Peapack-Gladstone Financial

PGC • NASDAQ

Peapack-Gladstone Financial is a banks - regional company in the financial services sector on NASDAQ, led by Douglas L. Kennedy, with a market cap of $520.8M. As of Q3 2025, 73% of shares are held by 148 institutional investors, with BlackRock, Inc. as the largest holder at 8.78%.

CEODouglas L. Kennedy

Market Cap$520.8M

Banks - Regional

Financial Services

Employees521.0

Websitepgbank.com

Country

United States of America

Overview

Overview of institutional ownership in PGC as of Q3 2025 with a market cap of $486.8M

All Institutions

Institutions: 148
Value Held: $355.8M
Shares Held: 12.9M
Avg Position: $2.4M
Median Position: $457.2K

Hedge Funds

Hedge Funds: 26
Value Held: $48.7M
Shares Held: 1.8M
Avg Position: $1.9M
Median Position: $648.8K

Ownership Breakdown

Institutional (non-HF)

63.09%

$307.1M

Hedge Funds

10.01%

$48.7M

Retail & Other

26.91%

$131.0M

Based on market cap of $486.8M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in PGC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$42.7M 0.00% of portfolio	8.78% 1.5M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$31.4M 0.01% of portfolio	6.46% 1.1M shares	≤ Q2 2013 Held for 12y 5m+	$571.21B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$29.4M 0.01% of portfolio	6.03% 1.1M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$26.9M 0.00% of portfolio	5.53% 974.5K shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
Robeco Investment Management, Inc. Long Only Manager	Joseph Francis Feeney CEO	$16.1M 0.02% of portfolio	3.31% 582.9K shares	Q3 2022 Held for 3y 2m	$97.8B
PEAPACK GLADSTONE FINANCIAL CORP Institution	Douglas L. Kennedy CEO	$16.0M 0.21% of portfolio	3.28% 578.3K shares	≤ Q2 2013 Held for 12y 5m+	$7.5B
B BROWN ADVISORY INC RIA/Wealth	David Alan Miller Founder	$14.9M 0.02% of portfolio	3.05% 538.5K shares	Q4 2018 Held for 6y 11m	$74.0B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$14.3M 0.00% of portfolio	2.93% 517.5K shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$12.3M 0.00% of portfolio	2.54% 447.3K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
STRATEGIC VALUE BANK PARTNERS LLC Hedge Fund•Value	Josh Kaye CCO	$10.4M 7.43% of portfolio	2.15% 378.4K shares	Q4 2021 Held for 3y 11m	$140.6M

Net Capital Flow

Institutional buying and selling activity for PGC in Q3 2025

Traded: −$6.8M
Buyers: 72
Sellers: 58
Total Bought: +$35.7M
Total Sold: −$42.5M
Avg Position: $2.3M

Biggest Buyers

Institution	Net Bought	Current Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$12.6M +456.8K shares	$31.4M 1.1M shares
S SALZHAUER MICHAEL Institution	+$3.1M +112.5K shares	$7.0M 254.6K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$2.3M +82.7K shares	$3.1M 111.3K shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	+$1.9M +68.1K shares	$12.3M 447.3K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$1.6M +58.2K shares	$4.3M 156.9K shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	+$1.6M +58.1K shares	$3.0M 110.2K shares
FIRST TRUST ADVISORS LP ETF Provider	+$1.3M +47.6K shares	$1.6M 58.9K shares
O Oppenheimer & Close, LLC Institution	+$1.1M +39.3K shares	$1.1M 39.3K shares
Trexquant Investment LP Hedge Fund•Quant	+$934.4K +33.9K shares	$2.5M 89.4K shares
N Nuveen, LLC Institution	+$788.0K +28.6K shares	$2.0M 72.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$5.5M −200.3K shares	$2.0M 71.4K shares
Robeco Investment Management, Inc. Long Only Manager	−$5.4M −193.6K shares	$16.1M 582.9K shares
B BANC FUNDS CO LLC Institution	−$4.1M −147.3K shares	$8.7M 315.1K shares
B BlackRock, Inc. Institution	−$3.3M −119.8K shares	$42.7M 1.5M shares
PRUDENTIAL FINANCIAL INC Institution	−$3.1M −113.0K shares	$3.1M 113.1K shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	−$2.6M −93.4K shares	$6.5M 235.4K shares
MORGAN STANLEY RIA/Wealth	−$1.6M −57.5K shares	$2.2M 78.5K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$1.5M −53.4K shares	$1.2M 44.9K shares
Marshall Wace LLP Institution	−$1.5M −52.7K shares	$481.4K 17.4K shares
PEAPACK GLADSTONE FINANCIAL CORP Institution	−$1.1M −41.1K shares	$16.0M 578.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited PGC in Q3 2025

