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Peapack-Gladstone Financial
PGC

122 hedge funds and large institutions have $474M invested in Peapack-Gladstone Financial in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 52 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 38

5% more capital invested

Capital invested by funds: $453M → $474M (+$21M)

0.84% more ownership

Funds ownership: 71.59% → 72.43% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3% less funds holding

Funds holding: 126 → 122 (-4)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.63M

Holders
122
Holders Change
-4
Holders Change %
-3.17%
% of All Funds
2.79%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
7
Increased
52
Reduced
38
Closed
9
Calls
–
Puts
$1.63M
Net Calls
-$1.63M
Net Calls Change
-$1.63M

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.24M
2
BlackRock
BlackRock
New York
+$3.37M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$2.56M
4
Boston Partners
Boston Partners
Massachusetts
+$2.12M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.97M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$6.98M
2
BFC
Banc Funds Company
Illinois
-$3.88M
3
AL
AJO LP
Pennsylvania
-$2.2M
4
RA
Royce & Associates
New York
-$1.6M
5
MAM
Martingale Asset Management
Massachusetts
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
51
Two Sigma Advisers
New York
$1.43M +$266K +7,800 +23%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$1.37M -$62.2K -1,826 -4%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$1.34M +$368K +10,811 +39%
BCM
54
Bridgeway Capital Management
Texas
$1.27M – – –
TA
55
Teachers Advisors
New York
$1.24M +$157K +4,597 +15%
WI
56
WBI Investments
New Jersey
$1.22M +$1.2M +35,275 New
SCM
57
Sterling Capital Management
North Carolina
$1.17M -$920 -27 -0.1%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$1.16M – – –
AG
59
Algert Global
California
$1.16M +$278K +8,145 +32%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$1.1M +$329K +9,656 +44%
KA
61
Kaizen Advisory
Illinois
$1.08M +$800K +23,479 +298%
Jacobs Levy Equity Management
62
Jacobs Levy Equity Management
New Jersey
$1.05M +$38.2K +1,120 +4%
Swiss National Bank
63
Swiss National Bank
Switzerland
$1.03M +$109K +3,200 +12%
Ameriprise
64
Ameriprise
Minnesota
$1M -$57.4K -1,684 -5%
BPM
65
Bowling Portfolio Management
Ohio
$976K -$1.16K -34 -0.1%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$970K +$32.9K +965 +4%
JP Morgan Chase
67
JP Morgan Chase
New York
$970K +$398K +11,669 +71%
Wells Fargo
68
Wells Fargo
California
$950K +$17.8K +521 +2%
PPA
69
Parametric Portfolio Associates
Washington
$879K +$409K +12,019 +90%
Bessemer Group
70
Bessemer Group
New Jersey
$858K -$116K -3,400 -12%
SO
71
STRS Ohio
Ohio
$826K +$64.7K +1,900 +9%
CIC
72
Cornercap Investment Counsel
Georgia
$742K – – –
T. Rowe Price Associates
73
T. Rowe Price Associates
Maryland
$688K +$681 +20 +0.1%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$623K +$48.9K +1,435 +9%
OAM
75
Oxford Asset Management
United Kingdom
$597K -$924K -27,128 -61%
1 2
3
4 5

PGC Hedge Fund Activity: Q2 2018 in Review

122 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q2 2018, worth a combined $474M — up 4.6% from $453M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PGC and 7 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 52 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $4.24M. The largest seller was Millennium Management, cutting an estimated $6.98M.

  • 122 institutional investors held Peapack-Gladstone Financial (PGC) as of Q2 2018, down from 126 in Q1 2018.
  • Funds reported $474M of Peapack-Gladstone Financial stock for Q2 2018, up 4.6% quarter-over-quarter.
  • 7 funds opened new Peapack-Gladstone Financial positions in Q2 2018 and 9 closed out, a net change of -2 holders.
  • The largest Peapack-Gladstone Financial buyer in Q2 2018 was Dimensional Fund Advisors, an estimated $4.24M added.
  • The largest Peapack-Gladstone Financial seller in Q2 2018 was Millennium Management, an estimated $6.98M sold.

Based on aggregated 13F filings for Q2 2018.