illinois
$17.8M +$433K +15,651 +3%
BFA
9
BlackRock Fund Advisors
California
$17.1M +$2.1M +75,719 +17%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.4M +$58.8K +2,123 +0.7%
LSV Asset Management
11
LSV Asset Management
Illinois
$9.48M +$1.15M +41,531 +17%
State Street
12
State Street
Massachusetts
$9.19M +$650K +23,462 +9%
FP
13
Foundry Partners
Minnesota
$7.77M +$988K +35,675 +18%
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$7.77M -$15.9K -576 -0.2%
Renaissance Technologies
15
Renaissance Technologies
New York
$7.74M +$927K +33,500 +16%
Northern Trust
16
Northern Trust
Illinois
$5.99M +$153K +5,538 +3%
PI
17
Putnam Investments
Massachusetts
$5.43M -$310K -11,200 -6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$4.66M +$324K +11,704 +9%
Morgan Stanley
19
Morgan Stanley
New York
$4.03M +$2.85M +103,127 +488%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.81M +$307K +11,098 +10%
MAM
21
Martingale Asset Management
Massachusetts
$3.45M +$434K +15,688 +17%
TCIM
22
TIAA CREF Investment Management
New York
$3.05M -$163K -5,880 -6%
BIM
23
BlackRock Investment Management
Delaware
$2.29M -$20.8K -751 -1%
BCM
24
Bridgeway Capital Management
Texas
$1.94M – – –
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$1.79M -$404K -14,600 -21%
1
2 3 4 5

PEBO Hedge Fund Activity: Q4 2016 in Review

106 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp (PEBO) for Q4 2016, worth a combined $354M — up 34% from $264M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PEBO positions and 4 closed out — a net gain of 10 holders — while 40 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.85M. The largest seller was Private Management Group, cutting an estimated $12.2M.

  • 106 institutional investors held Peoples Bancorp (PEBO) as of Q4 2016, up from 97 in Q3 2016.
  • Funds reported $354M of Peoples Bancorp stock for Q4 2016, up 34% quarter-over-quarter.
  • 14 funds opened new Peoples Bancorp positions in Q4 2016 and 4 closed out, a net change of +10 holders.
  • The largest Peoples Bancorp buyer in Q4 2016 was Morgan Stanley, an estimated $2.85M added.
  • The largest Peoples Bancorp seller in Q4 2016 was Private Management Group, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2016.