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Peoples Bancorp of North Carolina

24 hedge funds and large institutions have $16.8M invested in Peoples Bancorp of North Carolina in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

9% more capital invested

Capital invested by funds: $15.4M → $16.8M (+$1.35M)

4% more funds holding

Funds holding: 2324 (+1)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJL
1
Gendell Jeffrey L
$7.27M +$66.4K +5,500 +1%
BFC
2
Banc Funds Company
Illinois
$1.89M +$87.1K +7,210 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$1.34M +$23.9K +1,980 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$966K -$1.33K -110 -0.1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$931K
BCM
6
Basswood Capital Management
New York
$802K +$238K +19,697 +46%
CAN
7
Cetera Advisor Networks
California
$744K
SCM
8
Schneider Capital Management
Pennsylvania
$550K
CFA
9
Carroll Financial Associates
North Carolina
$489K -$1.26M -104,500 -73%
BCM
10
Bridgeway Capital Management
Texas
$437K
APCM
11
Arbiter Partners Capital Management
New York
$366K
RJA
12
Raymond James & Associates
Florida
$262K
LPL Financial
13
LPL Financial
California
$251K
Bank of New York Mellon
14
Bank of New York Mellon
New York
$174K
SJ
15
Stilwell Joseph
$121K -$41.2K -3,410 -27%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$117K
TRCT
17
Tower Research Capital (TRC)
New York
$22K +$15.3K +1,265 +264%
PH
18
Pinnacle Holdings
Oklahoma
$16.5K +$15.5K +1,280 New
BA
19
BlackRock Advisors
Delaware
$16K
JIR
20
James Investment Research
Ohio
$11K
EARNEST Partners
21
EARNEST Partners
Georgia
$9K +$7.97K +660 New
Morgan Stanley
22
Morgan Stanley
New York
$1K +$664 +55 New
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8 +$1.87K +155 +33%
U
24
UBS
Switzerland
-$18K -1,587 Closed
Wells Fargo
25
Wells Fargo
California
-$6.62K -548 Closed

PEBK Hedge Fund Activity: Q4 2013 in Review

24 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp of North Carolina (PEBK) for Q4 2013, worth a combined $16.8M — up 8.7% from $15.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PEBK positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Basswood Capital Management, adding an estimated $238K. The largest seller was Carroll Financial Associates, cutting an estimated $1.26M.

  • 24 institutional investors held Peoples Bancorp of North Carolina (PEBK) as of Q4 2013, up from 23 in Q3 2013.
  • Funds reported $16.8M of Peoples Bancorp of North Carolina stock for Q4 2013, up 8.7% quarter-over-quarter.
  • 3 funds opened new Peoples Bancorp of North Carolina positions in Q4 2013 and 2 closed out, a net change of +1 holder.
  • The largest Peoples Bancorp of North Carolina buyer in Q4 2013 was Basswood Capital Management, an estimated $238K added.
  • The largest Peoples Bancorp of North Carolina seller in Q4 2013 was Carroll Financial Associates, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2013.