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Peoples Bancorp of North Carolina

39 hedge funds and large institutions have $39.2M invested in Peoples Bancorp of North Carolina in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $34.3M → $39.2M (+$4.88M)

0.88% more ownership

Funds ownership: 22.97%23.85% (+0.88%)

0% more funds holding

Funds holding: 3939 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

72% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 18

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJL
1
Gendell Jeffrey L
$6.88M
FL
2
Fourthstone LLC
Missouri
$5.15M +$3.05M +110,621 +156%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$4.67M +$50.1K +1,816 +1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$4.21M +$4.1M +148,310 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.45M -$1.83M -66,388 -35%
HAM
6
HoldCo Asset Management
Florida
$3.01M
BCM
7
Bridgeway Capital Management
Texas
$1.72M
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.3M +$93.8K +3,398 +8%
Renaissance Technologies
9
Renaissance Technologies
New York
$1.18M -$472K -17,106 -29%
MCM
10
Maltese Capital Management
New York
$1.14M -$138K -5,000 -11%
PH
11
Pinnacle Holdings
Oklahoma
$990K
RIP
12
Rhino Investment Partners
Pennsylvania
$953K -$2.19M -79,417 -70%
ANTB
13
AMG National Trust Bank
Colorado
$953K
KCM
14
Kennedy Capital Management
Missouri
$755K -$81.2K -2,940 -10%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$371K -$2.98K -108 -0.8%
BlackRock
16
BlackRock
New York
$349K -$50.8K -1,840 -13%
BCM
17
BHZ Capital Management
California
$334K
State Street
18
State Street
Massachusetts
$329K +$99.4K +3,600 +45%
Northern Trust
19
Northern Trust
Illinois
$292K -$13.1K -474 -4%
E
20
Ergoteles
New York
$230K -$130K -4,695 -37%
HF
21
HRT Financial
New York
$219K -$15.5K -562 -7%
Morgan Stanley
22
Morgan Stanley
New York
$159K -$4.94K -179 -3%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$142K
JP Morgan Chase
24
JP Morgan Chase
New York
$95K -$11.4K -412 -11%
CFA
25
Carroll Financial Associates
North Carolina
$86K

PEBK Hedge Fund Activity: Q3 2021 in Review

39 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp of North Carolina (PEBK) for Q3 2021, worth a combined $39.2M — up 14% from $34.3M a quarter earlier.

Fund positioning in PEBK was balanced in Q3 2021: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 18 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $4.1M. The largest seller was Rhino Investment Partners, cutting an estimated $2.19M.

  • 39 institutional investors held Peoples Bancorp of North Carolina (PEBK) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $39.2M of Peoples Bancorp of North Carolina stock for Q3 2021, up 14% quarter-over-quarter.
  • 4 funds opened new Peoples Bancorp of North Carolina positions in Q3 2021 and 4 closed out, a net change of 0 holders.
  • The largest Peoples Bancorp of North Carolina buyer in Q3 2021 was Wellington Management Group, an estimated $4.1M added.
  • The largest Peoples Bancorp of North Carolina seller in Q3 2021 was Rhino Investment Partners, an estimated $2.19M sold.

Based on aggregated 13F filings for Q3 2021.