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Peapack-Gladstone Financial
PGC

112 hedge funds and large institutions have $301M invested in Peapack-Gladstone Financial in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more capital invested

Capital invested by funds: $192M → $301M (+$109M)

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

4% more funds holding

Funds holding: 108 → 112 (+4)

2.6% more ownership

Funds ownership: 67.16% → 69.76% (+2.6%)

14% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 42

Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
13
Increased
36
Reduced
42
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.35M
2
KCM
Kennedy Capital Management
Missouri
+$3.26M
3
PVWM
Point View Wealth Management
New Jersey
+$2.73M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.55M
5
BFC
Banc Funds Company
Illinois
+$2.22M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$3.69M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$2.58M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$1.54M
4
PGFC
Peapack-Gladstone Financial Corp
New Jersey
-$745K
5
MCM
Maltese Capital Management
New York
-$745K
Name Holding Trade Value Shares
Change 		Change in
Stake
EPCA
26
Elizabeth Park Capital Advisors
Ohio
$2.76M +$375K +18,958 +19%
Charles Schwab
27
Charles Schwab
California
$2.54M +$32K +1,616 +1%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$2.49M +$335K +16,910 +18%
Prudential Financial
29
Prudential Financial
New Jersey
$2.49M -$20.9K -1,057 -1%
ERWM
30
Elk River Wealth Management
Colorado
$2.29M +$1.99M +100,619 New
Franklin Resources
31
Franklin Resources
California
$2.23M +$524K +26,479 +37%
LBS
32
Lawrence B. Seidman
$2.15M -$370K -18,692 -16%
Federated Hermes
33
Federated Hermes
Pennsylvania
$2.04M -$1.54M -77,657 -46%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$1.82M -$246K -12,440 -13%
BCM
35
BHZ Capital Management
California
$1.81M +$297K +14,975 +23%
BCM
36
Bridgeway Capital Management
Texas
$1.77M – – –
Citadel Advisors
37
Citadel Advisors
Florida
$1.72M -$252K -12,721 -14%
Acadian Asset Management
38
Acadian Asset Management
Massachusetts
$1.53M -$443K -22,376 -25%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$1.47M -$891 -45 -0.1%
Ameriprise
40
Ameriprise
Minnesota
$1.42M -$156K -7,889 -11%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$1.34M -$107K -5,400 -8%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$1.31M +$251K +12,659 +28%
MSL
43
Mackay Shields LLC
New York
$1.3M +$3.96K +200 +0.4%
CAM
44
Cacti Asset Management
Georgia
$1.25M -$306K -15,476 -22%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$1.21M -$11.9K -600 -1%
GI
46
GAMCO Investors
Connecticut
$1.13M +$44.3K +2,239 +5%
Morgan Stanley
47
Morgan Stanley
New York
$1.05M +$207K +10,453 +29%
Wells Fargo
48
Wells Fargo
California
$988K -$80.9K -4,083 -9%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$978K -$6.95K -351 -0.8%
GC
50
Globeflex Capital
California
$924K – – –
1
2
3 4 5

PGC Hedge Fund Activity: Q4 2020 in Review

112 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q4 2020, worth a combined $301M — up 57% from $192M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PGC positions and 9 closed out — a net gain of 4 holders — while 36 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock, adding an estimated $5.35M. The largest seller was Royce & Associates, exiting entirely with an estimated $3.69M sold.

  • 112 institutional investors held Peapack-Gladstone Financial (PGC) as of Q4 2020, up from 108 in Q3 2020.
  • Funds reported $301M of Peapack-Gladstone Financial stock for Q4 2020, up 57% quarter-over-quarter.
  • 13 funds opened new Peapack-Gladstone Financial positions in Q4 2020 and 9 closed out, a net change of +4 holders.
  • The largest Peapack-Gladstone Financial buyer in Q4 2020 was BlackRock, an estimated $5.35M added.
  • The largest Peapack-Gladstone Financial seller in Q4 2020 was Royce & Associates, an estimated $3.69M sold.

Based on aggregated 13F filings for Q4 2020.