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Peoples Bancorp of North Carolina

52 hedge funds and large institutions have $59.2M invested in Peoples Bancorp of North Carolina in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $57.5M → $59.2M (+$1.68M)

0.88% more ownership

Funds ownership: 31.25%32.12% (+0.88%)

0% more funds holding

Funds holding: 5252 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

Holders
52
Holders Change
Holders Change %
0%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJL
1
Gendell Jeffrey L
$16.9M -$536K -17,791 -3%
KCM
2
Kennedy Capital Management
Missouri
$6.45M +$470K +15,581 +8%
BlackRock
3
BlackRock
New York
$6.25M -$72.2K -2,396 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.22M +$68.5K +2,274 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$3.79M -$30 -1 -0%
ROC
6
River Oaks Capital
Minnesota
$2.98M -$20.9K -695 -0.7%
State Street
7
State Street
Massachusetts
$1.85M +$104K +3,450 +6%
Northern Trust
8
Northern Trust
Illinois
$1.61M +$13K +432 +0.8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.47M +$6.72K +223 +0.5%
BCM
10
Bridgeway Capital Management
Texas
$1.36M -$1.66K -55 -0.1%
PH
11
Pinnacle Holdings
Oklahoma
$1.31M -$4.64K -154 -0.4%
BAC
12
Boys Arnold & Co
North Carolina
$1.05M +$1.01M +33,552 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$715K +$49.3K +1,636 +8%
Renaissance Technologies
14
Renaissance Technologies
New York
$671K +$110K +3,638 +20%
RJA
15
Raymond James & Associates
Florida
$624K
LPL Financial
16
LPL Financial
California
$599K
Deutsche Bank
17
Deutsche Bank
Germany
$571K -$169K -5,596 -23%
SIC
18
Salem Investment Counselors
North Carolina
$516K
Morgan Stanley
19
Morgan Stanley
New York
$481K +$177K +5,864 +60%
MCM
20
Maltese Capital Management
New York
$469K +$448K +14,863 +3,716%
Wells Fargo
21
Wells Fargo
California
$465K -$25.9K -859 -5%
TCIM
22
TIAA CREF Investment Management
New York
$390K
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$310K -$17K -565 -5%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$269K
Charles Schwab
25
Charles Schwab
California
$254K

PEBK Hedge Fund Activity: Q1 2018 in Review

52 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp of North Carolina (PEBK) for Q1 2018, worth a combined $59.2M — up 2.9% from $57.5M a quarter earlier.

Fund positioning in PEBK was balanced in Q1 2018: 3 funds opened new positions, 3 closed out, 13 added to existing stakes and 17 trimmed.

The largest buyer was Boys Arnold & Co, opening a new position worth an estimated $1.01M. The largest seller was Gendell Jeffrey L, cutting an estimated $536K.

  • 52 institutional investors held Peoples Bancorp of North Carolina (PEBK) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $59.2M of Peoples Bancorp of North Carolina stock for Q1 2018, up 2.9% quarter-over-quarter.
  • 3 funds opened new Peoples Bancorp of North Carolina positions in Q1 2018 and 3 closed out, a net change of 0 holders.
  • The largest Peoples Bancorp of North Carolina buyer in Q1 2018 was Boys Arnold & Co, an estimated $1.01M added.
  • The largest Peoples Bancorp of North Carolina seller in Q1 2018 was Gendell Jeffrey L, an estimated $536K sold.

Based on aggregated 13F filings for Q1 2018.