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Peapack-Gladstone Financial
PGC

117 hedge funds and large institutions have $365M invested in Peapack-Gladstone Financial in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

4% more capital invested

Capital invested by funds: $351M → $365M (+$14M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.53% less ownership

Funds ownership: 72.46% → 71.93% (-0.53%)

4% less funds holding

Funds holding: 122 → 117 (-5)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
117
Holders Change
-5
Holders Change %
-4.1%
% of All Funds
2.53%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
12
Increased
42
Reduced
33
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Brown Advisory
Brown Advisory
Maryland
+$6.4M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$3.12M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$2.11M
4
LBS
Lawrence B. Seidman
+$2.09M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.78M

Top Sellers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
-$9.64M
2
CRC
Curi RMB Capital
Illinois
-$2.17M
3
CAM
ClariVest Asset Management
California
-$2.09M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$1.82M
5
USAA
United Services Automobile Association
Texas
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$292K +$12.2K +445 +4%
GI
77
GAMCO Investors
Connecticut
$270K +$283K +10,300 New
Citigroup
78
Citigroup
New York
$243K -$9.8K -357 -4%
RG
79
Rikoon Group
New Mexico
$243K – – –
EGPO
80
EnTrust Global Partners Offshore
New York
$234K -$151K -5,500 -38%
GCP
81
GSA Capital Partners
United Kingdom
$228K +$239K +8,702 New
MIM
82
MetLife Investment Management
New Jersey
$218K – – –
EGM
83
Engineers Gate Manager
New York
$216K -$133K -4,849 -37%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$216K -$3.24K -118 -1%
CC
85
Cannell & Co
New York
$214K – – –
BGIM
86
Brandywine Global Investment Management
Pennsylvania
$211K – – –
TA
87
Teton Advisors
New York
$210K +$220K +8,000 New
VOYA Investment Management
88
VOYA Investment Management
Georgia
$204K +$214K +7,783 New
BGDI
89
BW Gestao de Investimentos
Brazil
$201K +$210K +7,649 New
Barclays
90
Barclays
United Kingdom
$186K +$180K +6,550 +1,231%
MLICM
91
Metropolitan Life Insurance Company (MetLife)
New York
$147K – – –
Ohio Public Employees Retirement System (OPERS)
92
Ohio Public Employees Retirement System (OPERS)
Ohio
$145K +$152K +5,520 New
PWMG
93
Prestige Wealth Management Group
New Jersey
$136K – – –
PAM
94
Panagora Asset Management
Massachusetts
$134K – – –
SG Americas Securities
95
SG Americas Securities
New York
$120K +$126K +4,591 New
JP Morgan Chase
96
JP Morgan Chase
New York
$119K -$3.62K -132 -3%
KBC Group
97
KBC Group
Belgium
$111K – – –
UBS Group
98
UBS Group
Switzerland
$106K -$160K -5,832 -59%
Bessemer Group
99
Bessemer Group
New Jersey
$105K -$321K -11,700 -75%
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$103K +$108K +3,936 +78,720%
2 3
4
5 6

PGC Hedge Fund Activity: Q1 2019 in Review

117 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q1 2019, worth a combined $365M — up 4% from $351M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of PGC and 12 opened new positions — a net loss of 5 holders — while 33 trimmed existing stakes and 42 added.

The largest buyer was Brown Advisory, adding an estimated $6.4M. The largest seller was Basswood Capital Management, cutting an estimated $9.64M.

  • 117 institutional investors held Peapack-Gladstone Financial (PGC) as of Q1 2019, down from 122 in Q4 2018.
  • Funds reported $365M of Peapack-Gladstone Financial stock for Q1 2019, up 4% quarter-over-quarter.
  • 12 funds opened new Peapack-Gladstone Financial positions in Q1 2019 and 17 closed out, a net change of -5 holders.
  • The largest Peapack-Gladstone Financial buyer in Q1 2019 was Brown Advisory, an estimated $6.4M added.
  • The largest Peapack-Gladstone Financial seller in Q1 2019 was Basswood Capital Management, an estimated $9.64M sold.

Based on aggregated 13F filings for Q1 2019.