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Peapack-Gladstone Financial

126 hedge funds and large institutions have $442M invested in Peapack-Gladstone Financial in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $399M → $442M (+$42.9M)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 126126 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.94% less ownership

Funds ownership: 73%72.06% (-0.94%)

11% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 46

Holders
126
Holders Change
Holders Change %
0%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
41
Reduced
46
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$51.8M -$849K -25,827 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$43.2M +$183K +5,576 +0.4%
PGFC
3
Peapack-Gladstone Financial Corp
New Jersey
$32.3M +$496K +15,096 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$28.8M +$1.22M +37,005 +5%
BFC
5
Banc Funds Company
Illinois
$26.1M
FCM
6
FJ Capital Management
Virginia
$21.9M
Brown Advisory
7
Brown Advisory
Maryland
$19.2M -$320K -9,736 -2%
State Street
8
State Street
Massachusetts
$14.7M -$663K -20,166 -4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$13.9M -$931K -28,307 -6%
PTC
10
Philadelphia Trust Company
Pennsylvania
$12.4M -$19.2K -585 -0.2%
JP Morgan Chase
11
JP Morgan Chase
New York
$12M +$4.92M +149,612 +72%
SVBP
12
Strategic Value Bank Partners
Ohio
$11.4M
Geode Capital Management
13
Geode Capital Management
Massachusetts
$10.3M +$17.4K +528 +0.2%
Renaissance Technologies
14
Renaissance Technologies
New York
$7.53M -$1.11M -33,900 -13%
SM
15
Salzhauer Michael
$7.18M +$1.41M +42,781 +25%
Northern Trust
16
Northern Trust
Illinois
$6.91M -$37.6K -1,143 -0.6%
KCM
17
Kennedy Capital Management
Missouri
$6.18M -$43.7K -1,330 -0.7%
Boston Partners
18
Boston Partners
Massachusetts
$5.74M +$5.09M +154,683 New
JCP
19
Jennifer C. Price
$4.9M
EC
20
EJF Capital
Virginia
$4.78M -$4.02M -122,231 -46%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$4.56M -$579K -17,590 -11%
SCP
22
Siena Capital Partners
Illinois
$4.28M
Charles Schwab
23
Charles Schwab
California
$4.08M +$54.7K +1,664 +1%
EPCA
24
Elizabeth Park Capital Advisors
Ohio
$4.08M
N
25
Nuveen
North Carolina
$3.96M +$302K +9,181 +8%

PGC Hedge Fund Activity: Q3 2022 in Review

126 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q3 2022, worth a combined $442M — up 11% from $399M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PGC positions and 11 closed out — a net gain of 1 holder — while 41 added to existing stakes and 46 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $5.09M. The largest seller was Orchard Capital Management, exiting entirely with an estimated $5.12M sold.

  • 126 institutional investors held Peapack-Gladstone Financial (PGC) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $442M of Peapack-Gladstone Financial stock for Q3 2022, up 11% quarter-over-quarter.
  • 12 funds opened new Peapack-Gladstone Financial positions in Q3 2022 and 11 closed out, a net change of +1 holder.
  • The largest Peapack-Gladstone Financial buyer in Q3 2022 was Boston Partners, an estimated $5.09M added.
  • The largest Peapack-Gladstone Financial seller in Q3 2022 was Orchard Capital Management, an estimated $5.12M sold.

Based on aggregated 13F filings for Q3 2022.