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Peapack-Gladstone Financial
PGC

105 hedge funds and large institutions have $440M invested in Peapack-Gladstone Financial in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 31 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $412M → $440M (+$27.8M)

0.37% more ownership

Funds ownership: 69.63% → 70% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3% less funds holding

Funds holding: 108 → 105 (-3)

24% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 41

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
105
Holders Change
-3
Holders Change %
-2.78%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
5
Increased
31
Reduced
41
Closed
7
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
+$11.9M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.54M
3
Goldman Sachs
Goldman Sachs
New York
+$1.17M
4
GI
GAMCO Investors
Connecticut
+$409K
5
SG Americas Securities
SG Americas Securities
New York
+$383K

Top Sellers

Rank Fund Capital Flow
1
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
-$6.42M
2
BFC
Banc Funds Company
Illinois
-$4M
3
ERWM
Elk River Wealth Management
Colorado
-$1.25M
4
Man Group
Man Group
United Kingdom
-$864K
5
PGFC
Peapack-Gladstone Financial Corp
New Jersey
-$851K
Name Holding Trade Value Shares
Change 		Change in
Stake
EPCA
26
Elizabeth Park Capital Advisors
Ohio
$4.05M – – –
Franklin Resources
27
Franklin Resources
California
$4.04M -$2.86K -89 -0.1%
Prudential Financial
28
Prudential Financial
New Jersey
$3.17M -$163K -5,050 -5%
BCM
29
BHZ Capital Management
California
$2.77M -$106K -3,281 -4%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$2.7M +$123K +3,823 +5%
BCM
31
Bridgeway Capital Management
Texas
$2.66M – – –
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$2.56M -$192K -5,964 -7%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$2.42M +$190K +5,898 +9%
JP Morgan Chase
34
JP Morgan Chase
New York
$2.37M -$484K -15,040 -17%
GI
35
GAMCO Investors
Connecticut
$2.24M +$409K +12,700 +23%
Federated Hermes
36
Federated Hermes
Pennsylvania
$2.14M +$216K +6,710 +12%
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$2.07M +$158K +4,898 +9%
Jacobs Levy Equity Management
38
Jacobs Levy Equity Management
New Jersey
$2.03M -$19.2K -596 -1%
CAM
39
Cacti Asset Management
Georgia
$1.83M – – –
Goldman Sachs
40
Goldman Sachs
New York
$1.72M +$1.17M +36,403 +242%
American Century Companies
41
American Century Companies
Missouri
$1.45M +$185K +5,735 +15%
Ameriprise
42
Ameriprise
Minnesota
$1.43M +$9.3K +289 +0.7%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.39M – – –
GC
44
Globeflex Capital
California
$1.35M – – –
AQR Capital Management
45
AQR Capital Management
Connecticut
$1.28M -$15.1K -470 -1%
AllianceBernstein
46
AllianceBernstein
Tennessee
$1.25M -$257K -8,000 -18%
MAM
47
Martingale Asset Management
Massachusetts
$1.07M +$270K +8,400 +35%
Invesco
48
Invesco
Georgia
$1.07M +$77.6K +2,410 +8%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$998K -$260K -8,088 -21%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$959K -$274K -8,500 -23%
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3 4 5

PGC Hedge Fund Activity: Q3 2021 in Review

105 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q3 2021, worth a combined $440M — up 6.7% from $412M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PGC and 5 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 31 added.

The largest buyer was Basswood Capital Management, opening a new position worth an estimated $11.9M. The largest seller was Mesirow Financial Investment Management - Fixed Income, exiting entirely with an estimated $6.42M sold.

  • 105 institutional investors held Peapack-Gladstone Financial (PGC) as of Q3 2021, down from 108 in Q2 2021.
  • Funds reported $440M of Peapack-Gladstone Financial stock for Q3 2021, up 6.7% quarter-over-quarter.
  • 5 funds opened new Peapack-Gladstone Financial positions in Q3 2021 and 7 closed out, a net change of -2 holders.
  • The largest Peapack-Gladstone Financial buyer in Q3 2021 was Basswood Capital Management, an estimated $11.9M added.
  • The largest Peapack-Gladstone Financial seller in Q3 2021 was Mesirow Financial Investment Management - Fixed Income, an estimated $6.42M sold.

Based on aggregated 13F filings for Q3 2021.