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Peoples Bancorp of North Carolina

54 hedge funds and large institutions have $58.8M invested in Peoples Bancorp of North Carolina in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

2% more funds holding

Funds holding: 5354 (+1)

0.4% less ownership

Funds ownership: 33.77%33.37% (-0.4%)

3% less capital invested

Capital invested by funds: $60.5M → $58.8M (-$1.7M)

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
19
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
$14.8M -$1.12M -40,249 -7%
BlackRock
2
BlackRock
New York
$7.12M +$587K +21,046 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.04M +$3.68K +132 +0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$4.17M +$114K +4,094 +3%
KCM
5
Kennedy Capital Management
Missouri
$3.31M -$1.37M -49,268 -31%
MCM
6
Maltese Capital Management
New York
$2.52M +$159K +5,690 +7%
BCM
7
Bridgeway Capital Management
Texas
$2.47M
ROC
8
River Oaks Capital
Minnesota
$2.15M
State Street
9
State Street
Massachusetts
$2.06M +$2.85K +102 +0.1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.89M +$3.65K +131 +0.2%
Renaissance Technologies
11
Renaissance Technologies
New York
$1.65M +$273K +9,800 +21%
Northern Trust
12
Northern Trust
Illinois
$1.54M -$50.9K -1,825 -3%
PH
13
Pinnacle Holdings
Oklahoma
$1.22M
BAC
14
Boys Arnold & Co
North Carolina
$971K
Morgan Stanley
15
Morgan Stanley
New York
$615K +$221K +7,916 +62%
LPL Financial
16
LPL Financial
California
$579K
Bank of New York Mellon
17
Bank of New York Mellon
New York
$556K -$19.6K -702 -4%
N
18
Nuveen
North Carolina
$522K -$44.4K -1,593 -8%
SC
19
Southside Capital
Florida
$466K
PAM
20
Panagora Asset Management
Massachusetts
$456K
Wells Fargo
21
Wells Fargo
California
$443K +$18.6K +666 +5%
Charles Schwab
22
Charles Schwab
California
$341K +$24.3K +871 +8%
Goldman Sachs
23
Goldman Sachs
New York
$338K +$14K +503 +5%
Bank of America
24
Bank of America
North Carolina
$270K +$101K +3,631 +67%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$268K +$251K +9,005 New

PEBK Hedge Fund Activity: Q3 2019 in Review

54 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp of North Carolina (PEBK) for Q3 2019, worth a combined $58.8M — down 2.8% from $60.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PEBK positions and 2 closed out — a net gain of 1 holder — while 19 added to existing stakes and 11 trimmed.

The largest buyer was BlackRock, adding an estimated $587K. The largest seller was Kennedy Capital Management, cutting an estimated $1.37M.

  • 54 institutional investors held Peoples Bancorp of North Carolina (PEBK) as of Q3 2019, up from 53 in Q2 2019.
  • Funds reported $58.8M of Peoples Bancorp of North Carolina stock for Q3 2019, down 2.8% quarter-over-quarter.
  • 3 funds opened new Peoples Bancorp of North Carolina positions in Q3 2019 and 2 closed out, a net change of +1 holder.
  • The largest Peoples Bancorp of North Carolina buyer in Q3 2019 was BlackRock, an estimated $587K added.
  • The largest Peoples Bancorp of North Carolina seller in Q3 2019 was Kennedy Capital Management, an estimated $1.37M sold.

Based on aggregated 13F filings for Q3 2019.