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Peoples Bancorp of North Carolina

48 hedge funds and large institutions have $59.2M invested in Peoples Bancorp of North Carolina in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $52.3M → $59.2M (+$6.9M)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0.07% more ownership

Funds ownership: 33.49%33.56% (+0.07%)

0% more funds holding

Funds holding: 4848 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
48
Holders Change
Holders Change %
0%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJL
1
Gendell Jeffrey L
$18.4M -$195K -6,754 -1%
BlackRock
2
BlackRock
New York
$6.56M +$103K +3,575 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.03M +$711K +24,602 +15%
KCM
4
Kennedy Capital Management
Missouri
$5.52M +$365K +12,625 +8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$3.9M -$22.9K -793 -0.7%
ROC
6
River Oaks Capital
Minnesota
$3.57M -$286K -9,900 -8%
Northern Trust
7
Northern Trust
Illinois
$1.68M -$1.45K -50 -0.1%
State Street
8
State Street
Massachusetts
$1.58M +$38.2K +1,320 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.52M +$143K +4,953 +12%
BCM
10
Bridgeway Capital Management
Texas
$1.44M -$11.2K -387 -0.9%
PH
11
Pinnacle Holdings
Oklahoma
$1.38M
RJA
12
Raymond James & Associates
Florida
$658K
LPL Financial
13
LPL Financial
California
$631K
SIC
14
Salem Investment Counselors
North Carolina
$628K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$582K -$142K -4,916 -21%
Deutsche Bank
16
Deutsche Bank
Germany
$569K +$81.2K +2,810 +19%
Renaissance Technologies
17
Renaissance Technologies
New York
$492K +$118K +4,071 +37%
MCM
18
Maltese Capital Management
New York
$438K -$1.36M -46,970 -78%
TCIM
19
TIAA CREF Investment Management
New York
$411K +$9.48K +328 +3%
Wells Fargo
20
Wells Fargo
California
$329K +$290K +10,048 +9,052%
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$303K +$114K +3,955 +73%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$283K
Charles Schwab
23
Charles Schwab
California
$268K
TA
24
Teachers Advisors
New York
$265K
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$253K -$12.7K -440 -5%

PEBK Hedge Fund Activity: Q3 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 Q3 2017, worth a combined $59.2M — up 13% from $52.3M a quarter earlier.

Fund positioning in PEBK was balanced in Q3 2017: 3 funds opened new positions, 3 closed out, 15 added to existing stakes and 14 trimmed.

The largest buyer was Vanguard Group, adding an estimated $711K. The largest seller was Maltese Capital Management, cutting an estimated $1.36M.

  • 48 institutional investors held Peoples Bancorp of North Carolina (PEBK) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $59.2M of Peoples Bancorp of North Carolina stock for Q3 2017, up 13% quarter-over-quarter.
  • 3 funds opened new Peoples Bancorp of North Carolina positions in Q3 2017 and 3 closed out, a net change of 0 holders.
  • The largest Peoples Bancorp of North Carolina buyer in Q3 2017 was Vanguard Group, an estimated $711K added.
  • The largest Peoples Bancorp of North Carolina seller in Q3 2017 was Maltese Capital Management, an estimated $1.36M sold.

Based on aggregated 13F filings for Q3 2017.