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Peoples Bancorp

167 hedge funds and large institutions have $673M invested in Peoples Bancorp in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,629% more call options, than puts

Call options by funds: $942K | Put options by funds: $14K

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

38% more capital invested

Capital invested by funds: $487M → $673M (+$186M)

12% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 51

11% more funds holding

Funds holding: 150167 (+17)

2.11% more ownership

Funds ownership: 54.27%56.38% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
167
Holders Change
+17
Holders Change %
+11.33%
% of All Funds
2.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
57
Reduced
51
Closed
6
Calls
$942K
Puts
$14K
Net Calls
+$928K
Net Calls Change
+$555K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$95.8M +$7.93M +272,278 +11%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$81.4M +$1.49M +51,087 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$63.7M +$4.45M +152,659 +9%
Franklin Resources
4
Franklin Resources
California
$61.3M +$6.21M +213,264 +13%
State Street
5
State Street
Massachusetts
$32M +$1.04M +35,576 +4%
AllianceBernstein
6
AllianceBernstein
Tennessee
$27.6M -$4.64M -159,135 -16%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$25.4M +$1.28M +44,043 +6%
PFP
8
Patriot Financial Partners
Pennsylvania
$22.7M -$11.7M -400,000 -37%
PMG
9
Private Management Group
California
$21.2M -$177K -6,089 -1%
PBO
10
Peoples Bank (Ohio)
Ohio
$19.9M -$621K -21,306 -3%
Brown Advisory
11
Brown Advisory
Maryland
$18.7M +$9.92M +340,566 +161%
Morgan Stanley
12
Morgan Stanley
New York
$15.2M +$9.14M +313,654 +228%
American Century Companies
13
American Century Companies
Missouri
$11.5M +$1.99M +68,395 +25%
Northern Trust
14
Northern Trust
Illinois
$11.3M -$1.69M -57,853 -15%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$11M +$1.19M +40,866 +14%
BCM
16
Bridgeway Capital Management
Texas
$9.35M +$326K +11,207 +4%
Charles Schwab
17
Charles Schwab
California
$8.95M +$199K +6,824 +3%
ProShare Advisors
18
ProShare Advisors
Maryland
$8.5M -$1.78M -61,141 -20%
LSV Asset Management
19
LSV Asset Management
Illinois
$7.28M -$46.6K -1,600 -0.7%
CTI
20
Community Trust & Investment
Kentucky
$6.19M
First Trust Advisors
21
First Trust Advisors
Illinois
$5.2M +$806K +27,661 +22%
FP
22
Foundry Partners
Minnesota
$4.62M +$586K +20,120 +17%
EF
23
Empowered Funds
Pennsylvania
$4.2M +$326K +11,207 +10%
EPCA
24
Elizabeth Park Capital Advisors
Ohio
$3.67M -$430K -14,753 -12%
BGIM
25
Brandywine Global Investment Management
Pennsylvania
$3.29M -$292K -10,039 -9%

PEBO Hedge Fund Activity: Q4 2023 in Review

167 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp (PEBO) for Q4 2023, worth a combined $673M — up 38% from $487M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PEBO positions and 6 closed out — a net gain of 18 holders — while 57 added to existing stakes and 51 trimmed.

The largest buyer was Brown Advisory, adding an estimated $9.92M. The largest seller was Patriot Financial Partners, cutting an estimated $11.7M.

  • 167 institutional investors held Peoples Bancorp (PEBO) as of Q4 2023, up from 150 in Q3 2023.
  • Funds reported $673M of Peoples Bancorp stock for Q4 2023, up 38% quarter-over-quarter.
  • 24 funds opened new Peoples Bancorp positions in Q4 2023 and 6 closed out, a net change of +18 holders.
  • The largest Peoples Bancorp buyer in Q4 2023 was Brown Advisory, an estimated $9.92M added.
  • The largest Peoples Bancorp seller in Q4 2023 was Patriot Financial Partners, an estimated $11.7M sold.

Based on aggregated 13F filings for Q4 2023.