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Peapack-Gladstone Financial

121 hedge funds and large institutions have $415M invested in Peapack-Gladstone Financial in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

38% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 34

9% more capital invested

Capital invested by funds: $379M → $415M (+$35.6M)

6% more funds holding

Funds holding: 114121 (+7)

0.97% more ownership

Funds ownership: 69.51%70.48% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
121
Holders Change
+7
Holders Change %
+6.14%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
47
Reduced
34
Closed
7
Calls
$1.51M
Puts
Net Calls
+$1.51M
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$41.3M +$1.38M +46,872 +4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$39.3M +$612K +20,789 +2%
BFC
3
Banc Funds Company
Illinois
$34.4M
PGFC
4
Peapack-Gladstone Financial Corp
New Jersey
$27.3M -$302K -10,277 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$25.8M +$1.28M +43,643 +6%
Boston Partners
6
Boston Partners
Massachusetts
$17M -$2.69M -91,355 -14%
EM
7
Endicott Management
New York
$15.4M
Brown Advisory
8
Brown Advisory
Maryland
$13.6M -$19.1K -648 -0.1%
State Street
9
State Street
Massachusetts
$13M +$465K +15,799 +4%
Renaissance Technologies
10
Renaissance Technologies
New York
$12.9M +$833K +28,300 +7%
PTC
11
Philadelphia Trust Company
Pennsylvania
$12.5M +$272K +9,234 +2%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$12.5M -$464K -15,751 -4%
RA
13
Royce & Associates
New York
$12.2M -$180K -6,116 -2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$7.88M +$286K +9,713 +4%
Northern Trust
15
Northern Trust
Illinois
$7.74M -$240K -8,162 -3%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$7.35M +$984K +33,440 +16%
Federated Hermes
17
Federated Hermes
Pennsylvania
$5.34M +$1.16M +39,580 +30%
EC
18
EJF Capital
Virginia
$4.89M +$2.84M +96,660 +157%
SCP
19
Siena Capital Partners
Illinois
$4.73M
GKIM
20
GW&K Investment Management
Massachusetts
$4.57M -$281K -9,547 -6%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$4.53M +$2.57M +87,300 +147%
SM
22
Salzhauer Michael
$4.41M
N
23
Nuveen
North Carolina
$4.11M -$46.4K -1,576 -1%
BCM
24
Basswood Capital Management
New York
$3.94M -$4.23M -143,733 -53%
BCM
25
Bridgeway Capital Management
Texas
$3.89M +$883K +30,000 +31%

PGC Hedge Fund Activity: Q4 2019 in Review

121 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q4 2019, worth a combined $415M — up 9.4% from $379M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PGC positions and 7 closed out — a net gain of 7 holders — while 47 added to existing stakes and 34 trimmed.

The largest buyer was EJF Capital, adding an estimated $2.84M. The largest seller was Russell Investments Group, cutting an estimated $14.7M.

  • 121 institutional investors held Peapack-Gladstone Financial (PGC) as of Q4 2019, up from 114 in Q3 2019.
  • Funds reported $415M of Peapack-Gladstone Financial stock for Q4 2019, up 9.4% quarter-over-quarter.
  • 14 funds opened new Peapack-Gladstone Financial positions in Q4 2019 and 7 closed out, a net change of +7 holders.
  • The largest Peapack-Gladstone Financial buyer in Q4 2019 was EJF Capital, an estimated $2.84M added.
  • The largest Peapack-Gladstone Financial seller in Q4 2019 was Russell Investments Group, an estimated $14.7M sold.

Based on aggregated 13F filings for Q4 2019.