We are live on ! Find out more
PGC icon

Peapack-Gladstone Financial

114 hedge funds and large institutions have $379M invested in Peapack-Gladstone Financial in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 41 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 37

5% less capital invested

Capital invested by funds: $397M → $379M (-$18M)

3% less funds holding

Funds holding: 117114 (-3)

3.14% less ownership

Funds ownership: 72.64%69.51% (-3.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
114
Holders Change
-3
Holders Change %
-2.56%
% of All Funds
2.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
6
Increased
41
Reduced
37
Closed
9
Calls
$1.51M
Puts
Net Calls
+$1.51M
Net Calls Change
+$805K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$36.1M +$1.16M +41,502 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$35.1M +$693K +24,716 +2%
BFC
3
Banc Funds Company
Illinois
$31.2M -$1.94M -69,343 -6%
PGFC
4
Peapack-Gladstone Financial Corp
New Jersey
$25.1M -$214K -7,624 -0.8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$22.2M +$259K +9,239 +1%
Boston Partners
6
Boston Partners
Massachusetts
$18M -$3.6M -128,202 -17%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$14.4M -$1.94M -69,234 -12%
EM
8
Endicott Management
New York
$14M
Brown Advisory
9
Brown Advisory
Maryland
$12.3M -$653K -23,285 -5%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$11.8M -$1.26M -44,878 -10%
State Street
11
State Street
Massachusetts
$11.4M +$342K +12,189 +3%
RA
12
Royce & Associates
New York
$11.3M -$567K -20,200 -5%
PTC
13
Philadelphia Trust Company
Pennsylvania
$11.1M -$475K -16,930 -4%
Renaissance Technologies
14
Renaissance Technologies
New York
$10.9M +$1.03M +36,600 +10%
BCM
15
Basswood Capital Management
New York
$7.61M -$6.54M -233,030 -46%
Northern Trust
16
Northern Trust
Illinois
$7.25M +$53K +1,890 +0.7%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$6.88M +$77.5K +2,764 +1%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$5.73M +$114K +4,060 +2%
GKIM
19
GW&K Investment Management
Massachusetts
$4.41M -$244K -8,703 -5%
SCP
20
Siena Capital Partners
Illinois
$4.29M
SM
21
Salzhauer Michael
$4M
Goldman Sachs
22
Goldman Sachs
New York
$4M +$1.03M +36,607 +35%
N
23
Nuveen
North Carolina
$3.77M +$481K +17,142 +15%
Federated Hermes
24
Federated Hermes
Pennsylvania
$3.74M -$42.3K -1,508 -1%
Prudential Financial
25
Prudential Financial
New Jersey
$3.52M +$96.5K +3,440 +3%

PGC Hedge Fund Activity: Q3 2019 in Review

114 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q3 2019, worth a combined $379M — down 4.5% from $397M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PGC and 6 opened new positions — a net loss of 3 holders — while 37 trimmed existing stakes and 41 added.

The largest buyer was Winton Group, opening a new position worth an estimated $1.28M. The largest seller was Basswood Capital Management, cutting an estimated $6.54M.

  • 114 institutional investors held Peapack-Gladstone Financial (PGC) as of Q3 2019, down from 117 in Q2 2019.
  • Funds reported $379M of Peapack-Gladstone Financial stock for Q3 2019, down 4.5% quarter-over-quarter.
  • 6 funds opened new Peapack-Gladstone Financial positions in Q3 2019 and 9 closed out, a net change of -3 holders.
  • The largest Peapack-Gladstone Financial buyer in Q3 2019 was Winton Group, an estimated $1.28M added.
  • The largest Peapack-Gladstone Financial seller in Q3 2019 was Basswood Capital Management, an estimated $6.54M sold.

Based on aggregated 13F filings for Q3 2019.