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Peoples Bancorp

151 hedge funds and large institutions have $412M invested in Peoples Bancorp in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 38

16% more capital invested

Capital invested by funds: $356M → $412M (+$55.7M)

3.5% more ownership

Funds ownership: 52.71%56.21% (+3.5%)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

1% more funds holding

Funds holding: 150151 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

35% less call options, than puts

Call options by funds: $183K | Put options by funds: $280K

Holders
151
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
60
Reduced
38
Closed
18
Calls
$183K
Puts
$280K
Net Calls
-$97K
Net Calls Change
-$247K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$59.5M +$612K +21,242 +0.9%
BlackRock
2
BlackRock
New York
$58.6M +$1M +34,846 +2%
Franklin Resources
3
Franklin Resources
California
$41.3M +$1.55M +53,805 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$39.8M +$3.44M +119,451 +8%
State Street
5
State Street
Massachusetts
$21.3M +$3.17M +110,171 +15%
AllianceBernstein
6
AllianceBernstein
Tennessee
$16.9M +$18.3M +634,671 +2,840%
PBO
7
Peoples Bank (Ohio)
Ohio
$15.7M -$10.3K -358 -0.1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$14.3M +$643K +22,343 +4%
PMG
9
Private Management Group
California
$13M +$1.08M +37,394 +8%
ProShare Advisors
10
ProShare Advisors
Maryland
$7.88M +$28.9K +1,004 +0.3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$7.11M -$147K -5,118 -2%
Northern Trust
12
Northern Trust
Illinois
$7.02M -$80.5K -2,795 -1%
LSV Asset Management
13
LSV Asset Management
Illinois
$6.14M -$129K -4,470 -2%
American Century Companies
14
American Century Companies
Missouri
$5.48M +$1.3M +45,277 +27%
Charles Schwab
15
Charles Schwab
California
$5.38M -$9.76K -339 -0.2%
N
16
Nuveen
North Carolina
$5.08M +$1.02M +35,295 +22%
BCM
17
Bridgeway Capital Management
Texas
$4.78M -$115K -3,990 -2%
CTI
18
Community Trust & Investment
Kentucky
$4.72M
FP
19
Foundry Partners
Minnesota
$3.07M -$15K -520 -0.4%
Morgan Stanley
20
Morgan Stanley
New York
$2.87M -$64.1K -2,227 -2%
EPCA
21
Elizabeth Park Capital Advisors
Ohio
$2.62M -$1.17M -40,535 -29%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$2.44M +$101K +3,500 +4%
JP Morgan Chase
23
JP Morgan Chase
New York
$2.35M -$130K -4,511 -5%
Bank of America
24
Bank of America
North Carolina
$2.23M +$101K +3,514 +4%
Citadel Advisors
25
Citadel Advisors
Florida
$2.09M +$1.48M +51,491 +173%

PEBO Hedge Fund Activity: Q1 2023 in Review

151 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp (PEBO) for Q1 2023, worth a combined $412M — up 16% from $356M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PEBO positions and 18 closed out — a net gain of 1 holder — while 60 added to existing stakes and 38 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $18.3M. The largest seller was Millennium Management, cutting an estimated $2.1M.

  • 151 institutional investors held Peoples Bancorp (PEBO) as of Q1 2023, up from 150 in Q4 2022.
  • Funds reported $412M of Peoples Bancorp stock for Q1 2023, up 16% quarter-over-quarter.
  • 19 funds opened new Peoples Bancorp positions in Q1 2023 and 18 closed out, a net change of +1 holder.
  • The largest Peoples Bancorp buyer in Q1 2023 was AllianceBernstein, an estimated $18.3M added.
  • The largest Peoples Bancorp seller in Q1 2023 was Millennium Management, an estimated $2.1M sold.

Based on aggregated 13F filings for Q1 2023.