We are live on ! Find out more
PGC icon

Peapack-Gladstone Financial
PGC

127 hedge funds and large institutions have $462M invested in Peapack-Gladstone Financial in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

52% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 33

15% more funds holding

Funds holding: 110 → 127 (+17)

8% more capital invested

Capital invested by funds: $428M → $462M (+$33.6M)

1.1% more ownership

Funds ownership: 71.08% → 72.17% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
127
Holders Change
+17
Holders Change %
+15.45%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
50
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$5.19M
2
Millennium Management
Millennium Management
New York
+$3.05M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.99M
4
BFC
Banc Funds Company
Illinois
+$1.44M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
-$9.13M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.65M
3
NFA
Nationwide Fund Advisors
Ohio
-$1.73M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$783K
5
MCM
Matarin Capital Management
New York
-$751K
Name Holding Trade Value Shares
Change 		Change in
Stake
SM
26
Salzhauer Michael
$3.94M – – –
Charles Schwab
27
Charles Schwab
California
$3.63M +$248K +7,238 +8%
MFP
28
Michael F. Price
$3.53M – – –
Bank of New York Mellon
29
Bank of New York Mellon
New York
$3.3M -$19K -556 -0.6%
Morgan Stanley
30
Morgan Stanley
New York
$3.21M +$433K +12,641 +16%
Goldman Sachs
31
Goldman Sachs
New York
$3M +$270K +7,886 +10%
Prudential Financial
32
Prudential Financial
New Jersey
$2.67M -$157K -4,600 -6%
Allianz Asset Management
33
Allianz Asset Management
Germany
$2.51M -$783K -22,875 -24%
TCIM
34
TIAA CREF Investment Management
New York
$2.5M +$73.8K +2,157 +3%
CCM
35
Condor Capital Management
New Jersey
$2.44M -$122K -3,568 -5%
FG
36
FSI Group
Ohio
$2.15M -$60.4K -1,765 -3%
OSAM
37
O'Shaughnessy Asset Management
Connecticut
$2.12M -$217K -6,340 -9%
CAM
38
Cacti Asset Management
Georgia
$2.1M – – –
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$1.9M +$4.65K +136 +0.3%
CCMH
40
Cornerstone Capital Management Holdings
New York
$1.85M -$130K -3,800 -7%
AQR Capital Management
41
AQR Capital Management
Connecticut
$1.8M +$627K +18,311 +55%
SFM
42
Systematic Financial Management
New Jersey
$1.73M +$892K +26,070 +111%
IA
43
IndexIQ Advisors
New York
$1.67M +$626K +18,306 +62%
EPCA
44
Elizabeth Park Capital Advisors
Ohio
$1.65M +$517K +15,100 +47%
Federated Hermes
45
Federated Hermes
Pennsylvania
$1.61M +$281K +8,219 +22%
OAM
46
Oxford Asset Management
United Kingdom
$1.6M +$691K +20,204 +80%
Two Sigma Investments
47
Two Sigma Investments
New York
$1.47M -$227K -6,646 -14%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$1.46M +$1.43M +41,742 New
Hotchkis & Wiley Capital Management
49
Hotchkis & Wiley Capital Management
California
$1.31M +$1.28M +37,332 New
BCM
50
Bridgeway Capital Management
Texas
$1.29M – – –
1
2
3 4 5

PGC Hedge Fund Activity: Q4 2017 in Review

127 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q4 2017, worth a combined $462M — up 7.8% from $428M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PGC positions and 6 closed out — a net gain of 17 holders — while 50 added to existing stakes and 33 trimmed.

The largest buyer was Boston Partners, adding an estimated $5.19M. The largest seller was Basswood Capital Management, cutting an estimated $9.13M.

  • 127 institutional investors held Peapack-Gladstone Financial (PGC) as of Q4 2017, up from 110 in Q3 2017.
  • Funds reported $462M of Peapack-Gladstone Financial stock for Q4 2017, up 7.8% quarter-over-quarter.
  • 23 funds opened new Peapack-Gladstone Financial positions in Q4 2017 and 6 closed out, a net change of +17 holders.
  • The largest Peapack-Gladstone Financial buyer in Q4 2017 was Boston Partners, an estimated $5.19M added.
  • The largest Peapack-Gladstone Financial seller in Q4 2017 was Basswood Capital Management, an estimated $9.13M sold.

Based on aggregated 13F filings for Q4 2017.