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Peoples Bancorp

150 hedge funds and large institutions have $487M invested in Peoples Bancorp in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,487% more call options, than puts

Call options by funds: $388K | Put options by funds: $15K

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

33% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 43

6% more funds holding

Funds holding: 141150 (+9)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $506M → $487M (-$18.8M)

1.06% less ownership

Funds ownership: 55.33%54.27% (-1.1%)

Holders
150
Holders Change
+9
Holders Change %
+6.38%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
57
Reduced
43
Closed
7
Calls
$388K
Puts
$15K
Net Calls
+$373K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$65.1M -$3.39M -127,448 -5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$59.9M +$724K +27,257 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$44M +$331K +12,449 +0.7%
Franklin Resources
4
Franklin Resources
California
$40.7M -$645K -24,258 -1%
PFP
5
Patriot Financial Partners
Pennsylvania
$27.2M -$2.66M -100,000 -9%
AllianceBernstein
6
AllianceBernstein
Tennessee
$24.8M -$1.43M -53,740 -5%
State Street
7
State Street
Massachusetts
$23.2M -$831K -31,257 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$18M +$961K +36,176 +5%
PMG
9
Private Management Group
California
$16.1M +$1.35M +50,701 +9%
PBO
10
Peoples Bank (Ohio)
Ohio
$15.5M +$152K +5,721 +0.9%
Northern Trust
11
Northern Trust
Illinois
$9.96M +$66.9K +2,519 +0.6%
ProShare Advisors
12
ProShare Advisors
Maryland
$7.94M +$838K +31,540 +11%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.23M -$23.6K -888 -0.3%
American Century Companies
14
American Century Companies
Missouri
$6.94M +$946K +35,603 +15%
BCM
15
Bridgeway Capital Management
Texas
$6.75M +$248K +9,322 +4%
Charles Schwab
16
Charles Schwab
California
$6.55M +$351K +13,227 +5%
LSV Asset Management
17
LSV Asset Management
Illinois
$5.52M
Brown Advisory
18
Brown Advisory
Maryland
$5.38M +$5.64M +212,083 New
CTI
19
Community Trust & Investment
Kentucky
$4.65M
Morgan Stanley
20
Morgan Stanley
New York
$3.49M -$137K -5,145 -4%
First Trust Advisors
21
First Trust Advisors
Illinois
$3.21M +$820K +30,870 +32%
EPCA
22
Elizabeth Park Capital Advisors
Ohio
$3.14M -$489K -18,405 -13%
N
23
Nuveen
North Carolina
$3.03M -$3.83M -144,058 -55%
FP
24
Foundry Partners
Minnesota
$2.96M -$4.52K -170 -0.1%
EF
25
Empowered Funds
Pennsylvania
$2.88M +$248K +9,322 +9%

PEBO Hedge Fund Activity: Q3 2023 in Review

150 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp (PEBO) for Q3 2023, worth a combined $487M — down 3.7% from $506M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PEBO positions and 7 closed out — a net gain of 10 holders — while 57 added to existing stakes and 43 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $5.64M. The largest seller was Banc Funds Company, cutting an estimated $3.93M.

  • 150 institutional investors held Peoples Bancorp (PEBO) as of Q3 2023, up from 141 in Q2 2023.
  • Funds reported $487M of Peoples Bancorp stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 17 funds opened new Peoples Bancorp positions in Q3 2023 and 7 closed out, a net change of +10 holders.
  • The largest Peoples Bancorp buyer in Q3 2023 was Brown Advisory, an estimated $5.64M added.
  • The largest Peoples Bancorp seller in Q3 2023 was Banc Funds Company, an estimated $3.93M sold.

Based on aggregated 13F filings for Q3 2023.