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Peoples Bancorp of North Carolina

53 hedge funds and large institutions have $60.5M invested in Peoples Bancorp of North Carolina in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

16% more capital invested

Capital invested by funds: $52M → $60.5M (+$8.44M)

1.18% more ownership

Funds ownership: 32.59%33.77% (+1.2%)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

4% less funds holding

Funds holding: 5553 (-2)

Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
22
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJL
1
Gendell Jeffrey L
$16.1M +$69.1K +2,500 +0.5%
BlackRock
2
BlackRock
New York
$6.57M +$318K +11,518 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.11M +$1.74K +63 +0%
KCM
4
Kennedy Capital Management
Missouri
$4.83M -$326K -11,794 -7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$4.1M +$168K +6,085 +5%
BCM
6
Bridgeway Capital Management
Texas
$2.5M -$82.9K -3,000 -3%
MCM
7
Maltese Capital Management
New York
$2.38M +$533K +19,310 +32%
ROC
8
River Oaks Capital
Minnesota
$2.18M
State Street
9
State Street
Massachusetts
$2.09M +$49.8K +1,804 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.9M +$183K +6,622 +12%
Northern Trust
11
Northern Trust
Illinois
$1.61M +$48.3K +1,749 +3%
Renaissance Technologies
12
Renaissance Technologies
New York
$1.37M +$202K +7,300 +19%
PH
13
Pinnacle Holdings
Oklahoma
$1.23M -$40.2K -1,457 -3%
BAC
14
Boys Arnold & Co
North Carolina
$1.01M
LPL Financial
15
LPL Financial
California
$585K
Bank of New York Mellon
16
Bank of New York Mellon
New York
$583K -$1.74K -63 -0.3%
N
17
Nuveen
North Carolina
$576K +$529K +19,146 New
SC
18
Southside Capital
Florida
$471K +$276K +10,000 +176%
PAM
19
Panagora Asset Management
Massachusetts
$462K +$1.57K +57 +0.4%
Wells Fargo
20
Wells Fargo
California
$427K -$13K -472 -3%
Morgan Stanley
21
Morgan Stanley
New York
$385K +$109K +3,934 +44%
Goldman Sachs
22
Goldman Sachs
New York
$326K +$64.6K +2,340 +27%
Charles Schwab
23
Charles Schwab
California
$318K
Deutsche Bank
24
Deutsche Bank
Germany
$278K +$22.8K +824 +10%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$263K

PEBK Hedge Fund Activity: Q2 2019 in Review

53 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp of North Carolina (PEBK) for Q2 2019, worth a combined $60.5M — up 16% from $52M a quarter earlier.

Fund positioning in PEBK was balanced in Q2 2019: 2 funds opened new positions, 2 closed out, 22 added to existing stakes and 11 trimmed.

The largest buyer was Maltese Capital Management, adding an estimated $533K. The largest seller was Kennedy Capital Management, cutting an estimated $326K.

  • 53 institutional investors held Peoples Bancorp of North Carolina (PEBK) as of Q2 2019, down from 55 in Q1 2019.
  • Funds reported $60.5M of Peoples Bancorp of North Carolina stock for Q2 2019, up 16% quarter-over-quarter.
  • 2 funds opened new Peoples Bancorp of North Carolina positions in Q2 2019 and 2 closed out, a net change of 0 holders.
  • The largest Peoples Bancorp of North Carolina buyer in Q2 2019 was Maltese Capital Management, an estimated $533K added.
  • The largest Peoples Bancorp of North Carolina seller in Q2 2019 was Kennedy Capital Management, an estimated $326K sold.

Based on aggregated 13F filings for Q2 2019.