Peoples Bancorp of North Carolina
PEBK
36 hedge funds and large institutions have $68M invested in Peoples Bancorp of North Carolina in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
11% more capital invested
Capital invested by funds: $61.1M → $68M (+$6.92M)
6% more funds holding
Funds holding: 34 → 36 (+2)
1.84% more ownership
Funds ownership: 36.09% → 37.94% (+1.8%)
25% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$3.31M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.68M |
| 3 |
Millennium Management
New York
|
+$802K |
| 4 |
Jane Street
New York
|
+$417K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$400K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIP
Rhino Investment Partners
West Conshohocken,
Pennsylvania
|
-$1.08M |
| 2 |
GJL
Gendell Jeffrey L
|
-$627K |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$511K |
| 4 |
ROC
River Oaks Capital
Wayzata,
Minnesota
|
-$409K |
| 5 |
BCM
BHZ Capital Management
San Jose,
California
|
-$339K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $52.9K | -$16K | -488 | -23% |
|
|
SIC
27
Salem Investment Counselors
Winston Salem,
North Carolina
| $52.4K | – | – | – |
|
|
SOW
28
State of Wyoming
Cheyenne,
Wyoming
| $38.8K | -$8.3K | -253 | -17% |
|
29
Citigroup
New York
| $29.7K | +$30.7K | +936 | New |
|
30
Bank of America
Charlotte,
North Carolina
| $16.8K | +$17.2K | +523 | +10,460% |
|
31
EARNEST Partners
Atlanta,
Georgia
| $14K | – | – | – |
|
32
Fidelity Investments
Boston,
Massachusetts
| $10.4K | – | – | – |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| $8K | +$6.69K | +204 | +523% |
|
34
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3K | -$3.51K | -107 | -53% |
|
|
CFGS
35
Concourse Financial Group Securities
Birmingham,
Alabama
| $2.99K | – | – | – |
|
36
Wells Fargo
San Francisco,
California
| $1.08K | – | – | – |
|
|
BCM
37
BHZ Capital Management
San Jose,
California
| – | -$339K | -10,400 | Closed |
|
|
NA
38
NewEdge Advisors
New Orleans,
Louisiana
| – | -$68.3K | -2,098 | Closed |
|
PEBK Hedge Fund Activity: Q1 2023 in Review
36 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp of North Carolina (PEBK) for Q1 2023, worth a combined $68M — up 11% from $61.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PEBK positions and 2 closed out — a net gain of 2 holders — while 9 added to existing stakes and 12 trimmed.
The largest buyer was Fourthstone LLC, adding an estimated $3.31M. The largest seller was Rhino Investment Partners, cutting an estimated $1.08M.
- 36 institutional investors held Peoples Bancorp of North Carolina (PEBK) as of Q1 2023, up from 34 in Q4 2022.
- Funds reported $68M of Peoples Bancorp of North Carolina stock for Q1 2023, up 11% quarter-over-quarter.
- 4 funds opened new Peoples Bancorp of North Carolina positions in Q1 2023 and 2 closed out, a net change of +2 holders.
- The largest Peoples Bancorp of North Carolina buyer in Q1 2023 was Fourthstone LLC, an estimated $3.31M added.
- The largest Peoples Bancorp of North Carolina seller in Q1 2023 was Rhino Investment Partners, an estimated $1.08M sold.
Based on aggregated 13F filings for Q1 2023.