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Peapack-Gladstone Financial
PGC

110 hedge funds and large institutions have $471M invested in Peapack-Gladstone Financial in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

55% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 29

7% more capital invested

Capital invested by funds: $440M → $471M (+$31.1M)

5% more funds holding

Funds holding: 105 → 110 (+5)

1.44% more ownership

Funds ownership: 70% → 71.44% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
1.69%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
45
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
Kennedy Capital Management
Missouri
+$4.64M
2
State Street
State Street
Massachusetts
+$3.41M
3
BFC
Banc Funds Company
Illinois
+$2.4M
4
Ameriprise
Ameriprise
Minnesota
+$2M
5
EC
EJF Capital
Virginia
+$1.5M

Top Sellers

1
EM
Endicott Management
New York
-$16.1M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$5.15M
3
EPCA
Elizabeth Park Capital Advisors
Ohio
-$4.05M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.25M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$2.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$54.6M +$476K +13,884 +0.9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$42.9M -$495K -14,430 -1%
PGFC
3
Peapack-Gladstone Financial Corp
New Jersey
$34.3M +$991K +28,899 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$31.2M +$639K +18,626 +2%
BFC
5
Banc Funds Company
Illinois
$27.4M +$2.4M +70,000 +10%
FCM
6
FJ Capital Management
Virginia
$21.2M – – –
Wellington Management Group
7
Wellington Management Group
Massachusetts
$20.9M -$3.25M -94,820 -14%
Brown Advisory
8
Brown Advisory
Maryland
$20.5M +$311K +9,058 +2%
State Street
9
State Street
Massachusetts
$15.8M +$3.41M +99,541 +29%
BCM
10
Basswood Capital Management
New York
$13.4M +$328K +9,579 +3%
PTC
11
Philadelphia Trust Company
Pennsylvania
$12.6M -$303K -8,850 -2%
Renaissance Technologies
12
Renaissance Technologies
New York
$12.1M +$250K +7,300 +2%
SVBP
13
Strategic Value Bank Partners
Ohio
$12M +$11.6M +337,678 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$11.3M +$75.5K +2,202 +0.7%
KCM
15
Kennedy Capital Management
Missouri
$9.56M +$4.64M +135,263 +100%
EC
16
EJF Capital
Virginia
$9.54M +$1.5M +43,612 +19%
Northern Trust
17
Northern Trust
Illinois
$7.8M -$185K -5,407 -2%
OCM
18
Orchard Capital Management
Illinois
$6.68M +$120K +3,500 +2%
SM
19
Salzhauer Michael
$5.92M +$495K +14,435 +9%
MFP
20
Michael F. Price
$5.16M – – –
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$4.92M -$2.36M -68,730 -33%
SCP
22
Siena Capital Partners
Illinois
$4.51M – – –
Charles Schwab
23
Charles Schwab
California
$4.31M +$9.53K +278 +0.2%
Franklin Resources
24
Franklin Resources
California
$4.28M -$1.54K -45 -0%
N
25
Nuveen
North Carolina
$4.11M -$330K -9,618 -7%
1
2 3 4 5

PGC Hedge Fund Activity: Q4 2021 in Review

110 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q4 2021, worth a combined $471M — up 7.1% from $440M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PGC positions and 7 closed out — a net gain of 5 holders — while 45 added to existing stakes and 29 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $4.64M. The largest seller was Endicott Management, exiting entirely with an estimated $16.1M sold.

  • 110 institutional investors held Peapack-Gladstone Financial (PGC) as of Q4 2021, up from 105 in Q3 2021.
  • Funds reported $471M of Peapack-Gladstone Financial stock for Q4 2021, up 7.1% quarter-over-quarter.
  • 12 funds opened new Peapack-Gladstone Financial positions in Q4 2021 and 7 closed out, a net change of +5 holders.
  • The largest Peapack-Gladstone Financial buyer in Q4 2021 was Kennedy Capital Management, an estimated $4.64M added.
  • The largest Peapack-Gladstone Financial seller in Q4 2021 was Endicott Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q4 2021.