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Peapack-Gladstone Financial
PGC

Overview Fund Activity

117 hedge funds and large institutions have $316M invested in Peapack-Gladstone Financial in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
-4
Holders Change %
-3.31%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
12
Increased
45
Reduced
40
Closed
14
Calls
$32K
Puts
$15K
Net Calls
+$17K
Net Calls Change
+$17K

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$5.87M
2
Franklin Resources
2
Franklin Resources
California
$4.16M
3
American Century Companies
3
American Century Companies
Missouri
$5.82M
4
Invesco
4
Invesco
Georgia
$1.54M
5
State Street
5
State Street
Massachusetts
$12.1M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$0
2
PAM
2
Panagora Asset Management
Massachusetts
$0
3
BlackRock
3
BlackRock
New York
$35.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.48M
5
KCM
5
Kennedy Capital Management
Missouri
$6.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
51
Barclays
United Kingdom
$668K -$162K -6,689 -20%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$658K +$18.2K +748 +3%
UBS Group
53
UBS Group
Switzerland
$529K -$6.01K -247 -1%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$520K -$2.87K -118 -0.5%
Tudor Investment Corp
55
Tudor Investment Corp
Connecticut
$491K -$299K -12,300 -38%
SO
56
STRS Ohio
Ohio
$489K -$31.6K -1,300 -6%
Rafferty Asset Management
57
Rafferty Asset Management
New York
$481K +$126K +5,182 +35%
Citigroup
58
Citigroup
New York
$480K +$182K +7,465 +61%
Los Angeles Capital Management
59
Los Angeles Capital Management
California
$444K – – –
Russell Investments Group
60
Russell Investments Group
United Kingdom
$443K -$687K -28,234 -61%
ERWM
61
Elk River Wealth Management
Colorado
$429K -$15.8K -650 -4%
Millennium Management
62
Millennium Management
New York
$427K +$93.9K +3,860 +28%
CS
63
Credit Suisse
Switzerland
$420K – – –
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$392K -$24.9K -1,025 -6%
Corient Private Wealth
65
Corient Private Wealth
Florida
$388K +$7.4K +304 +2%
NYLIM
66
New York Life Investment Management
New York
$376K +$89.7K +3,687 +31%
EGM
67
Engineers Gate Manager
New York
$347K +$33.3K +1,370 +11%
Legal & General Group
68
Legal & General Group
United Kingdom
$339K – – –
HF
69
HRT Financial
New York
$338K +$338K +13,918 New
Citadel Advisors
70
Citadel Advisors
Florida
$328K +$328K +13,478 New
Public Employees Retirement Association of Colorado
71
Public Employees Retirement Association of Colorado
Colorado
$295K – – –
Creative Planning
72
Creative Planning
Kansas
$282K +$87.2K +3,585 +45%
T. Rowe Price Associates
73
T. Rowe Price Associates
Maryland
$278K +$15.3K +628 +6%
TCA
74
Transcend Capital Advisors
New Jersey
$276K – – –
MFG
75
Merit Financial Group
Georgia
$261K +$261K +11,177 New
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3
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