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Peapack-Gladstone Financial
PGC

122 hedge funds and large institutions have $356M invested in Peapack-Gladstone Financial in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

21% more capital invested

Capital invested by funds: $295M → $356M (+$60.9M)

8% more funds holding

Funds holding: 113 → 122 (+9)

0.15% more ownership

Funds ownership: 73.36% → 73.51% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

31% less call options, than puts

Call options by funds: $36K | Put options by funds: $52K

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
39
Reduced
41
Closed
9
Calls
$36K
Puts
$52K
Net Calls
-$16K
Net Calls Change
+$99K

Top Buyers

Rank Fund Capital Flow
1
SAM
Synergy Asset Management
Washington
+$8.49M
2
BlackRock
BlackRock
New York
+$1.49M
3
Millennium Management
Millennium Management
New York
+$1.2M
4
SIM
SummerHaven Investment Management
Connecticut
+$924K
5
Victory Capital Management
Victory Capital Management
Texas
+$918K

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$4.41M
2
Boston Partners
Boston Partners
Massachusetts
-$2.67M
3
BFC
Banc Funds Company
Illinois
-$1.91M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$1.08M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$902K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$2.45M -$346K -13,174 -13%
Acadian Asset Management
27
Acadian Asset Management
Massachusetts
$2.29M +$519K +19,785 +31%
Two Sigma Investments
28
Two Sigma Investments
New York
$2.21M -$411K -15,665 -16%
EPCA
29
Elizabeth Park Capital Advisors
Ohio
$2.11M -$262K -10,000 -11%
Morgan Stanley
30
Morgan Stanley
New York
$2.09M -$838K -31,960 -30%
State of New Jersey Common Pension Fund D
31
State of New Jersey Common Pension Fund D
New Jersey
$1.98M -$458K -17,457 -19%
AllianceBernstein
32
AllianceBernstein
Tennessee
$1.9M – – –
Ameriprise
33
Ameriprise
Minnesota
$1.89M -$8.92K -340 -0.5%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$1.71M -$62.9K -2,400 -4%
GI
35
GAMCO Investors
Connecticut
$1.56M -$348K -13,250 -19%
AQR Capital Management
36
AQR Capital Management
Connecticut
$1.51M -$1.08M -40,993 -43%
CAM
37
Cacti Asset Management
Georgia
$1.48M – – –
Neuberger Berman Group
38
Neuberger Berman Group
New York
$1.44M -$372K -14,188 -21%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$1.34M -$656 -25 -0.1%
EF
40
Empowered Funds
Pennsylvania
$1.34M +$63.3K +2,412 +5%
Federated Hermes
41
Federated Hermes
Pennsylvania
$1.29M +$4.83K +184 +0.4%
Millennium Management
42
Millennium Management
New York
$1.25M +$1.2M +45,630 New
Citadel Advisors
43
Citadel Advisors
Florida
$1.19M +$135K +5,162 +13%
Invesco
44
Invesco
Georgia
$1.16M -$782K -29,820 -41%
SIM
45
SummerHaven Investment Management
Connecticut
$966K +$924K +35,246 New
Victory Capital Management
46
Victory Capital Management
Texas
$959K +$918K +35,000 New
N
47
Nuveen
North Carolina
$949K – – –
TI
48
Trexquant Investment
Connecticut
$923K -$606K -23,107 -41%
Barclays
49
Barclays
United Kingdom
$923K +$363K +13,846 +70%
Jacobs Levy Equity Management
50
Jacobs Levy Equity Management
New Jersey
$853K – – –
1
2
3 4 5

PGC Hedge Fund Activity: Q3 2024 in Review

122 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q3 2024, worth a combined $356M — up 21% from $295M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PGC positions and 9 closed out — a net gain of 9 holders — while 39 added to existing stakes and 41 trimmed.

The largest buyer was Synergy Asset Management, opening a new position worth an estimated $8.49M. The largest seller was Kennedy Capital Management, cutting an estimated $4.41M.

  • 122 institutional investors held Peapack-Gladstone Financial (PGC) as of Q3 2024, up from 113 in Q2 2024.
  • Funds reported $356M of Peapack-Gladstone Financial stock for Q3 2024, up 21% quarter-over-quarter.
  • 18 funds opened new Peapack-Gladstone Financial positions in Q3 2024 and 9 closed out, a net change of +9 holders.
  • The largest Peapack-Gladstone Financial buyer in Q3 2024 was Synergy Asset Management, an estimated $8.49M added.
  • The largest Peapack-Gladstone Financial seller in Q3 2024 was Kennedy Capital Management, an estimated $4.41M sold.

Based on aggregated 13F filings for Q3 2024.