We are live on ! Find out more
PGC icon

Peapack-Gladstone Financial

114 hedge funds and large institutions have $226M invested in Peapack-Gladstone Financial in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.29% less ownership

Funds ownership: 70.48%67.19% (-3.3%)

6% less funds holding

Funds holding: 121114 (-7)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

45% less capital invested

Capital invested by funds: $415M → $226M (-$189M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8.97M

Holders
114
Holders Change
-7
Holders Change %
-5.79%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
47
Reduced
37
Closed
16
Calls
Puts
$8.97M
Net Calls
-$8.97M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$652K +$161K +6,065 +20%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$576K +$3.68K +139 +0.4%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$571K +$55.4K +2,092 +7%
Swiss National Bank
54
Swiss National Bank
Switzerland
$567K
Goldman Sachs
55
Goldman Sachs
New York
$540K -$331K -12,497 -29%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$514K +$8.73K +330 +1%
Bank of America
57
Bank of America
North Carolina
$510K +$276K +10,441 +58%
Morgan Stanley
58
Morgan Stanley
New York
$486K -$1.34M -50,544 -65%
SO
59
STRS Ohio
Ohio
$484K +$130K +4,900 +22%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$440K +$216K +8,150 +49%
EGM
61
Engineers Gate Manager
New York
$430K +$130K +4,903 +26%
Invesco
62
Invesco
Georgia
$417K +$13.3K +503 +2%
GCP
63
GSA Capital Partners
United Kingdom
$376K +$32.9K +1,244 +6%
Deutsche Bank
64
Deutsche Bank
Germany
$372K -$78.5K -2,966 -13%
TCA
65
Transcend Capital Advisors
New Jersey
$348K
GI
66
GAMCO Investors
Connecticut
$343K +$74.1K +2,800 +17%
Arrowstreet Capital
67
Arrowstreet Capital
Massachusetts
$310K +$457K +17,261 New
AllianceBernstein
68
AllianceBernstein
Tennessee
$309K +$97.9K +3,700 +27%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$294K
MAM
70
Martingale Asset Management
Massachusetts
$293K +$432K +16,315 New
Los Angeles Capital Management
71
Los Angeles Capital Management
California
$287K +$423K +15,979 New
CS
72
Credit Suisse
Switzerland
$285K -$23.6K -893 -5%
UBS Group
73
UBS Group
Switzerland
$278K -$189K -7,132 -32%
SEI Investments
74
SEI Investments
Pennsylvania
$266K
Neuberger Berman Group
75
Neuberger Berman Group
New York
$266K +$392K +14,800 New

PGC Hedge Fund Activity: Q1 2020 in Review

114 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q1 2020, worth a combined $226M — down 45% from $415M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of PGC and 12 opened new positions — a net loss of 4 holders — while 37 trimmed existing stakes and 47 added.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $3.94M. The largest seller was Boston Partners, exiting entirely with an estimated $17M sold.

  • 114 institutional investors held Peapack-Gladstone Financial (PGC) as of Q1 2020, down from 121 in Q4 2019.
  • Funds reported $226M of Peapack-Gladstone Financial stock for Q1 2020, down 45% quarter-over-quarter.
  • 12 funds opened new Peapack-Gladstone Financial positions in Q1 2020 and 16 closed out, a net change of -4 holders.
  • The largest Peapack-Gladstone Financial buyer in Q1 2020 was Fuller & Thaler Asset Management, an estimated $3.94M added.
  • The largest Peapack-Gladstone Financial seller in Q1 2020 was Boston Partners, an estimated $17M sold.

Based on aggregated 13F filings for Q1 2020.