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Peapack-Gladstone Financial
PGC

109 hedge funds and large institutions have $407M invested in Peapack-Gladstone Financial in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $301M → $407M (+$106M)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0.01% less ownership

Funds ownership: 69.76% → 69.76% (-0.01%)

3% less funds holding

Funds holding: 112 → 109 (-3)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

38% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 50

Holders
109
Holders Change
-3
Holders Change %
-2.68%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
6
Increased
31
Reduced
50
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$7.62M
2
PGFC
Peapack-Gladstone Financial Corp
New Jersey
+$5.33M
3
Brown Advisory
Brown Advisory
Maryland
+$3.23M
4
FCM
FJ Capital Management
Virginia
+$2.42M
5
PTC
Philadelphia Trust Company
Pennsylvania
+$1.58M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$2.13M
2
BFC
Banc Funds Company
Illinois
-$2.05M
3
Northern Trust
Northern Trust
Illinois
-$1.72M
4
Morgan Stanley
Morgan Stanley
New York
-$1.19M
5
ERWM
Elk River Wealth Management
Colorado
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
26
Franklin Resources
California
$3.74M +$636K +23,164 +24%
Charles Schwab
27
Charles Schwab
California
$3.56M +$100K +3,648 +3%
Prudential Financial
28
Prudential Financial
New Jersey
$3.16M -$186K -6,772 -6%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$2.92M -$407K -14,815 -14%
BCM
30
BHZ Capital Management
California
$2.77M +$282K +10,268 +13%
FCM
31
FJ Capital Management
Virginia
$2.72M +$2.42M +88,100 New
Bank of New York Mellon
32
Bank of New York Mellon
New York
$2.59M +$111K +4,057 +5%
BCM
33
Bridgeway Capital Management
Texas
$2.25M -$137K -5,000 -6%
Citadel Advisors
34
Citadel Advisors
Florida
$2.05M -$256K -9,312 -12%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$1.82M -$162K -5,895 -9%
ERWM
36
Elk River Wealth Management
Colorado
$1.78M -$1.18M -42,845 -43%
Federated Hermes
37
Federated Hermes
Pennsylvania
$1.7M -$943K -34,369 -38%
CAM
38
Cacti Asset Management
Georgia
$1.7M – – –
GI
39
GAMCO Investors
Connecticut
$1.62M +$82.3K +3,000 +6%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$1.61M -$195K -7,100 -12%
Acadian Asset Management
41
Acadian Asset Management
Massachusetts
$1.53M -$486K -17,698 -26%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$1.43M -$310K -11,288 -20%
Ameriprise
43
Ameriprise
Minnesota
$1.4M -$474K -17,255 -28%
Swiss National Bank
44
Swiss National Bank
Switzerland
$1.27M +$27.4K +1,000 +2%
GC
45
Globeflex Capital
California
$1.25M – – –
Man Group
46
Man Group
United Kingdom
$1.24M +$274K +10,000 +33%
AQR Capital Management
47
AQR Capital Management
Connecticut
$1.23M – – –
Russell Investments Group
48
Russell Investments Group
United Kingdom
$1.2M +$53.9K +1,964 +5%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$1.18M -$412K -15,000 -28%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$1.15M -$156K -5,671 -13%
1
2
3 4 5

PGC Hedge Fund Activity: Q1 2021 in Review

109 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q1 2021, worth a combined $407M — up 35% from $301M a quarter earlier.

Fund positioning in PGC was balanced in Q1 2021: 6 funds opened new positions, 6 closed out, 31 added to existing stakes and 50 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $7.62M. The largest seller was Renaissance Technologies, cutting an estimated $2.13M.

  • 109 institutional investors held Peapack-Gladstone Financial (PGC) as of Q1 2021, down from 112 in Q4 2020.
  • Funds reported $407M of Peapack-Gladstone Financial stock for Q1 2021, up 35% quarter-over-quarter.
  • 6 funds opened new Peapack-Gladstone Financial positions in Q1 2021 and 6 closed out, a net change of 0 holders.
  • The largest Peapack-Gladstone Financial buyer in Q1 2021 was Wellington Management Group, an estimated $7.62M added.
  • The largest Peapack-Gladstone Financial seller in Q1 2021 was Renaissance Technologies, an estimated $2.13M sold.

Based on aggregated 13F filings for Q1 2021.