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Peapack-Gladstone Financial

108 hedge funds and large institutions have $412M invested in Peapack-Gladstone Financial in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $407M → $412M (+$4.79M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.12% less ownership

Funds ownership: 69.76%69.63% (-0.12%)

1% less funds holding

Funds holding: 109108 (-1)

12% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 42

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
108
Holders Change
-1
Holders Change %
-0.92%
% of All Funds
1.88%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
37
Reduced
42
Closed
7
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
EPCA
26
Elizabeth Park Capital Advisors
Ohio
$3.77M
Franklin Resources
27
Franklin Resources
California
$3.76M
Prudential Financial
28
Prudential Financial
New Jersey
$3.1M -$81.5K -2,528 -2%
BCM
29
BHZ Capital Management
California
$2.68M -$117K -3,621 -4%
JP Morgan Chase
30
JP Morgan Chase
New York
$2.67M -$1.52M -47,025 -35%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$2.57M -$383K -11,860 -13%
BCM
32
Bridgeway Capital Management
Texas
$2.48M +$223K +6,900 +9%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$2.39M -$225K -6,977 -8%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$2.07M +$471K +14,600 +28%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$1.91M +$88K +2,727 +5%
ERWM
36
Elk River Wealth Management
Colorado
$1.79M
CAM
37
Cacti Asset Management
Georgia
$1.79M
Federated Hermes
38
Federated Hermes
Pennsylvania
$1.78M +$75K +2,325 +4%
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$1.78M +$245K +7,600 +15%
GI
40
GAMCO Investors
Connecticut
$1.69M +$64.5K +2,000 +4%
AllianceBernstein
41
AllianceBernstein
Tennessee
$1.41M +$1.07M +33,067 +268%
Ameriprise
42
Ameriprise
Minnesota
$1.32M -$88.4K -2,742 -6%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.3M +$22.6K +700 +2%
GC
44
Globeflex Capital
California
$1.26M
AQR Capital Management
45
AQR Capital Management
Connecticut
$1.21M -$30.3K -938 -2%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$1.18M -$24.7K -766 -2%
American Century Companies
47
American Century Companies
Missouri
$1.17M +$297K +9,220 +32%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$1.16M +$10.7K +332 +0.9%
Citadel Advisors
49
Citadel Advisors
Florida
$980K -$1.12M -34,724 -52%
Invesco
50
Invesco
Georgia
$920K +$110K +3,418 +13%

PGC Hedge Fund Activity: Q2 2021 in Review

108 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q2 2021, worth a combined $412M — up 1.2% from $407M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PGC and 6 opened new positions — a net loss of 1 holder — while 42 trimmed existing stakes and 37 added.

The largest buyer was FJ Capital Management, adding an estimated $16.4M. The largest seller was BlackRock, cutting an estimated $4.42M.

  • 108 institutional investors held Peapack-Gladstone Financial (PGC) as of Q2 2021, down from 109 in Q1 2021.
  • Funds reported $412M of Peapack-Gladstone Financial stock for Q2 2021, up 1.2% quarter-over-quarter.
  • 6 funds opened new Peapack-Gladstone Financial positions in Q2 2021 and 7 closed out, a net change of -1 holder.
  • The largest Peapack-Gladstone Financial buyer in Q2 2021 was FJ Capital Management, an estimated $16.4M added.
  • The largest Peapack-Gladstone Financial seller in Q2 2021 was BlackRock, an estimated $4.42M sold.

Based on aggregated 13F filings for Q2 2021.