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Peapack-Gladstone Financial
PGC

106 hedge funds and large institutions have $378M invested in Peapack-Gladstone Financial in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

171% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 17

18% more funds holding

Funds holding: 90 → 106 (+16)

10% more capital invested

Capital invested by funds: $343M → $378M (+$35.2M)

2.72% more ownership

Funds ownership: 65.99% → 68.71% (+2.7%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
106
Holders Change
+16
Holders Change %
+17.78%
% of All Funds
2.64%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
21
Increased
46
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCA
Mendon Capital Advisors
Florida
+$7.05M
2
CRC
Curi RMB Capital
Illinois
+$7.02M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.28M
4
Millennium Management
Millennium Management
New York
+$3.85M
5
BCM
Basswood Capital Management
New York
+$3.47M

Top Sellers

Rank Fund Capital Flow
1
PFP
Patriot Financial Partners
Pennsylvania
-$17M
2
EC
EJF Capital
Virginia
-$15.3M
3
LSV Asset Management
LSV Asset Management
Illinois
-$1.53M
4
BFC
Banc Funds Company
Illinois
-$562K
5
Invesco
Invesco
Georgia
-$417K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
51
Sterling Capital Management
North Carolina
$867K +$850K +27,711 New
USAA
52
United Services Automobile Association
Texas
$857K +$841K +27,400 New
MCM
53
Matarin Capital Management
New York
$856K +$159K +5,167 +23%
Bessemer Group
54
Bessemer Group
New Jersey
$832K +$218K +7,100 +36%
Swiss National Bank
55
Swiss National Bank
Switzerland
$779K +$764K +24,900 New
SO
56
STRS Ohio
Ohio
$722K – – –
Two Sigma Advisers
57
Two Sigma Advisers
New York
$707K +$70.6K +2,300 +11%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$671K +$123 +4 +0%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$620K +$101K +3,299 +20%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$599K +$55.2K +1,800 +10%
AG
61
Algert Global
California
$563K – – –
AC
62
Addison Capital
Pennsylvania
$530K +$200K +6,514 +63%
OAM
63
Oxford Asset Management
United Kingdom
$527K +$517K +16,850 New
WI
64
WBI Investments
New Jersey
$525K +$515K +16,769 New
RG
65
Rikoon Group
New Mexico
$517K – – –
IA
66
IndexIQ Advisors
New York
$501K +$491K +16,000 New
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$433K +$33K +1,076 +8%
BPM
68
Bowling Portfolio Management
Ohio
$432K +$423K +13,796 New
Invesco
69
Invesco
Georgia
$405K -$417K -13,602 -51%
AllianceBernstein
70
AllianceBernstein
Tennessee
$382K +$374K +12,200 New
Fiera Capital (Canada)
71
Fiera Capital (Canada)
Quebec, Canada
$375K -$61.4K -2,000 -14%
BCM
72
Bridgeway Capital Management
Texas
$371K -$6.14K -200 -2%
Wells Fargo
73
Wells Fargo
California
$354K +$5.16K +168 +2%
AIG
74
American International Group
New York
$326K +$22.5K +734 +8%
MLICM
75
Metropolitan Life Insurance Company (MetLife)
New York
$321K +$15.3K +499 +5%
1 2
3
4 5

PGC Hedge Fund Activity: Q2 2017 in Review

106 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q2 2017, worth a combined $378M — up 10% from $343M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PGC positions and 5 closed out — a net gain of 16 holders — while 46 added to existing stakes and 17 trimmed.

The largest buyer was Mendon Capital Advisors, opening a new position worth an estimated $7.05M. The largest seller was Patriot Financial Partners, exiting entirely with an estimated $17M sold.

  • 106 institutional investors held Peapack-Gladstone Financial (PGC) as of Q2 2017, up from 90 in Q1 2017.
  • Funds reported $378M of Peapack-Gladstone Financial stock for Q2 2017, up 10% quarter-over-quarter.
  • 21 funds opened new Peapack-Gladstone Financial positions in Q2 2017 and 5 closed out, a net change of +16 holders.
  • The largest Peapack-Gladstone Financial buyer in Q2 2017 was Mendon Capital Advisors, an estimated $7.05M added.
  • The largest Peapack-Gladstone Financial seller in Q2 2017 was Patriot Financial Partners, an estimated $17M sold.

Based on aggregated 13F filings for Q2 2017.