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Peapack-Gladstone Financial
PGC

109 hedge funds and large institutions have $407M invested in Peapack-Gladstone Financial in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $301M → $407M (+$106M)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0.01% less ownership

Funds ownership: 69.76% → 69.76% (-0.01%)

3% less funds holding

Funds holding: 112 → 109 (-3)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

38% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 50

Holders
109
Holders Change
-3
Holders Change %
-2.68%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
6
Increased
31
Reduced
50
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$7.62M
2
PGFC
Peapack-Gladstone Financial Corp
New Jersey
+$5.33M
3
Brown Advisory
Brown Advisory
Maryland
+$3.23M
4
FCM
FJ Capital Management
Virginia
+$2.42M
5
PTC
Philadelphia Trust Company
Pennsylvania
+$1.58M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$2.13M
2
BFC
Banc Funds Company
Illinois
-$2.05M
3
Northern Trust
Northern Trust
Illinois
-$1.72M
4
Morgan Stanley
Morgan Stanley
New York
-$1.19M
5
ERWM
Elk River Wealth Management
Colorado
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$11K – – –
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
QT
103
Quantbot Technologies
New York
$7K +$6.62K +241 New
Fidelity Investments
104
Fidelity Investments
Massachusetts
$5K +$604 +22 +16%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$4K +$3.76K +137 New
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$3K +$2.75K +100 New
QCG
107
Quadrant Capital Group
Ohio
$1K – – –
AIG
108
American International Group
New York
$329 +$741 +27 +0.3%
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$100 – – –
Two Sigma Investments
110
Two Sigma Investments
New York
– -$563K -24,750 Closed
TI
111
Trexquant Investment
Connecticut
– -$453K -19,898 Closed
Millennium Management
112
Millennium Management
New York
– -$334K -14,685 Closed
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
– -$294K -12,903 Closed
SG Americas Securities
114
SG Americas Securities
New York
– -$124K -5,440 Closed
KBC Group
115
KBC Group
Belgium
– -$502K -4,008 Closed
1 2 3 4
5

PGC Hedge Fund Activity: Q1 2021 in Review

109 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q1 2021, worth a combined $407M — up 35% from $301M a quarter earlier.

Fund positioning in PGC was balanced in Q1 2021: 6 funds opened new positions, 6 closed out, 31 added to existing stakes and 50 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $7.62M. The largest seller was Renaissance Technologies, cutting an estimated $2.13M.

  • 109 institutional investors held Peapack-Gladstone Financial (PGC) as of Q1 2021, down from 112 in Q4 2020.
  • Funds reported $407M of Peapack-Gladstone Financial stock for Q1 2021, up 35% quarter-over-quarter.
  • 6 funds opened new Peapack-Gladstone Financial positions in Q1 2021 and 6 closed out, a net change of 0 holders.
  • The largest Peapack-Gladstone Financial buyer in Q1 2021 was Wellington Management Group, an estimated $7.62M added.
  • The largest Peapack-Gladstone Financial seller in Q1 2021 was Renaissance Technologies, an estimated $2.13M sold.

Based on aggregated 13F filings for Q1 2021.