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Peoples Bancorp

116 hedge funds and large institutions have $268M invested in Peoples Bancorp in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $239K | Put options by funds: $186K

21% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 39

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.33% less ownership

Funds ownership: 59.58%58.25% (-1.3%)

6% less funds holding

Funds holding: 123116 (-7)

37% less capital invested

Capital invested by funds: $427M → $268M (-$160M)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
116
Holders Change
-7
Holders Change %
-5.69%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
47
Reduced
39
Closed
13
Calls
$239K
Puts
$186K
Net Calls
+$53K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$37.3M +$874K +29,364 +2%
BlackRock
2
BlackRock
New York
$32M +$430K +14,446 +1%
Franklin Resources
3
Franklin Resources
California
$21.6M -$149K -5,000 -0.5%
PBO
4
Peoples Bank (Ohio)
Ohio
$21.1M -$2.38M -79,965 -8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$20.7M +$1.13M +37,813 +4%
Renaissance Technologies
6
Renaissance Technologies
New York
$11.3M -$488K -16,400 -3%
State Street
7
State Street
Massachusetts
$8.98M +$168K +5,632 +1%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.25M -$64K -2,150 -0.6%
LSV Asset Management
9
LSV Asset Management
Illinois
$8.05M +$357K +12,000 +3%
PMG
10
Private Management Group
California
$6.96M -$68.4K -2,299 -0.7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$6.15M +$436K +14,662 +6%
Northern Trust
12
Northern Trust
Illinois
$5.2M +$93.5K +3,142 +1%
CTI
13
Community Trust & Investment
Kentucky
$4.06M
FP
14
Foundry Partners
Minnesota
$3.88M -$67.7K -2,275 -1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$3.69M -$278K -9,333 -5%
MAM
16
Martingale Asset Management
Massachusetts
$3.52M +$211K +7,100 +5%
EPCA
17
Elizabeth Park Capital Advisors
Ohio
$3.52M -$1.62M -54,412 -26%
MOACM
18
Mutual of America Capital Management
New York
$3.08M
KCM
19
Kennedy Capital Management
Missouri
$3.08M +$128K +4,308 +3%
N
20
Nuveen
North Carolina
$2.78M -$2.32M -77,928 -38%
Victory Capital Management
21
Victory Capital Management
Texas
$2.61M +$1.38M +46,443 +65%
Charles Schwab
22
Charles Schwab
California
$2.59M +$55.5K +1,864 +2%
BCM
23
Bridgeway Capital Management
Texas
$2.5M -$458K -15,400 -12%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$2.44M +$1.68M +56,526 +106%
JP Morgan Chase
25
JP Morgan Chase
New York
$2.21M -$189K -6,348 -6%

PEBO Hedge Fund Activity: Q1 2020 in Review

116 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp (PEBO) for Q1 2020, worth a combined $268M — down 37% from $427M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PEBO and 7 opened new positions — a net loss of 6 holders — while 39 trimmed existing stakes and 47 added.

The largest buyer was Acadian Asset Management, adding an estimated $1.68M. The largest seller was Peoples Bank (Ohio), cutting an estimated $2.38M.

  • 116 institutional investors held Peoples Bancorp (PEBO) as of Q1 2020, down from 123 in Q4 2019.
  • Funds reported $268M of Peoples Bancorp stock for Q1 2020, down 37% quarter-over-quarter.
  • 7 funds opened new Peoples Bancorp positions in Q1 2020 and 13 closed out, a net change of -6 holders.
  • The largest Peoples Bancorp buyer in Q1 2020 was Acadian Asset Management, an estimated $1.68M added.
  • The largest Peoples Bancorp seller in Q1 2020 was Peoples Bank (Ohio), an estimated $2.38M sold.

Based on aggregated 13F filings for Q1 2020.