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Peapack-Gladstone Financial
PGC

114 hedge funds and large institutions have $243M invested in Peapack-Gladstone Financial in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

22% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 37

7% more capital invested

Capital invested by funds: $226M → $243M (+$16.6M)

1.76% more ownership

Funds ownership: 67.19% → 68.94% (+1.8%)

0% more funds holding

Funds holding: 114 → 114 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

Holders
114
Holders Change
–
Holders Change %
0%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
12
Increased
45
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EM
Endicott Management
New York
+$8.85M
2
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$1.93M
3
Franklin Resources
Franklin Resources
California
+$1.26M
4
Northern Trust
Northern Trust
Illinois
+$1.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$751K

Top Sellers

1
BCM
Basswood Capital Management
New York
-$2.29M
2
GKIM
GW&K Investment Management
Massachusetts
-$2.19M
3
PGFC
Peapack-Gladstone Financial Corp
New Jersey
-$1.93M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.13M
5
BlackRock
BlackRock
New York
-$997K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$24.3M +$682K +38,525 +3%
BlackRock
2
BlackRock
New York
$23.8M -$997K -56,305 -4%
BFC
3
Banc Funds Company
Illinois
$16.6M -$668K -37,697 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$16.2M +$364K +20,578 +2%
PGFC
5
Peapack-Gladstone Financial Corp
New Jersey
$14.9M -$1.93M -109,160 -12%
EM
6
Endicott Management
New York
$9.37M +$8.85M +500,000 New
Brown Advisory
7
Brown Advisory
Maryland
$8.67M +$504K +28,449 +7%
Renaissance Technologies
8
Renaissance Technologies
New York
$8.49M -$1.13M -63,920 -12%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$8.35M +$751K +42,395 +11%
State Street
10
State Street
Massachusetts
$7.84M +$189K +10,688 +3%
RA
11
Royce & Associates
New York
$7.45M +$26K +1,467 +0.4%
Northern Trust
12
Northern Trust
Illinois
$6.02M +$1.2M +67,781 +27%
PTC
13
Philadelphia Trust Company
Pennsylvania
$5.95M -$467K -26,370 -8%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$5.34M +$183K +10,357 +4%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$4.79M +$210K +11,880 +5%
Federated Hermes
16
Federated Hermes
Pennsylvania
$3.3M -$305K -17,238 -9%
N
17
Nuveen
North Carolina
$3.2M -$25.9K -1,463 -0.8%
EC
18
EJF Capital
Virginia
$2.75M +$43K +2,426 +2%
MFP
19
Michael F. Price
$2.73M – – –
SM
20
Salzhauer Michael
$2.65M +$507K +28,623 +25%
Fuller & Thaler Asset Management
21
Fuller & Thaler Asset Management
California
$2.43M -$344K -19,406 -13%
SCP
22
Siena Capital Partners
Illinois
$2.38M -$459K -25,909 -17%
BCM
23
Bridgeway Capital Management
Texas
$2.33M – – –
LBS
24
Lawrence B. Seidman
$2.12M -$205K -11,580 -9%
Charles Schwab
25
Charles Schwab
California
$2.07M +$79.4K +4,481 +4%
1
2 3 4 5

PGC Hedge Fund Activity: Q2 2020 in Review

114 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q2 2020, worth a combined $243M — up 7.3% from $226M a quarter earlier.

Fund positioning in PGC was balanced in Q2 2020: 12 funds opened new positions, 12 closed out, 45 added to existing stakes and 37 trimmed.

The largest buyer was Endicott Management, opening a new position worth an estimated $8.85M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $2.29M sold.

  • 114 institutional investors held Peapack-Gladstone Financial (PGC) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $243M of Peapack-Gladstone Financial stock for Q2 2020, up 7.3% quarter-over-quarter.
  • 12 funds opened new Peapack-Gladstone Financial positions in Q2 2020 and 12 closed out, a net change of 0 holders.
  • The largest Peapack-Gladstone Financial buyer in Q2 2020 was Endicott Management, an estimated $8.85M added.
  • The largest Peapack-Gladstone Financial seller in Q2 2020 was Basswood Capital Management, an estimated $2.29M sold.

Based on aggregated 13F filings for Q2 2020.