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Peapack-Gladstone Financial

138 hedge funds and large institutions have $434M invested in Peapack-Gladstone Financial in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

175% more call options, than puts

Call options by funds: $11K | Put options by funds: $4K

10% more funds holding

Funds holding: 126138 (+12)

0.4% more ownership

Funds ownership: 72.06%72.46% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $442M → $434M (-$7.18M)

2% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 47

Holders
138
Holders Change
+12
Holders Change %
+9.52%
% of All Funds
2.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
46
Reduced
47
Closed
7
Calls
$11K
Puts
$4K
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$1.29M -$7.71K -202 -0.6%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$1.26M +$25.9K +678 +2%
Acadian Asset Management
53
Acadian Asset Management
Massachusetts
$1.22M -$1.31M -34,245 -51%
OC
54
Oppenheimer & Co
New York
$1.11M +$1.14M +29,775 New
Russell Investments Group
55
Russell Investments Group
United Kingdom
$1.06M +$23.7K +620 +2%
JCP
56
Jennifer C. Price
$1.04M -$4.49M -117,771 -81%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$994K -$916 -24 -0.1%
GIM
58
Greenwich Investment Management
Connecticut
$910K +$933K +24,450 New
CC
59
Cannell & Co
New York
$891K +$5.72K +150 +0.6%
VOYA Investment Management
60
VOYA Investment Management
Georgia
$885K -$878 -23 -0.1%
SGI
61
Summit Global Investments
Utah
$835K +$225K +5,900 +36%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$819K +$1.79K +47 +0.2%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$784K -$1.15K -30 -0.1%
QC
64
Quadrature Capital
United Kingdom
$753K +$772K +20,221 New
Bank of America
65
Bank of America
North Carolina
$714K +$323K +8,451 +79%
ERWM
66
Elk River Wealth Management
Colorado
$692K -$15.3K -400 -2%
CAM
67
ClariVest Asset Management
California
$681K -$15.3K -400 -2%
BCM
68
BHZ Capital Management
California
$677K -$1.47M -38,425 -68%
Los Angeles Capital Management
69
Los Angeles Capital Management
California
$670K +$5.34K +140 +0.8%
SO
70
STRS Ohio
Ohio
$636K -$99.2K -2,600 -13%
NYLIM
71
New York Life Investment Management
New York
$608K +$66.8K +1,751 +12%
Truist Financial
72
Truist Financial
North Carolina
$598K +$613K +16,057 New
CIC
73
Cornercap Investment Counsel
Georgia
$577K
BGIM
74
Brandywine Global Investment Management
Pennsylvania
$570K -$16.8K -440 -3%
CS
75
Credit Suisse
Switzerland
$561K +$114K +2,986 +25%

PGC Hedge Fund Activity: Q4 2022 in Review

138 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q4 2022, worth a combined $434M — down 1.6% from $442M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PGC positions and 7 closed out — a net gain of 13 holders — while 46 added to existing stakes and 47 trimmed.

The largest buyer was Boston Partners, adding an estimated $21.2M. The largest seller was FJ Capital Management, exiting entirely with an estimated $21.9M sold.

  • 138 institutional investors held Peapack-Gladstone Financial (PGC) as of Q4 2022, up from 126 in Q3 2022.
  • Funds reported $434M of Peapack-Gladstone Financial stock for Q4 2022, down 1.6% quarter-over-quarter.
  • 20 funds opened new Peapack-Gladstone Financial positions in Q4 2022 and 7 closed out, a net change of +13 holders.
  • The largest Peapack-Gladstone Financial buyer in Q4 2022 was Boston Partners, an estimated $21.2M added.
  • The largest Peapack-Gladstone Financial seller in Q4 2022 was FJ Capital Management, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2022.