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Peoples Bancorp

128 hedge funds and large institutions have $423M invested in Peoples Bancorp in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

46% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 35

11% more funds holding

Funds holding: 115128 (+13)

11% more capital invested

Capital invested by funds: $381M → $423M (+$42.3M)

1.15% more ownership

Funds ownership: 63.85%65% (+1.2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

95% less call options, than puts

Call options by funds: $106K | Put options by funds: $2.23M

Holders
128
Holders Change
+13
Holders Change %
+11.3%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
51
Reduced
35
Closed
4
Calls
$106K
Puts
$2.23M
Net Calls
-$2.13M
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$50M +$2.01M +57,527 +4%
BlackRock
2
BlackRock
New York
$46.3M +$472K +13,520 +1%
PBO
3
Peoples Bank (Ohio)
Ohio
$39.6M -$758K -21,705 -2%
Franklin Resources
4
Franklin Resources
California
$34.8M -$291K -8,324 -0.8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$28M -$527K -15,083 -2%
BFC
6
Banc Funds Company
Illinois
$19M -$1.09M -31,224 -5%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.3M +$189K +5,412 +1%
State Street
8
State Street
Massachusetts
$15M +$297K +8,493 +2%
LSV Asset Management
9
LSV Asset Management
Illinois
$14.3M +$356K +10,200 +3%
PMG
10
Private Management Group
California
$14.1M -$273K -7,809 -2%
Renaissance Technologies
11
Renaissance Technologies
New York
$13.4M +$1.98M +56,700 +18%
FP
12
Foundry Partners
Minnesota
$7.83M +$67.3K +1,925 +0.9%
DRZID
13
DePrince Race & Zollo Inc (DRZ)
Florida
$7.42M +$16.8K +480 +0.2%
PCA
14
PL Capital Advisors
Florida
$7.23M -$4.06M -116,320 -36%
Northern Trust
15
Northern Trust
Illinois
$6.97M +$95.7K +2,739 +1%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$5.89M +$242K +6,930 +4%
Millennium Management
17
Millennium Management
New York
$5.38M -$575K -16,469 -10%
PI
18
Putnam Investments
Massachusetts
$4.16M -$694K -19,865 -14%
EPCA
19
Elizabeth Park Capital Advisors
Ohio
$4.14M +$4.08M +116,795 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$4.14M +$276K +7,895 +7%
MAM
21
Martingale Asset Management
Massachusetts
$3.69M +$720K +20,614 +25%
Morgan Stanley
22
Morgan Stanley
New York
$3.64M -$192K -5,502 -5%
BCM
23
Bridgeway Capital Management
Texas
$2.94M
JP Morgan Chase
24
JP Morgan Chase
New York
$2.93M -$198K -5,652 -6%
Charles Schwab
25
Charles Schwab
California
$2.9M +$219K +6,258 +8%

PEBO Hedge Fund Activity: Q1 2018 in Review

128 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp (PEBO) for Q1 2018, worth a combined $423M — up 11% from $381M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PEBO positions and 4 closed out — a net gain of 13 holders — while 51 added to existing stakes and 35 trimmed.

The largest buyer was Elizabeth Park Capital Advisors, opening a new position worth an estimated $4.08M. The largest seller was PL Capital Advisors, cutting an estimated $4.06M.

  • 128 institutional investors held Peoples Bancorp (PEBO) as of Q1 2018, up from 115 in Q4 2017.
  • Funds reported $423M of Peoples Bancorp stock for Q1 2018, up 11% quarter-over-quarter.
  • 17 funds opened new Peoples Bancorp positions in Q1 2018 and 4 closed out, a net change of +13 holders.
  • The largest Peoples Bancorp buyer in Q1 2018 was Elizabeth Park Capital Advisors, an estimated $4.08M added.
  • The largest Peoples Bancorp seller in Q1 2018 was PL Capital Advisors, an estimated $4.06M sold.

Based on aggregated 13F filings for Q1 2018.