We are live on ! Find out more
PGC icon

Peapack-Gladstone Financial

112 hedge funds and large institutions have $301M invested in Peapack-Gladstone Financial in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more capital invested

Capital invested by funds: $192M → $301M (+$109M)

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

4% more funds holding

Funds holding: 108112 (+4)

2.6% more ownership

Funds ownership: 67.16%69.76% (+2.6%)

14% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 42

Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
13
Increased
36
Reduced
42
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$37.2M +$5.35M +270,247 +20%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$28.8M -$32.8K -1,658 -0.1%
BFC
3
Banc Funds Company
Illinois
$23.1M +$2.22M +111,983 +12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$19M -$512K -25,862 -3%
PGFC
5
Peapack-Gladstone Financial Corp
New Jersey
$16.5M -$745K -37,621 -5%
EM
6
Endicott Management
New York
$11.4M
Brown Advisory
7
Brown Advisory
Maryland
$10.5M +$9.92K +501 +0.1%
Renaissance Technologies
8
Renaissance Technologies
New York
$10.5M -$279K -14,100 -3%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$8.65M +$832K +42,028 +12%
State Street
10
State Street
Massachusetts
$8.12M -$126K -6,378 -2%
PTC
11
Philadelphia Trust Company
Pennsylvania
$7.33M +$144K +7,250 +2%
Northern Trust
12
Northern Trust
Illinois
$6.83M -$172K -8,671 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$6.7M +$89.8K +4,533 +2%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$5.24M -$133K -6,730 -3%
EC
15
EJF Capital
Virginia
$4.73M +$1.22M +61,555 +42%
KCM
16
Kennedy Capital Management
Missouri
$3.75M +$3.26M +164,525 New
OCM
17
Orchard Capital Management
Illinois
$3.7M +$3.22M +162,453 New
MFIMFI
18
Mesirow Financial Investment Management - Fixed Income
Illinois
$3.68M -$44.3K -2,235 -1%
N
19
Nuveen
North Carolina
$3.65M -$441K -22,244 -12%
SM
20
Salzhauer Michael
$3.39M +$165K +8,339 +6%
JP Morgan Chase
21
JP Morgan Chase
New York
$3.33M +$2.55M +128,868 +744%
MFP
22
Michael F. Price
$3.31M
PVWM
23
Point View Wealth Management
New Jersey
$3.14M +$2.73M +138,035 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$3.06M +$90.4K +4,566 +4%
SCP
25
Siena Capital Partners
Illinois
$2.9M

PGC Hedge Fund Activity: Q4 2020 in Review

112 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q4 2020, worth a combined $301M — up 57% from $192M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PGC positions and 9 closed out — a net gain of 4 holders — while 36 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock, adding an estimated $5.35M. The largest seller was Royce & Associates, exiting entirely with an estimated $3.69M sold.

  • 112 institutional investors held Peapack-Gladstone Financial (PGC) as of Q4 2020, up from 108 in Q3 2020.
  • Funds reported $301M of Peapack-Gladstone Financial stock for Q4 2020, up 57% quarter-over-quarter.
  • 13 funds opened new Peapack-Gladstone Financial positions in Q4 2020 and 9 closed out, a net change of +4 holders.
  • The largest Peapack-Gladstone Financial buyer in Q4 2020 was BlackRock, an estimated $5.35M added.
  • The largest Peapack-Gladstone Financial seller in Q4 2020 was Royce & Associates, an estimated $3.69M sold.

Based on aggregated 13F filings for Q4 2020.