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Peapack-Gladstone Financial
PGC

114 hedge funds and large institutions have $243M invested in Peapack-Gladstone Financial in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

22% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 37

7% more capital invested

Capital invested by funds: $226M → $243M (+$16.6M)

1.76% more ownership

Funds ownership: 67.19% → 68.94% (+1.8%)

0% more funds holding

Funds holding: 114 → 114 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

Holders
114
Holders Change
–
Holders Change %
0%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
12
Increased
45
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EM
Endicott Management
New York
+$8.85M
2
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$1.93M
3
Franklin Resources
Franklin Resources
California
+$1.26M
4
Northern Trust
Northern Trust
Illinois
+$1.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$751K

Top Sellers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
-$2.29M
2
GKIM
GW&K Investment Management
Massachusetts
-$2.19M
3
PGFC
Peapack-Gladstone Financial Corp
New Jersey
-$1.93M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.13M
5
BlackRock
BlackRock
New York
-$997K
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
76
American Century Companies
Missouri
$254K +$240K +13,551 New
UBS Group
77
UBS Group
Switzerland
$241K -$46.2K -2,611 -17%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$233K +$220K +12,414 New
AC
79
Addison Capital
Pennsylvania
$225K – – –
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$218K -$5.99K -338 -3%
MAM
81
Martingale Asset Management
Massachusetts
$216K -$85.3K -4,815 -30%
VRS
82
Virginia Retirement Systems
Virginia
$210K -$1.77K -100 -0.9%
AIG
83
American International Group
New York
$210K +$3.95K +223 +2%
SFM
84
Systematic Financial Management
New Jersey
$199K +$63.5K +3,585 +51%
Barclays
85
Barclays
United Kingdom
$190K +$71.2K +4,018 +65%
IA
86
IndexIQ Advisors
New York
$185K -$17.6K -992 -9%
Ohio Public Employees Retirement System (OPERS)
87
Ohio Public Employees Retirement System (OPERS)
Ohio
$162K – – –
MIM
88
MetLife Investment Management
New Jersey
$156K – – –
BGIM
89
Brandywine Global Investment Management
Pennsylvania
$145K +$15.6K +881 +13%
Citigroup
90
Citigroup
New York
$130K -$7.08K -400 -5%
SG Americas Securities
91
SG Americas Securities
New York
$118K +$112K +6,299 New
MLICM
92
Metropolitan Life Insurance Company (MetLife)
New York
$105K – – –
KBC Group
93
KBC Group
Belgium
$76K +$35.5K +2,004 +100%
PAG
94
Private Advisor Group
New Jersey
$55K +$51.7K +2,919 New
Legal & General Group
95
Legal & General Group
United Kingdom
$52K +$3.63K +205 +8%
TRCT
96
Tower Research Capital (TRC)
New York
$42K +$39.5K +2,231 New
Zurich Cantonal Bank
97
Zurich Cantonal Bank
Switzerland
$37K – – –
Lazard Asset Management
98
Lazard Asset Management
New York
$34K – – –
AIP
99
Ameritas Investment Partners
Nebraska
$31K – – –
MDCM
100
Morgan Dempsey Capital Management
Wisconsin
$31K – – –
1 2 3
4
5

PGC Hedge Fund Activity: Q2 2020 in Review

114 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q2 2020, worth a combined $243M — up 7.3% from $226M a quarter earlier.

Fund positioning in PGC was balanced in Q2 2020: 12 funds opened new positions, 12 closed out, 45 added to existing stakes and 37 trimmed.

The largest buyer was Endicott Management, opening a new position worth an estimated $8.85M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $2.29M sold.

  • 114 institutional investors held Peapack-Gladstone Financial (PGC) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $243M of Peapack-Gladstone Financial stock for Q2 2020, up 7.3% quarter-over-quarter.
  • 12 funds opened new Peapack-Gladstone Financial positions in Q2 2020 and 12 closed out, a net change of 0 holders.
  • The largest Peapack-Gladstone Financial buyer in Q2 2020 was Endicott Management, an estimated $8.85M added.
  • The largest Peapack-Gladstone Financial seller in Q2 2020 was Basswood Capital Management, an estimated $2.29M sold.

Based on aggregated 13F filings for Q2 2020.