We are live on ! Find out more
PEBK icon

Peoples Bancorp of North Carolina

36 hedge funds and large institutions have $68M invested in Peoples Bancorp of North Carolina in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more capital invested

Capital invested by funds: $61.1M → $68M (+$6.92M)

6% more funds holding

Funds holding: 3436 (+2)

1.84% more ownership

Funds ownership: 36.09%37.94% (+1.8%)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
4
Increased
9
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$16.5M +$3.31M +100,808 +24%
SVBP
2
Strategic Value Bank Partners
Ohio
$9.56M -$290K -8,835 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.34M +$1.68M +51,156 +24%
GJL
4
Gendell Jeffrey L
$6.77M -$627K -19,124 -8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$4.96M -$137K -4,174 -3%
HAM
6
HoldCo Asset Management
Florida
$3.37M
RIP
7
Rhino Investment Partners
Pennsylvania
$2.98M -$1.08M -32,801 -26%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$2.85M -$511K -15,575 -15%
BCM
9
Bridgeway Capital Management
Texas
$2.26M -$37.4K -1,140 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.32M +$49.2K +1,501 +4%
BlackRock
11
BlackRock
New York
$1.23M -$207K -6,316 -14%
PH
12
Pinnacle Holdings
Oklahoma
$1.11M
ANTB
13
AMG National Trust Bank
Colorado
$1.06M
Millennium Management
14
Millennium Management
New York
$777K +$802K +24,451 New
Renaissance Technologies
15
Renaissance Technologies
New York
$760K -$127K -3,880 -14%
KCM
16
Kennedy Capital Management
Missouri
$656K
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$647K +$400K +12,187 +149%
State Street
18
State Street
Massachusetts
$452K
Morgan Stanley
19
Morgan Stanley
New York
$411K +$134K +4,093 +46%
Jane Street
20
Jane Street
New York
$404K +$417K +12,710 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$387K +$2.3K +70 +0.6%
Northern Trust
22
Northern Trust
Illinois
$381K +$60.5K +1,844 +18%
HF
23
HRT Financial
New York
$356K +$368K +11,223 New
ROC
24
River Oaks Capital
Minnesota
$129K -$409K -12,470 -76%
JIR
25
James Investment Research
Ohio
$66K

PEBK Hedge Fund Activity: Q1 2023 in Review

36 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Peoples Bancorp of North Carolina (PEBK) for Q1 2023, worth a combined $68M — up 11% from $61.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PEBK positions and 2 closed out — a net gain of 2 holders — while 9 added to existing stakes and 12 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $3.31M. The largest seller was Rhino Investment Partners, cutting an estimated $1.08M.

  • 36 institutional investors held Peoples Bancorp of North Carolina (PEBK) as of Q1 2023, up from 34 in Q4 2022.
  • Funds reported $68M of Peoples Bancorp of North Carolina stock for Q1 2023, up 11% quarter-over-quarter.
  • 4 funds opened new Peoples Bancorp of North Carolina positions in Q1 2023 and 2 closed out, a net change of +2 holders.
  • The largest Peoples Bancorp of North Carolina buyer in Q1 2023 was Fourthstone LLC, an estimated $3.31M added.
  • The largest Peoples Bancorp of North Carolina seller in Q1 2023 was Rhino Investment Partners, an estimated $1.08M sold.

Based on aggregated 13F filings for Q1 2023.