New Positions: 9
New Value: $2.7M
Exited Positions: 9
Exited Value: $1.4M

New Positions

Institution	Position Value
O Oppenheimer & Close, LLC Institution	$1.1M 39.3K shares
Numerai GP LLC Hedge Fund•Quant	$582.1K 21.1K shares
FIRST MANHATTAN CO Institution	$414.0K 15.0K shares
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$315.9K 11.4K shares
IEQ CAPITAL, LLC RIA/Wealth	$242.2K 8.8K shares
S State of Alaska, Department of Revenue Institution	$19.6K 709.0 shares
Larson Financial Group LLC RIA/Wealth	$13.4K 485.0 shares
Q Quarry LP Institution	$8.2K 298.0 shares
O Optiver Holding B.V. Institution	$3.5K 128.0 shares

Exited Positions

Institution	Previous Position
LAZARD ASSET MANAGEMENT LLC Long Only Manager	$506.8K 17.9K shares
H HSBC HOLDINGS PLC Institution	$429.8K 15.2K shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Hedge Fund•Distressed	$248.9K 8.8K shares
INTECH INVESTMENT MANAGEMENT LLC Long Only Manager	$231.5K 8.2K shares
S SIMPLEX TRADING, LLC Institution	$18.1K 640.0 shares
P Point72 Asia Pte. Ltd. Institution	$2.1K 76.0 shares
C COMERICA BANK Institution	$1.2K 44.0 shares
S Stephens Consulting, LLC RIA/Wealth	$848.0 30.0 shares
C Covestor Ltd Institution	- 2.0 shares

Options Activity

Institutions with the largest Call and Put options positions in PGC as of Q3 2025

Call Positions: 1
Call Value: $306.4K
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$306.4K 111.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with PGC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
STRATEGIC VALUE BANK PARTNERS LLC Hedge Fund•Value	Josh Kaye CCO	7.43% $10.4M	2.15% 378.4K shares	Q4 2021 Held for 3y 11m	$140.6M
S SALZHAUER MICHAEL Institution	-	3.69% $7.0M	1.44% 254.6K shares	Q2 2016 Held for 9y 5m	$190.4M
B BANC FUNDS CO LLC Institution	-	2.11% $8.7M	1.79% 315.1K shares	≤ Q2 2013 Held for 12y 5m+	$411.3M
O Oppenheimer & Close, LLC Institution	-	0.72% $1.1M	0.22% 39.3K shares	Q3 2025 Held for 2 months	$150.2M
PHILADELPHIA TRUST CO Hedge Fund•Long/Short	Andrew Larkin Peek CEO	0.71% $9.8M	2.02% 356.0K shares	Q1 2016 Held for 9y 8m	$1.4B
SummerHaven Investment Management, LLC Long Only Manager	Kurt Jonathon Nelson CEO	0.45% $771.7K	0.16% 28.0K shares	Q3 2024 Held for 1y 2m	$170.9M
M MENDON CAPITAL ADVISORS CORP Hedge Fund•Sector	Anton Villars Schutz President	0.30% $670.0K	0.14% 24.3K shares	Q1 2025 Held for 8 months	$221.8M
PEAPACK GLADSTONE FINANCIAL CORP Institution	Douglas L. Kennedy CEO	0.21% $16.0M	3.28% 578.3K shares	≤ Q2 2013 Held for 12y 5m+	$7.5B
CACTI ASSET MANAGEMENT LLC RIA/Wealth	Joshua Steven Pechter CCO	0.10% $1.5M	0.31% 55.0K shares	≤ Q2 2013 Held for 12y 5m+	$1.5B
Numerai GP LLC Hedge Fund•Quant	Richard Malone Craib CEO	0.08% $582.1K	0.12% 21.1K shares	Q3 2025 Held for 2 months	$707.9M

Hedge Fund Spotlight

Discover hedge funds investing in PGC

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Peapack-Gladstone Financial

Market Value: $1.2M
Shares Held: 44.9K
Portfolio Weight: 0.00%
Owned Since: 2024-Q1

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%