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Peapack-Gladstone Financial
PGC

114 hedge funds and large institutions have $226M invested in Peapack-Gladstone Financial in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3.29% less ownership

Funds ownership: 70.48% → 67.19% (-3.3%)

6% less funds holding

Funds holding: 121 → 114 (-7)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

45% less capital invested

Capital invested by funds: $415M → $226M (-$189M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8.97M

Holders
114
Holders Change
-7
Holders Change %
-5.79%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
47
Reduced
37
Closed
16
Calls
–
Puts
$8.97M
Net Calls
-$8.97M
Net Calls Change
-$10.5M

Top Buyers

Rank Fund Capital Flow
1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$3.94M
2
Renaissance Technologies
Renaissance Technologies
New York
+$2.61M
3
LBS
Lawrence B. Seidman
+$1.98M
4
Millennium Management
Millennium Management
New York
+$1.74M
5
MCM
Maltese Capital Management
New York
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$17M
2
EM
Endicott Management
New York
-$13.2M
3
BFC
Banc Funds Company
Illinois
-$5.08M
4
PTC
Philadelphia Trust Company
Pennsylvania
-$1.59M
5
Morgan Stanley
Morgan Stanley
New York
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
SM
26
Salzhauer Michael
$2.03M -$787K -29,722 -21%
Ameriprise
27
Ameriprise
Minnesota
$2.01M +$500K +18,878 +20%
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$2.01M +$1,000K +37,771 +51%
Charles Schwab
29
Charles Schwab
California
$1.91M +$60.7K +2,295 +2%
Prudential Financial
30
Prudential Financial
New Jersey
$1.85M -$486K -18,367 -15%
EPCA
31
Elizabeth Park Capital Advisors
Ohio
$1.84M – – –
Bank of New York Mellon
32
Bank of New York Mellon
New York
$1.84M -$178K -6,707 -6%
MSL
33
Mackay Shields LLC
New York
$1.5M -$106K -4,000 -5%
Millennium Management
34
Millennium Management
New York
$1.44M +$1.74M +65,775 +463%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$1.3M +$383K +14,488 +25%
Citadel Advisors
36
Citadel Advisors
Florida
$1.21M +$1.03M +38,958 +136%
AQR Capital Management
37
AQR Capital Management
Connecticut
$1.06M +$148K +5,604 +10%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$1.05M +$140K +5,300 +10%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$970K +$26.5K +1,001 +2%
MCM
40
Maltese Capital Management
New York
$952K +$1.4M +53,042 New
CAM
41
Cacti Asset Management
Georgia
$945K -$52.9K -2,000 -4%
BCM
42
BHZ Capital Management
California
$893K – – –
ZCM
43
Ziegler Capital Management
Illinois
$854K +$1.26M +47,572 New
CIC
44
Cornercap Investment Counsel
Georgia
$822K +$1.21M +45,776 New
Two Sigma Investments
45
Two Sigma Investments
New York
$819K -$636K -24,025 -35%
WG
46
Winton Group
United Kingdom
$792K -$239K -9,040 -17%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$754K +$135K +5,100 +14%
GC
48
Globeflex Capital
California
$737K – – –
Wells Fargo
49
Wells Fargo
California
$713K +$81.6K +3,085 +8%
First Trust Advisors
50
First Trust Advisors
Illinois
$700K -$191K -7,228 -16%
1
2
3 4 5

PGC Hedge Fund Activity: Q1 2020 in Review

114 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q1 2020, worth a combined $226M — down 45% from $415M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of PGC and 12 opened new positions — a net loss of 4 holders — while 37 trimmed existing stakes and 47 added.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $3.94M. The largest seller was Boston Partners, exiting entirely with an estimated $17M sold.

  • 114 institutional investors held Peapack-Gladstone Financial (PGC) as of Q1 2020, down from 121 in Q4 2019.
  • Funds reported $226M of Peapack-Gladstone Financial stock for Q1 2020, down 45% quarter-over-quarter.
  • 12 funds opened new Peapack-Gladstone Financial positions in Q1 2020 and 16 closed out, a net change of -4 holders.
  • The largest Peapack-Gladstone Financial buyer in Q1 2020 was Fuller & Thaler Asset Management, an estimated $3.94M added.
  • The largest Peapack-Gladstone Financial seller in Q1 2020 was Boston Partners, an estimated $17M sold.

Based on aggregated 13F filings for Q1 2020.