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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
AC
76
Addison Capital
Pennsylvania
$585K – – –
Invesco
77
Invesco
Georgia
$556K +$1.64K +48 +0.3%
Balyasny Asset Management
78
Balyasny Asset Management
Illinois
$519K -$51.1K -1,500 -9%
B
79
Bailard
California
$515K -$78.4K -2,300 -13%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$502K +$31.4K +923 +7%
GC
81
Globeflex Capital
California
$491K +$51.1K +1,500 +12%
PAM
82
Panagora Asset Management
Massachusetts
$482K +$161K +4,740 +51%
AA
83
ALPS Advisors
Colorado
$456K -$21.1K -620 -4%
KBC Group
84
KBC Group
Belgium
$448K -$60.5K -1,775 -12%
CS
85
Credit Suisse
Switzerland
$445K -$5.86K -172 -1%
AllianceBernstein
86
AllianceBernstein
Tennessee
$439K +$27.3K +800 +7%
AIG
87
American International Group
New York
$413K +$19.5K +572 +5%
BCM
88
BHZ Capital Management
California
$411K +$405K +11,874 New
RG
89
Rikoon Group
New Mexico
$390K -$34.1K -1,000 -8%
VRS
90
Virginia Retirement Systems
Virginia
$356K +$351K +10,300 New
AWCI
91
Alpine Woods Capital Investors
New York
$339K +$44.3K +1,300 +15%
Bank of America
92
Bank of America
North Carolina
$324K -$104K -3,044 -25%
SRAM
93
Stone Ridge Asset Management
New York
$301K -$78.4K -2,301 -21%
EGM
94
Engineers Gate Manager
New York
$293K +$289K +8,469 New
MIM
95
MetLife Investment Management
New Jersey
$287K – – –
CC
96
Cannell & Co
New York
$283K – – –
Citigroup
97
Citigroup
New York
$281K -$76.4K -2,241 -22%
Fiera Capital (Canada)
98
Fiera Capital (Canada)
Quebec, Canada
$277K – – –
BGIM
99
Brandywine Global Investment Management
Pennsylvania
$262K +$107K +3,150 +72%
Creative Planning
100
Creative Planning
Kansas
$254K – – –
2 3
4
5 6

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.