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Peapack-Gladstone Financial
PGC

64 hedge funds and large institutions have $171M invested in Peapack-Gladstone Financial in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

79% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 14

51% more capital invested

Capital invested by funds: $113M → $171M (+$57.7M)

7% more funds holding

Funds holding: 60 → 64 (+4)

Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
25
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
+$10.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$9.64M
3
BFC
Banc Funds Company
Illinois
+$9.58M
4
MCM
Maltese Capital Management
New York
+$5.98M
5
SCA
Stieven Capital Advisors
Missouri
+$3.78M

Top Sellers

Rank Fund Capital Flow
1
JAM
Jacobs Asset Management
New York
-$1.62M
2
CC
Consector Capital
New York
-$1.29M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$295K
4
AllianceBernstein
AllianceBernstein
Tennessee
-$173K
5
Bank of America
Bank of America
North Carolina
-$147K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$901K – – –
Geode Capital Management
27
Geode Capital Management
Massachusetts
$844K +$48.9K +2,701 +6%
BIM
28
BlackRock Investment Management
Delaware
$752K -$3.75K -207 -0.5%
AllianceBernstein
29
AllianceBernstein
Tennessee
$662K -$173K -9,527 -21%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$575K +$561K +30,960 New
Morgan Stanley
31
Morgan Stanley
New York
$504K +$446K +24,649 +982%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$428K – – –
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$411K +$1.72K +95 +0.4%
CCMH
34
Cornerstone Capital Management Holdings
New York
$395K +$30.8K +1,700 +9%
Deutsche Bank
35
Deutsche Bank
Germany
$376K +$352K +19,416 +2,189%
Charles Schwab
36
Charles Schwab
California
$329K – – –
CNB
37
City National Bank
California
$325K – – –
TA
38
Teachers Advisors
New York
$312K – – –
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$262K +$26.3K +1,450 +11%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$228K +$18.1K +1,000 +9%
NFA
41
Nationwide Fund Advisors
Ohio
$200K -$5.36K -296 -3%
MLICM
42
Metropolitan Life Insurance Company (MetLife)
New York
$194K – – –
AIG
43
American International Group
New York
$140K -$5.41K -299 -4%
Citigroup
44
Citigroup
New York
$128K +$117K +6,460 +1,436%
BA
45
BlackRock Advisors
Delaware
$126K -$4.89K -270 -4%
PCM
46
Prelude Capital Management
New York
$117K – – –
UBS Group
47
UBS Group
Switzerland
$86K +$83.6K +4,619 New
KBC Group
48
KBC Group
Belgium
$71K +$69.2K +3,824 New
HCM
49
Highlander Capital Management
New Jersey
$65K -$9.05K -500 -13%
VIA
50
Vantage Investment Advisors
Pennsylvania
$65K +$63.6K +3,515 New
1
2
3

PGC Hedge Fund Activity: Q4 2014 in Review

64 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q4 2014, worth a combined $171M — up 51% from $113M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PGC positions and 4 closed out — a net gain of 6 holders — while 25 added to existing stakes and 14 trimmed.

The largest buyer was EJF Capital, adding an estimated $10.8M. The largest seller was Jacobs Asset Management, cutting an estimated $1.62M.

  • 64 institutional investors held Peapack-Gladstone Financial (PGC) as of Q4 2014, up from 60 in Q3 2014.
  • Funds reported $171M of Peapack-Gladstone Financial stock for Q4 2014, up 51% quarter-over-quarter.
  • 10 funds opened new Peapack-Gladstone Financial positions in Q4 2014 and 4 closed out, a net change of +6 holders.
  • The largest Peapack-Gladstone Financial buyer in Q4 2014 was EJF Capital, an estimated $10.8M added.
  • The largest Peapack-Gladstone Financial seller in Q4 2014 was Jacobs Asset Management, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2014.