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Peoples Bancorp

173 hedge funds and large institutions have $608M invested in Peoples Bancorp in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

90% more call options, than puts

Call options by funds: $641K | Put options by funds: $337K

38% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 47

13% more funds holding

Funds holding: 153173 (+20)

1.46% more ownership

Funds ownership: 55.45%56.91% (+1.5%)

3% more capital invested

Capital invested by funds: $590M → $608M (+$17.3M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
173
Holders Change
+20
Holders Change %
+13.07%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
29
Increased
65
Reduced
47
Closed
9
Calls
$641K
Puts
$337K
Net Calls
+$304K
Net Calls Change
-$107K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$85.6M +$4.23M +136,421 +5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$73.6M -$620K -20,002 -0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$59.2M +$1.21M +38,969 +2%
Franklin Resources
4
Franklin Resources
California
$51.3M -$6.2M -200,167 -11%
State Street
5
State Street
Massachusetts
$30.9M +$447K +14,426 +1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$25.6M +$690K +22,285 +3%
Brown Advisory
7
Brown Advisory
Maryland
$24M +$415K +13,392 +2%
American Century Companies
8
American Century Companies
Missouri
$20.4M +$2.86M +92,382 +16%
PMG
9
Private Management Group
California
$18.4M -$143K -4,601 -0.7%
AllianceBernstein
10
AllianceBernstein
Tennessee
$18.3M -$626K -20,217 -3%
PBO
11
Peoples Bank (Ohio)
Ohio
$17.6M -$51.1K -1,650 -0.3%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$10.6M +$6.61M +213,488 +154%
Northern Trust
13
Northern Trust
Illinois
$9.55M -$70.7K -2,281 -0.7%
Charles Schwab
14
Charles Schwab
California
$8.88M +$157K +5,071 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$8.84M -$784K -25,320 -8%
BCM
16
Bridgeway Capital Management
Texas
$8.69M +$212K +6,834 +2%
ProShare Advisors
17
ProShare Advisors
Maryland
$7.14M +$218K +7,033 +3%
Morgan Stanley
18
Morgan Stanley
New York
$6.15M +$2.53M +81,602 +67%
CTI
19
Community Trust & Investment
Kentucky
$5.51M
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$5.12M +$1.61M +52,073 +44%
FP
21
Foundry Partners
Minnesota
$4.9M +$878K +28,346 +21%
LSV Asset Management
22
LSV Asset Management
Illinois
$4.69M -$1.41M -45,551 -23%
EF
23
Empowered Funds
Pennsylvania
$4.1M +$212K +6,834 +5%
Goldman Sachs
24
Goldman Sachs
New York
$3.78M +$1.37M +44,190 +54%
First Trust Advisors
25
First Trust Advisors
Illinois
$3.77M -$7.3M -235,626 -65%

PEBO Hedge Fund Activity: Q3 2024 in Review

173 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp (PEBO) for Q3 2024, worth a combined $608M — up 2.9% from $590M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PEBO positions and 9 closed out — a net gain of 20 holders — while 65 added to existing stakes and 47 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $6.61M. The largest seller was First Trust Advisors, cutting an estimated $7.3M.

  • 173 institutional investors held Peoples Bancorp (PEBO) as of Q3 2024, up from 153 in Q2 2024.
  • Funds reported $608M of Peoples Bancorp stock for Q3 2024, up 2.9% quarter-over-quarter.
  • 29 funds opened new Peoples Bancorp positions in Q3 2024 and 9 closed out, a net change of +20 holders.
  • The largest Peoples Bancorp buyer in Q3 2024 was Wellington Management Group, an estimated $6.61M added.
  • The largest Peoples Bancorp seller in Q3 2024 was First Trust Advisors, an estimated $7.3M sold.

Based on aggregated 13F filings for Q3 2024.