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Peoples Bancorp of North Carolina
PEBK

48 hedge funds and large institutions have $52.3M invested in Peoples Bancorp of North Carolina in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

180% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 5

45% more funds holding

Funds holding: 33 → 48 (+15)

23% more capital invested

Capital invested by funds: $42.6M → $52.3M (+$9.78M)

4.46% more ownership

Funds ownership: 29.03% → 33.49% (+4.5%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
48
Holders Change
+15
Holders Change %
+45.45%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
14
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.19M
2
KCM
Kennedy Capital Management
Missouri
+$2.36M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$2.22M
4
State Street
State Street
Massachusetts
+$1.26M
5
Northern Trust
Northern Trust
Illinois
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
CCM
Castine Capital Management
Massachusetts
-$5.94M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$2.35M
3
ROC
River Oaks Capital
Minnesota
-$473K
4
MCM
Maltese Capital Management
New York
-$339K
5
Millennium Management
Millennium Management
New York
-$209K
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$142K +$131K +4,950 New
Morgan Stanley
27
Morgan Stanley
New York
$117K +$94.5K +3,563 +720%
SEI Investments
28
SEI Investments
Pennsylvania
$98K +$90.4K +3,410 New
NFA
29
Nationwide Fund Advisors
Ohio
$93K +$66.8K +2,520 +355%
AIG
30
American International Group
New York
$83K +$76.5K +2,885 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$80K – – –
UBS Group
32
UBS Group
Switzerland
$64K +$13.8K +522 +31%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$49K -$7.93K -299 -15%
CFA
34
Carroll Financial Associates
North Carolina
$43K – – –
JIR
35
James Investment Research
Ohio
$41K – – –
SO
36
STRS Ohio
Ohio
$37K +$35K +1,320 New
Legal & General Group
37
Legal & General Group
United Kingdom
$19K +$17.4K +656 New
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$14K +$12.9K +488 New
Federated Hermes
39
Federated Hermes
Pennsylvania
$13K +$3.16K +119 +34%
AIP
40
Ameritas Investment Partners
Nebraska
$12K +$10.8K +408 New
Citigroup
41
Citigroup
New York
$10K +$9.52K +359 New
TRCT
42
Tower Research Capital (TRC)
New York
$9K +$8.54K +322 New
Acadian Asset Management
43
Acadian Asset Management
Massachusetts
$4K +$981 +37 +41%
Barclays
44
Barclays
United Kingdom
$3K -$32.1K -1,210 -92%
DA
45
Denali Advisors
California
$3K – – –
LSV Asset Management
46
LSV Asset Management
Illinois
$3K +$2.92K +110 New
Wells Fargo
47
Wells Fargo
California
$3K +$2.94K +111 New
CCM
48
Castine Capital Management
Massachusetts
– -$5.94M -220,000 Closed
AllianceBernstein
49
AllianceBernstein
Tennessee
– -$2.35M -86,936 Closed
Millennium Management
50
Millennium Management
New York
– -$209K -7,751 Closed
1
2
3

PEBK Hedge Fund Activity: Q2 2017 in Review

48 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp of North Carolina (PEBK) for Q2 2017, worth a combined $52.3M — up 23% from $42.6M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PEBK positions and 4 closed out — a net gain of 15 holders — while 14 added to existing stakes and 5 trimmed.

The largest buyer was BlackRock, adding an estimated $5.19M. The largest seller was Castine Capital Management, exiting entirely with an estimated $5.94M sold.

  • 48 institutional investors held Peoples Bancorp of North Carolina (PEBK) as of Q2 2017, up from 33 in Q1 2017.
  • Funds reported $52.3M of Peoples Bancorp of North Carolina stock for Q2 2017, up 23% quarter-over-quarter.
  • 19 funds opened new Peoples Bancorp of North Carolina positions in Q2 2017 and 4 closed out, a net change of +15 holders.
  • The largest Peoples Bancorp of North Carolina buyer in Q2 2017 was BlackRock, an estimated $5.19M added.
  • The largest Peoples Bancorp of North Carolina seller in Q2 2017 was Castine Capital Management, an estimated $5.94M sold.

Based on aggregated 13F filings for Q2 2017.