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Peoples Bancorp

141 hedge funds and large institutions have $506M invested in Peoples Bancorp in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 39 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $496K | Put options by funds: $151K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

72% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 39

23% more capital invested

Capital invested by funds: $412M → $506M (+$93.9M)

0.88% less ownership

Funds ownership: 56.21%55.33% (-0.88%)

7% less funds holding

Funds holding: 151141 (-10)

38% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 24

Holders
141
Holders Change
-10
Holders Change %
-6.62%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
15
Increased
67
Reduced
39
Closed
24
Calls
$496K
Puts
$151K
Net Calls
+$345K
Net Calls Change
+$442K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$71.5M +$10.9M +416,748 +18%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$62M +$625K +23,970 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$45.7M +$4.57M +175,310 +11%
Franklin Resources
4
Franklin Resources
California
$43.2M +$560K +21,490 +1%
PFP
5
Patriot Financial Partners
Pennsylvania
$31.1M +$30.5M +1,171,806 New
AllianceBernstein
6
AllianceBernstein
Tennessee
$27.4M +$9.75M +374,144 +57%
State Street
7
State Street
Massachusetts
$25.1M +$3.07M +117,756 +14%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$17.9M +$3.02M +115,940 +21%
PBO
9
Peoples Bank (Ohio)
Ohio
$16M -$124K -4,757 -0.8%
PMG
10
Private Management Group
California
$15.5M +$2.07M +79,395 +16%
Northern Trust
11
Northern Trust
Illinois
$10.3M +$3.06M +117,217 +43%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$7.58M +$252K +9,654 +3%
ProShare Advisors
13
ProShare Advisors
Maryland
$7.47M -$642K -24,629 -8%
N
14
Nuveen
North Carolina
$6.99M +$1.72M +65,933 +33%
BCM
15
Bridgeway Capital Management
Texas
$6.81M +$1.84M +70,672 +38%
Charles Schwab
16
Charles Schwab
California
$6.51M +$943K +36,159 +17%
American Century Companies
17
American Century Companies
Missouri
$6.31M +$652K +25,013 +12%
LSV Asset Management
18
LSV Asset Management
Illinois
$5.77M -$550K -21,105 -9%
BFC
19
Banc Funds Company
Illinois
$5.29M +$5.19M +199,145 New
CTI
20
Community Trust & Investment
Kentucky
$4.87M
Morgan Stanley
21
Morgan Stanley
New York
$3.79M +$817K +31,330 +28%
EPCA
22
Elizabeth Park Capital Advisors
Ohio
$3.77M +$1.05M +40,378 +40%
FP
23
Foundry Partners
Minnesota
$3.1M -$56.6K -2,170 -2%
EST
24
EA Series Trust
Pennsylvania
$2.76M +$2.71M +104,018 New
EF
25
Empowered Funds
Pennsylvania
$2.76M +$2.71M +104,018 New

PEBO Hedge Fund Activity: Q2 2023 in Review

141 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp (PEBO) for Q2 2023, worth a combined $506M — up 23% from $412M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of PEBO and 15 opened new positions — a net loss of 9 holders — while 39 trimmed existing stakes and 67 added.

The largest buyer was Patriot Financial Partners, opening a new position worth an estimated $30.5M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.12M sold.

  • 141 institutional investors held Peoples Bancorp (PEBO) as of Q2 2023, down from 151 in Q1 2023.
  • Funds reported $506M of Peoples Bancorp stock for Q2 2023, up 23% quarter-over-quarter.
  • 15 funds opened new Peoples Bancorp positions in Q2 2023 and 24 closed out, a net change of -9 holders.
  • The largest Peoples Bancorp buyer in Q2 2023 was Patriot Financial Partners, an estimated $30.5M added.
  • The largest Peoples Bancorp seller in Q2 2023 was Citadel Advisors, an estimated $2.12M sold.

Based on aggregated 13F filings for Q2 2023.