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Peapack-Gladstone Financial

110 hedge funds and large institutions have $428M invested in Peapack-Gladstone Financial in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

562% more call options, than puts

Call options by funds: $490K | Put options by funds: $74K

89% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 27

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13% more capital invested

Capital invested by funds: $378M → $428M (+$50M)

4% more funds holding

Funds holding: 106110 (+4)

2.37% more ownership

Funds ownership: 68.71%71.08% (+2.4%)

Holders
110
Holders Change
+4
Holders Change %
+3.77%
% of All Funds
2.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
11
Increased
51
Reduced
27
Closed
7
Calls
$490K
Puts
$74K
Net Calls
+$416K
Net Calls Change
+$416K
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$48.3M -$1.2M -38,124 -3%
BCM
2
Basswood Capital Management
New York
$39.8M +$1.54M +48,813 +4%
BlackRock
3
BlackRock
New York
$35.3M +$849K +26,969 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$35.1M +$2.23M +70,975 +7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$23.1M +$1.65M +52,531 +8%
PGFC
6
Peapack-Gladstone Financial Corp
New Jersey
$22.6M -$227K -7,226 -1%
Vanguard Group
7
Vanguard Group
Pennsylvania
$22.2M +$1.74M +55,308 +9%
RA
8
Royce & Associates
New York
$18M -$681K -21,619 -4%
EM
9
Endicott Management
New York
$16.9M
Renaissance Technologies
10
Renaissance Technologies
New York
$10.4M +$287K +9,110 +3%
State Street
11
State Street
Massachusetts
$9.18M +$180K +5,711 +2%
MCA
12
Mendon Capital Advisors
Florida
$7.75M
Northern Trust
13
Northern Trust
Illinois
$7.42M +$34.2K +1,088 +0.5%
CAM
14
ClariVest Asset Management
California
$5.94M +$616K +19,554 +13%
Boston Partners
15
Boston Partners
Massachusetts
$5.82M +$2.32M +73,600 +74%
CRC
16
Curi RMB Capital
Illinois
$5.82M -$1.77M -56,150 -25%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$5.19M +$357K +11,327 +8%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$5.09M +$2.7M +85,761 +132%
Millennium Management
19
Millennium Management
New York
$4.99M -$124K -3,947 -3%
SCP
20
Siena Capital Partners
Illinois
$4.45M +$472K +15,000 +13%
PTC
21
Philadelphia Trust Company
Pennsylvania
$4.03M +$796K +25,273 +27%
Nordea Investment Management
22
Nordea Investment Management
Sweden
$3.86M +$428K +13,600 +13%
SM
23
Salzhauer Michael
$3.79M +$315 +10 +0%
MAM
24
Martingale Asset Management
Massachusetts
$3.74M +$239K +7,601 +7%
AL
25
AJO LP
Pennsylvania
$3.56M +$1.02M +32,332 +44%

PGC Hedge Fund Activity: Q3 2017 in Review

110 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q3 2017, worth a combined $428M — up 13% from $378M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PGC positions and 7 closed out — a net gain of 4 holders — while 51 added to existing stakes and 27 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $2.7M. The largest seller was Curi RMB Capital, cutting an estimated $1.77M.

  • 110 institutional investors held Peapack-Gladstone Financial (PGC) as of Q3 2017, up from 106 in Q2 2017.
  • Funds reported $428M of Peapack-Gladstone Financial stock for Q3 2017, up 13% quarter-over-quarter.
  • 11 funds opened new Peapack-Gladstone Financial positions in Q3 2017 and 7 closed out, a net change of +4 holders.
  • The largest Peapack-Gladstone Financial buyer in Q3 2017 was Russell Investments Group, an estimated $2.7M added.
  • The largest Peapack-Gladstone Financial seller in Q3 2017 was Curi RMB Capital, an estimated $1.77M sold.

Based on aggregated 13F filings for Q3 2017.