We are live on ! Find out more
PGC icon

Peapack-Gladstone Financial
PGC

108 hedge funds and large institutions have $192M invested in Peapack-Gladstone Financial in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.78% less ownership

Funds ownership: 68.94% → 67.16% (-1.8%)

5% less funds holding

Funds holding: 114 → 108 (-6)

21% less capital invested

Capital invested by funds: $243M → $192M (-$51.1M)

30% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 46

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
108
Holders Change
-6
Holders Change %
-5.26%
% of All Funds
2.18%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
32
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.55M
2
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$918K
3
WCM
Wedge Capital Management
North Carolina
+$910K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$517K
5
Man Group
Man Group
United Kingdom
+$493K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$2.58M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.81M
3
State Street
State Street
Massachusetts
-$924K
4
BCM
Bridgeway Capital Management
Texas
-$781K
5
First Trust Advisors
First Trust Advisors
Illinois
-$734K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
101
Osaic Holdings
Arizona
$11K – – –
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
PAM
103
Panagora Asset Management
Massachusetts
$8K -$14.2K -849 -63%
US Bancorp
104
US Bancorp
Minnesota
$6K +$738 +44 +13%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$2K -$134 -8 -5%
Millennium Management
106
Millennium Management
New York
$641 -$351K -20,936 -33%
First Trust Advisors
107
First Trust Advisors
Illinois
– -$734K -39,170 Closed
AG
108
Algert Global
California
– -$288K -15,350 Closed
EGM
109
Engineers Gate Manager
New York
– -$259K -13,834 Closed
MAM
110
Martingale Asset Management
Massachusetts
– -$216K -11,500 Closed
SFM
111
Systematic Financial Management
New Jersey
– -$199K -10,635 Closed
BGIM
112
Brandywine Global Investment Management
Pennsylvania
– -$145K -7,692 Closed
SG Americas Securities
113
SG Americas Securities
New York
– -$118K -6,299 Closed
PAG
114
Private Advisor Group
New Jersey
– -$55K -2,919 Closed
Lazard Asset Management
115
Lazard Asset Management
New York
– -$34K -1,846 Closed
New York State Teachers Retirement System (NYSTRS)
116
New York State Teachers Retirement System (NYSTRS)
New York
– -$30K -1,600 Closed
GWM
117
Geneos Wealth Management
Colorado
– -$8K -526 Closed
QI
118
QS Investors
New York
– -$6K -310 Closed
ABC
119
Associated Banc-Corp
Wisconsin
– -$2K -92 Closed
HIA
120
Harbor Investment Advisory
Maryland
– -$1K -60 Closed
ACM
121
AUA Capital Management
Pennsylvania
– +$218 +13 New
1 2 3 4
5

PGC Hedge Fund Activity: Q3 2020 in Review

108 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q3 2020, worth a combined $192M — down 21% from $243M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PGC and 8 opened new positions — a net loss of 6 holders — while 46 trimmed existing stakes and 32 added.

The largest buyer was BlackRock, adding an estimated $1.55M. The largest seller was Royce & Associates, cutting an estimated $2.58M.

  • 108 institutional investors held Peapack-Gladstone Financial (PGC) as of Q3 2020, down from 114 in Q2 2020.
  • Funds reported $192M of Peapack-Gladstone Financial stock for Q3 2020, down 21% quarter-over-quarter.
  • 8 funds opened new Peapack-Gladstone Financial positions in Q3 2020 and 14 closed out, a net change of -6 holders.
  • The largest Peapack-Gladstone Financial buyer in Q3 2020 was BlackRock, an estimated $1.55M added.
  • The largest Peapack-Gladstone Financial seller in Q3 2020 was Royce & Associates, an estimated $2.58M sold.

Based on aggregated 13F filings for Q3 2020.