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Peapack-Gladstone Financial
PGC

95 hedge funds and large institutions have $348M invested in Peapack-Gladstone Financial in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

66.48% more ownership

Funds ownership: 0% → 66.48% (+66%)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

48% more capital invested

Capital invested by funds: $236M → $348M (+$112M)

33% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 27

16% more funds holding

Funds holding: 82 → 95 (+13)

85% less call options, than puts

Call options by funds: $25K | Put options by funds: $164K

Holders
95
Holders Change
+13
Holders Change %
+15.85%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
18
Increased
36
Reduced
27
Closed
4
Calls
$25K
Puts
$164K
Net Calls
-$139K
Net Calls Change
+$216K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.25M
2
BFA
BlackRock Fund Advisors
California
+$2.01M
3
CAM
ClariVest Asset Management
California
+$1.81M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$1.33M
5
Morgan Stanley
Morgan Stanley
New York
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$1.37M
2
MCM
Maltese Capital Management
New York
-$1.33M
3
EC
EJF Capital
Virginia
-$1.16M
4
Renaissance Technologies
Renaissance Technologies
New York
-$971K
5
Deutsche Bank
Deutsche Bank
Germany
-$969K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
26
Condor Capital Management
New Jersey
$2.54M -$106K -4,107 -5%
TCIM
27
TIAA CREF Investment Management
New York
$2.4M +$8.4K +326 +0.4%
Morgan Stanley
28
Morgan Stanley
New York
$2.38M +$1.24M +48,063 +166%
MAM
29
Martingale Asset Management
Massachusetts
$2.25M +$716K +27,804 +62%
CCMH
30
Cornerstone Capital Management Holdings
New York
$2.22M +$59.2K +2,300 +3%
Nordea Investment Management
31
Nordea Investment Management
Sweden
$2.21M +$1.33M +51,451 +255%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$2.18M +$164K +6,367 +10%
BIM
33
BlackRock Investment Management
Delaware
$2.17M -$14.1K -547 -0.8%
CAM
34
Cacti Asset Management
Georgia
$2.16M – – –
Russell Investments Group
35
Russell Investments Group
United Kingdom
$2.12M +$1.76M +68,151 New
Allianz Asset Management
36
Allianz Asset Management
Germany
$1.94M +$1.19M +46,140 +277%
LSV Asset Management
37
LSV Asset Management
Illinois
$1.6M +$41.2K +1,600 +3%
BCM
38
Bridgeway Capital Management
Texas
$1.57M – – –
First Trust Advisors
39
First Trust Advisors
Illinois
$1.4M +$563K +21,865 +93%
JP Morgan Chase
40
JP Morgan Chase
New York
$1.31M +$713K +27,683 +186%
OSAM
41
O'Shaughnessy Asset Management
Connecticut
$1.31M +$1.1M +42,522 New
PCA
42
PL Capital Advisors
Florida
$1.15M – – –
Federated Hermes
43
Federated Hermes
Pennsylvania
$1.11M +$913K +35,432 +8,279%
NFA
44
Nationwide Fund Advisors
Ohio
$1.05M +$27.6K +1,071 +3%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$1.02M – – –
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1M -$20.6K -800 -2%
Charles Schwab
47
Charles Schwab
California
$894K – – –
Invesco
48
Invesco
Georgia
$862K +$75.5K +2,929 +12%
EPCA
49
Elizabeth Park Capital Advisors
Ohio
$841K +$702K +27,238 New
Acadian Asset Management
50
Acadian Asset Management
Massachusetts
$830K +$250K +9,722 +57%
1
2
3 4

PGC Hedge Fund Activity: Q4 2016 in Review

95 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q4 2016, worth a combined $348M — up 48% from $236M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PGC positions and 4 closed out — a net gain of 14 holders — while 36 added to existing stakes and 27 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.25M. The largest seller was Royce & Associates, cutting an estimated $1.37M.

  • 95 institutional investors held Peapack-Gladstone Financial (PGC) as of Q4 2016, up from 82 in Q3 2016.
  • Funds reported $348M of Peapack-Gladstone Financial stock for Q4 2016, up 48% quarter-over-quarter.
  • 18 funds opened new Peapack-Gladstone Financial positions in Q4 2016 and 4 closed out, a net change of +14 holders.
  • The largest Peapack-Gladstone Financial buyer in Q4 2016 was Vanguard Group, an estimated $2.25M added.
  • The largest Peapack-Gladstone Financial seller in Q4 2016 was Royce & Associates, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2016.