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Peoples Bancorp

159 hedge funds and large institutions have $579M invested in Peoples Bancorp in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

676% more call options, than puts

Call options by funds: $225K | Put options by funds: $29K

2% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 54

1.26% less ownership

Funds ownership: 56.38%55.12% (-1.3%)

5% less funds holding

Funds holding: 167159 (-8)

14% less capital invested

Capital invested by funds: $673M → $579M (-$93.7M)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
159
Holders Change
-8
Holders Change %
-4.79%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
53
Reduced
54
Closed
23
Calls
$225K
Puts
$29K
Net Calls
+$196K
Net Calls Change
-$732K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$80.3M -$3.7M -126,161 -4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$72.8M +$1.36M +46,262 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$56.4M +$536K +18,272 +1%
Franklin Resources
4
Franklin Resources
California
$54.1M +$348K +11,851 +0.7%
State Street
5
State Street
Massachusetts
$30.5M +$2.39M +81,570 +9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$22.9M +$617K +21,009 +3%
AllianceBernstein
7
AllianceBernstein
Tennessee
$20.2M -$4M -136,305 -17%
PFP
8
Patriot Financial Partners
Pennsylvania
$19.9M
PMG
9
Private Management Group
California
$18.4M -$243K -8,272 -1%
PBO
10
Peoples Bank (Ohio)
Ohio
$17.4M -$28.6K -974 -0.2%
Brown Advisory
11
Brown Advisory
Maryland
$16.7M +$302K +10,286 +2%
American Century Companies
12
American Century Companies
Missouri
$13.7M +$3.55M +120,762 +35%
Northern Trust
13
Northern Trust
Illinois
$9.61M -$287K -9,761 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$9.32M -$320K -10,893 -3%
Charles Schwab
15
Charles Schwab
California
$8.69M +$835K +28,425 +11%
BCM
16
Bridgeway Capital Management
Texas
$8.5M +$298K +10,150 +4%
ProShare Advisors
17
ProShare Advisors
Maryland
$8.06M +$609K +20,732 +8%
LSV Asset Management
18
LSV Asset Management
Illinois
$6.1M -$288K -9,800 -5%
CTI
19
Community Trust & Investment
Kentucky
$5.43M
First Trust Advisors
20
First Trust Advisors
Illinois
$4.94M +$374K +12,754 +8%
FP
21
Foundry Partners
Minnesota
$4.04M -$14.6K -498 -0.4%
EF
22
Empowered Funds
Pennsylvania
$3.99M +$298K +10,150 +8%
Morgan Stanley
23
Morgan Stanley
New York
$3.79M -$9.49M -323,339 -72%
Bank of America
24
Bank of America
North Carolina
$3.71M +$1.1M +37,299 +42%
State of New Jersey Common Pension Fund D
25
State of New Jersey Common Pension Fund D
New Jersey
$2.94M +$390K +13,278 +15%

PEBO Hedge Fund Activity: Q1 2024 in Review

159 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp (PEBO) for Q1 2024, worth a combined $579M — down 14% from $673M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of PEBO and 17 opened new positions — a net loss of 6 holders — while 54 trimmed existing stakes and 53 added.

The largest buyer was American Century Companies, adding an estimated $3.55M. The largest seller was Morgan Stanley, cutting an estimated $9.49M.

  • 159 institutional investors held Peoples Bancorp (PEBO) as of Q1 2024, down from 167 in Q4 2023.
  • Funds reported $579M of Peoples Bancorp stock for Q1 2024, down 14% quarter-over-quarter.
  • 17 funds opened new Peoples Bancorp positions in Q1 2024 and 23 closed out, a net change of -6 holders.
  • The largest Peoples Bancorp buyer in Q1 2024 was American Century Companies, an estimated $3.55M added.
  • The largest Peoples Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $9.49M sold.

Based on aggregated 13F filings for Q1 2024.