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Peapack-Gladstone Financial
PGC

113 hedge funds and large institutions have $295M invested in Peapack-Gladstone Financial in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 37

0.04% more ownership

Funds ownership: 73.32% → 73.36% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less funds holding

Funds holding: 117 → 113 (-4)

7% less capital invested

Capital invested by funds: $316M → $295M (-$20.9M)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

82% less call options, than puts

Call options by funds: $25K | Put options by funds: $140K

Holders
113
Holders Change
-4
Holders Change %
-3.42%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
48
Reduced
37
Closed
20
Calls
$25K
Puts
$140K
Net Calls
-$115K
Net Calls Change
-$132K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$6.04M
2
Boston Partners
Boston Partners
Massachusetts
+$2.35M
3
Prudential Financial
Prudential Financial
New Jersey
+$1.74M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.64M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
NRCM
North Reef Capital Management
California
-$9.7M
2
Franklin Resources
Franklin Resources
California
-$4.16M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.41M
4
GCM
GoodHaven Capital Management
New Jersey
-$1.69M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
101
Amalgamated Bank
New York
$14K – – –
US Bancorp
102
US Bancorp
Minnesota
$11.6K -$7.66K -338 -40%
SPIA
103
Steward Partners Investment Advisory
New York
$11.3K +$11.3K +500 New
LC
104
Lindbrook Capital
California
$9.04K -$1.9K -84 -17%
DPW
105
DiNuzzo Private Wealth
Pennsylvania
$1.09K +$1.09K +48 New
GI
106
GAMMA Investing
California
$1.09K +$839 +37 +336%
C
107
Covestor
United Kingdom
$1K +$136 +6 +19%
Comerica Bank
108
Comerica Bank
Texas
$996 +$363 +16 +57%
IA
109
IFP Advisors
Florida
$657 – – –
RIL
110
Rothschild Investment LLC
Illinois
$227 +$227 +10 New
IC
111
Innealta Capital
Texas
$159 +$159 +7 New
FFA
112
Farther Finance Advisors
California
$67 -$136 -6 -67%
NRCM
113
North Reef Capital Management
California
– -$9.7M -398,696 Closed
Franklin Resources
114
Franklin Resources
California
– -$4.16M -170,901 Closed
GCM
115
GoodHaven Capital Management
New Jersey
– -$1.69M -69,370 Closed
Tudor Investment Corp
116
Tudor Investment Corp
Connecticut
– -$491K -20,182 Closed
Los Angeles Capital Management
117
Los Angeles Capital Management
California
– -$444K -18,247 Closed
Millennium Management
118
Millennium Management
New York
– -$427K -17,534 Closed
NYLIM
119
New York Life Investment Management
New York
– -$376K -15,436 Closed
EGM
120
Engineers Gate Manager
New York
– -$347K -14,263 Closed
Natixis Advisors
121
Natixis Advisors
Massachusetts
– -$254K -10,451 Closed
First Trust Advisors
122
First Trust Advisors
Illinois
– -$213K -8,738 Closed
Stifel Financial
123
Stifel Financial
Missouri
– -$205K -8,433 Closed
DA
124
Denali Advisors
California
– -$204K -8,400 Closed
DFG
125
Delta Financial Group
New Jersey
– -$203K -8,329 Closed
2 3 4
5
6

PGC Hedge Fund Activity: Q2 2024 in Review

113 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q2 2024, worth a combined $295M — down 6.6% from $316M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of PGC and 17 opened new positions — a net loss of 3 holders — while 37 trimmed existing stakes and 48 added.

The largest buyer was BlackRock, adding an estimated $6.04M. The largest seller was North Reef Capital Management, exiting entirely with an estimated $9.7M sold.

  • 113 institutional investors held Peapack-Gladstone Financial (PGC) as of Q2 2024, down from 117 in Q1 2024.
  • Funds reported $295M of Peapack-Gladstone Financial stock for Q2 2024, down 6.6% quarter-over-quarter.
  • 17 funds opened new Peapack-Gladstone Financial positions in Q2 2024 and 20 closed out, a net change of -3 holders.
  • The largest Peapack-Gladstone Financial buyer in Q2 2024 was BlackRock, an estimated $6.04M added.
  • The largest Peapack-Gladstone Financial seller in Q2 2024 was North Reef Capital Management, an estimated $9.7M sold.

Based on aggregated 13F filings for Q2 2024.