Peapack-Gladstone Financial
PGC
122 hedge funds and large institutions have $356M invested in Peapack-Gladstone Financial in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 9 closing their positions.
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
21% more capital invested
Capital invested by funds: $295M → $356M (+$60.9M)
8% more funds holding
Funds holding: 113 → 122 (+9)
0.15% more ownership
Funds ownership: 73.36% → 73.51% (+0.15%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 41
31% less call options, than puts
Call options by funds: $36K | Put options by funds: $52K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$8.49M |
| 2 |
BlackRock
New York
|
+$1.49M |
| 3 |
Millennium Management
New York
|
+$1.2M |
| 4 |
SIM
SummerHaven Investment Management
Stamford,
Connecticut
|
+$924K |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$918K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$4.41M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$2.67M |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1.91M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.08M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$902K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Assenagon Asset Management
Senningerberg,
Luxembourg
| – | -$411K | -18,144 | Closed |
|
127
Corient Private Wealth
Miami,
Florida
| – | -$311K | -13,733 | Closed |
|
|
OQS
128
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| – | -$225K | -9,915 | Closed |
|
|
DPW
129
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| – | -$1.09K | -48 | Closed |
|
|
IA
130
IFP Advisors
Tampa,
Florida
| – | -$657 | -29 | Closed |
|
|
IC
131
Innealta Capital
Austin,
Texas
| – | -$159 | -7 | Closed |
|
PGC Hedge Fund Activity: Q3 2024 in Review
122 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q3 2024, worth a combined $356M — up 21% from $295M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PGC positions and 9 closed out — a net gain of 9 holders — while 39 added to existing stakes and 41 trimmed.
The largest buyer was Synergy Asset Management, opening a new position worth an estimated $8.49M. The largest seller was Kennedy Capital Management, cutting an estimated $4.41M.
- 122 institutional investors held Peapack-Gladstone Financial (PGC) as of Q3 2024, up from 113 in Q2 2024.
- Funds reported $356M of Peapack-Gladstone Financial stock for Q3 2024, up 21% quarter-over-quarter.
- 18 funds opened new Peapack-Gladstone Financial positions in Q3 2024 and 9 closed out, a net change of +9 holders.
- The largest Peapack-Gladstone Financial buyer in Q3 2024 was Synergy Asset Management, an estimated $8.49M added.
- The largest Peapack-Gladstone Financial seller in Q3 2024 was Kennedy Capital Management, an estimated $4.41M sold.
Based on aggregated 13F filings for Q3 2024.