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Peoples Bancorp

119 hedge funds and large institutions have $368M invested in Peoples Bancorp in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

48% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 31

4% more funds holding

Funds holding: 114119 (+5)

3% more capital invested

Capital invested by funds: $358M → $368M (+$10M)

0.45% less ownership

Funds ownership: 60.84%60.39% (-0.45%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
119
Holders Change
+5
Holders Change %
+4.39%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
46
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$50.1M +$751K +23,415 +1%
BlackRock
2
BlackRock
New York
$42.9M -$838K -26,129 -2%
PBO
3
Peoples Bank (Ohio)
Ohio
$34M -$229K -7,131 -0.6%
Franklin Resources
4
Franklin Resources
California
$30.4M
Vanguard Group
5
Vanguard Group
Pennsylvania
$25M +$36.9K +1,151 +0.1%
Renaissance Technologies
6
Renaissance Technologies
New York
$16.2M +$1.86M +57,900 +12%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.1M +$16.6K +518 +0.1%
State Street
8
State Street
Massachusetts
$12.2M -$1.2M -37,420 -9%
LSV Asset Management
9
LSV Asset Management
Illinois
$11.5M -$478K -14,900 -4%
PMG
10
Private Management Group
California
$10.4M -$138K -4,315 -1%
EPCA
11
Elizabeth Park Capital Advisors
Ohio
$9.11M -$1.26M -39,340 -12%
BFC
12
Banc Funds Company
Illinois
$8.34M -$2.79M -87,070 -24%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$6.87M +$497K +15,491 +8%
Northern Trust
14
Northern Trust
Illinois
$6.68M +$17.4K +544 +0.3%
FP
15
Foundry Partners
Minnesota
$5.85M +$417K +13,000 +7%
PCA
16
PL Capital Advisors
Florida
$5.13M
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.79M +$77K +2,403 +2%
MAM
18
Martingale Asset Management
Massachusetts
$3.73M +$6.41K +200 +0.2%
KCM
19
Kennedy Capital Management
Missouri
$3.35M +$3.47M +108,199 New
Charles Schwab
20
Charles Schwab
California
$3.19M +$203K +6,339 +7%
Millennium Management
21
Millennium Management
New York
$2.83M +$1.82M +56,848 +165%
BCM
22
Bridgeway Capital Management
Texas
$2.57M
TA
23
Teachers Advisors
New York
$2.49M +$1.1M +34,180 +74%
JP Morgan Chase
24
JP Morgan Chase
New York
$2.31M +$180K +5,628 +8%
TCIM
25
TIAA CREF Investment Management
New York
$2.25M +$337K +10,502 +17%

PEBO Hedge Fund Activity: Q1 2019 in Review

119 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp (PEBO) for Q1 2019, worth a combined $368M — up 2.8% from $358M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PEBO positions and 7 closed out — a net gain of 5 holders — while 46 added to existing stakes and 31 trimmed.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $3.47M. The largest seller was Morgan Stanley, cutting an estimated $5.16M.

  • 119 institutional investors held Peoples Bancorp (PEBO) as of Q1 2019, up from 114 in Q4 2018.
  • Funds reported $368M of Peoples Bancorp stock for Q1 2019, up 2.8% quarter-over-quarter.
  • 12 funds opened new Peoples Bancorp positions in Q1 2019 and 7 closed out, a net change of +5 holders.
  • The largest Peoples Bancorp buyer in Q1 2019 was Kennedy Capital Management, an estimated $3.47M added.
  • The largest Peoples Bancorp seller in Q1 2019 was Morgan Stanley, an estimated $5.16M sold.

Based on aggregated 13F filings for Q1 2019.