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Peoples Bancorp of North Carolina
PEBK

53 hedge funds and large institutions have $62.9M invested in Peoples Bancorp of North Carolina in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

7% more capital invested

Capital invested by funds: $58.8M → $62.9M (+$4.1M)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0.96% less ownership

Funds ownership: 33.37% → 32.42% (-0.96%)

2% less funds holding

Funds holding: 54 → 53 (-1)

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
22
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$136K
2
Morgan Stanley
Morgan Stanley
New York
+$132K
3
Renaissance Technologies
Renaissance Technologies
New York
+$113K
4
State Street
State Street
Massachusetts
+$111K
5
UBS Group
UBS Group
Switzerland
+$108K

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$279K
2
GJL
Gendell Jeffrey L
-$203K
3
BCM
Bridgeway Capital Management
Texas
-$61K
4
OSAM
O'Shaughnessy Asset Management
Connecticut
-$47.5K
5
MCM
Maltese Capital Management
New York
-$43.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$276K -$279K -9,147 -52%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$243K +$1.46K +48 +0.7%
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$233K – – –
JP Morgan Chase
29
JP Morgan Chase
New York
$196K +$136K +4,467 +296%
Barclays
30
Barclays
United Kingdom
$189K +$70.6K +2,314 +68%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$163K – – –
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$125K -$47.5K -1,557 -29%
APC
33
Aspire Private Capital
North Carolina
$96K – – –
AIG
34
American International Group
New York
$95K -$763 -25 -0.9%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$92K – – –
JIR
36
James Investment Research
Ohio
$79K – – –
Deutsche Bank
37
Deutsche Bank
Germany
$65K -$36.7K -1,202 -37%
CFA
38
Carroll Financial Associates
North Carolina
$55K – – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$49K +$11.6K +380 +34%
SO
40
STRS Ohio
Ohio
$43K – – –
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$38.1K +$12.2K +400 +53%
SIC
42
Salem Investment Counselors
North Carolina
$36K – – –
Citigroup
43
Citigroup
New York
$30K +$8.7K +285 +45%
Legal & General Group
44
Legal & General Group
United Kingdom
$22K – – –
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$18K +$4.79K +157 +39%
EARNEST Partners
46
EARNEST Partners
Georgia
$14K – – –
AIP
47
Ameritas Investment Partners
Nebraska
$13K – – –
TCWM
48
Total Clarity Wealth Management
Illinois
$13K +$12.2K +400 New
Federated Hermes
49
Federated Hermes
Pennsylvania
$11K – – –
AG
50
Advisor Group
Arizona
$9K – – –
1
2
3

PEBK Hedge Fund Activity: Q4 2019 in Review

53 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp of North Carolina (PEBK) for Q4 2019, worth a combined $62.9M — up 7% from $58.8M a quarter earlier.

Fund positioning in PEBK was balanced in Q4 2019: 2 funds opened new positions, 2 closed out, 22 added to existing stakes and 10 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $136K. The largest seller was Nuveen, cutting an estimated $279K.

  • 53 institutional investors held Peoples Bancorp of North Carolina (PEBK) as of Q4 2019, down from 54 in Q3 2019.
  • Funds reported $62.9M of Peoples Bancorp of North Carolina stock for Q4 2019, up 7% quarter-over-quarter.
  • 2 funds opened new Peoples Bancorp of North Carolina positions in Q4 2019 and 2 closed out, a net change of 0 holders.
  • The largest Peoples Bancorp of North Carolina buyer in Q4 2019 was JP Morgan Chase, an estimated $136K added.
  • The largest Peoples Bancorp of North Carolina seller in Q4 2019 was Nuveen, an estimated $279K sold.

Based on aggregated 13F filings for Q4 2019.