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Peapack-Gladstone Financial

122 hedge funds and large institutions have $466M invested in Peapack-Gladstone Financial in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 50 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

11% more funds holding

Funds holding: 110122 (+12)

2.24% more ownership

Funds ownership: 71.44%73.68% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $471M → $466M (-$4.19M)

32% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 50

Holders
122
Holders Change
+12
Holders Change %
+10.91%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
34
Reduced
50
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$51.4M -$2.33M -63,414 -4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$42.6M +$486K +13,194 +1%
PGFC
3
Peapack-Gladstone Financial Corp
New Jersey
$33.9M +$270K +7,346 +0.8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$30.6M -$23.1K -629 -0.1%
BFC
5
Banc Funds Company
Illinois
$27.7M +$846K +23,000 +3%
Brown Advisory
6
Brown Advisory
Maryland
$20.8M +$736K +20,007 +3%
FCM
7
FJ Capital Management
Virginia
$20.8M -$17.5K -476 -0.1%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$20.5M
State Street
9
State Street
Massachusetts
$15.9M +$378K +10,273 +2%
PTC
10
Philadelphia Trust Company
Pennsylvania
$12.9M +$550K +14,955 +4%
SVBP
11
Strategic Value Bank Partners
Ohio
$11.7M
EC
12
EJF Capital
Virginia
$10.5M +$1.26M +34,150 +13%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$10.5M -$701K -19,049 -6%
Renaissance Technologies
14
Renaissance Technologies
New York
$9.26M -$2.77M -75,200 -22%
KCM
15
Kennedy Capital Management
Missouri
$7.93M -$1.54M -41,832 -15%
Northern Trust
16
Northern Trust
Illinois
$7.43M -$239K -6,498 -3%
OCM
17
Orchard Capital Management
Illinois
$7M +$471K +12,800 +7%
SM
18
Salzhauer Michael
$5.68M -$130K -3,532 -2%
MFP
19
Michael F. Price
$5.06M
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$5.01M +$185K +5,028 +4%
JP Morgan Chase
21
JP Morgan Chase
New York
$4.78M +$1.67M +45,416 +49%
SCP
22
Siena Capital Partners
Illinois
$4.42M
N
23
Nuveen
North Carolina
$4.34M -$25.7K -697 -0.6%
Charles Schwab
24
Charles Schwab
California
$4.33M +$102K +2,764 +2%
EPCA
25
Elizabeth Park Capital Advisors
Ohio
$4.22M +$4.46M +121,318 New

PGC Hedge Fund Activity: Q1 2022 in Review

122 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q1 2022, worth a combined $466M — down 0.89% from $471M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PGC positions and 5 closed out — a net gain of 12 holders — while 34 added to existing stakes and 50 trimmed.

The largest buyer was Elizabeth Park Capital Advisors, opening a new position worth an estimated $4.46M. The largest seller was Basswood Capital Management, cutting an estimated $10.6M.

  • 122 institutional investors held Peapack-Gladstone Financial (PGC) as of Q1 2022, up from 110 in Q4 2021.
  • Funds reported $466M of Peapack-Gladstone Financial stock for Q1 2022, down 0.89% quarter-over-quarter.
  • 17 funds opened new Peapack-Gladstone Financial positions in Q1 2022 and 5 closed out, a net change of +12 holders.
  • The largest Peapack-Gladstone Financial buyer in Q1 2022 was Elizabeth Park Capital Advisors, an estimated $4.46M added.
  • The largest Peapack-Gladstone Financial seller in Q1 2022 was Basswood Capital Management, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2022.