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Peapack-Gladstone Financial
PGC

130 hedge funds and large institutions have $383M invested in Peapack-Gladstone Financial in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 36

0.06% more ownership

Funds ownership: 72.46% → 72.53% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

6% less funds holding

Funds holding: 138 → 130 (-8)

12% less capital invested

Capital invested by funds: $434M → $383M (-$51.8M)

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
130
Holders Change
-8
Holders Change %
-5.8%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
56
Reduced
36
Closed
19
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$13K

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$2.23M
2
Charles Schwab
Charles Schwab
California
+$2.05M
3
JP Morgan Chase
JP Morgan Chase
New York
+$1.69M
4
Millennium Management
Millennium Management
New York
+$1.55M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
+$1M

Top Sellers

Rank Fund Capital Flow
1
SCP
Siena Capital Partners
Illinois
-$4.51M
2
BlackRock
BlackRock
New York
-$3.02M
3
EAM
Eagle Asset Management
Florida
-$2.31M
4
OC
Oppenheimer & Co
New York
-$1.11M
5
JCP
Jennifer C. Price
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$2.86M -$252K -7,115 -7%
Millennium Management
27
Millennium Management
New York
$2.83M +$1.55M +43,687 +84%
BCM
28
Bridgeway Capital Management
Texas
$2.63M +$319K +9,004 +11%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$2.43M -$59K -1,666 -2%
Ameriprise
30
Ameriprise
Minnesota
$2.21M +$334K +9,427 +14%
Goldman Sachs
31
Goldman Sachs
New York
$2.03M +$370K +10,432 +18%
Prudential Financial
32
Prudential Financial
New Jersey
$2.01M -$135K -3,810 -5%
AQR Capital Management
33
AQR Capital Management
Connecticut
$1.97M +$964K +27,224 +69%
Federated Hermes
34
Federated Hermes
Pennsylvania
$1.91M +$8.39K +237 +0.4%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$1.77M -$400K -11,300 -16%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$1.73M -$45.6K -1,286 -2%
Two Sigma Investments
37
Two Sigma Investments
New York
$1.65M -$349K -9,853 -15%
CAM
38
Cacti Asset Management
Georgia
$1.63M – – –
EC
39
EJF Capital
Virginia
$1.6M -$753K -21,263 -28%
First Trust Advisors
40
First Trust Advisors
Illinois
$1.52M -$95.3K -2,691 -5%
GI
41
GAMCO Investors
Connecticut
$1.39M -$962K -27,165 -37%
State of New Jersey Common Pension Fund D
42
State of New Jersey Common Pension Fund D
New Jersey
$1.31M -$449K -12,688 -22%
BGIM
43
Brandywine Global Investment Management
Pennsylvania
$1.29M +$1M +28,332 +185%
AllianceBernstein
44
AllianceBernstein
Tennessee
$1.25M -$207K -5,835 -12%
GC
45
Globeflex Capital
California
$1.2M – – –
Morgan Stanley
46
Morgan Stanley
New York
$1.15M -$81.4K -2,298 -6%
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.03M -$166K -4,700 -12%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$1.03M +$2.9K +82 +0.2%
MAM
49
Martingale Asset Management
Massachusetts
$1.01M -$514K -14,502 -30%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$978K -$28K -791 -2%
1
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PGC Hedge Fund Activity: Q1 2023 in Review

130 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q1 2023, worth a combined $383M — down 12% from $434M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of PGC and 11 opened new positions — a net loss of 8 holders — while 36 trimmed existing stakes and 56 added.

The largest buyer was Boston Partners, adding an estimated $2.23M. The largest seller was Siena Capital Partners, exiting entirely with an estimated $4.51M sold.

  • 130 institutional investors held Peapack-Gladstone Financial (PGC) as of Q1 2023, down from 138 in Q4 2022.
  • Funds reported $383M of Peapack-Gladstone Financial stock for Q1 2023, down 12% quarter-over-quarter.
  • 11 funds opened new Peapack-Gladstone Financial positions in Q1 2023 and 19 closed out, a net change of -8 holders.
  • The largest Peapack-Gladstone Financial buyer in Q1 2023 was Boston Partners, an estimated $2.23M added.
  • The largest Peapack-Gladstone Financial seller in Q1 2023 was Siena Capital Partners, an estimated $4.51M sold.

Based on aggregated 13F filings for Q1 2023.