Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PEAPACK-GLADSTONE FINL CORP (PGC)

149 + Investors. Track Smart Money conviction in PGC. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
6Q ▲
Buyers last Q
56%

Smart Money Signals — PGC

Based on 148 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added PGC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
148 hedge funds hold PGC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

78 buying61 selling
Last quarter: 78 funds bought or added vs 61 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new PGC position: 19 → 15 → 12 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

68% conviction (2yr+) 16% medium 17% new
100 out of 148 hedge funds have held PGC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~19 new funds/quarter

21 → 19 → 15 → 12 → 19 new funds/Q
New funds entering each quarter: 19 → 15 → 12 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 70% of holders stayed 2+ years

70% veterans 11% 1-2yr 19% new
Of 149 current holders: 104 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
32 of 148 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in PGC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: PGC

How many hedge funds hold PGC — quarterly history vs. share price
Quarterly hedge fund ownership of PGC vs. share price

Market Analysis: PGC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PGC

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

31 top-rated funds 1 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: PGC
2026 Q1 Stats Unlock in 22 days 149 + Investors

Track Smart Money conviction in PGC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 149 143 4.2%
13F Shares 12M 12M -0.91%
Total Value $344M $344M -0.04%
New Positions 19 12 +7
Increased Positions 61 57 +4
Closed Positions 13 9 +4
Reduced Positions 48 50 -2
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PGC

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

149 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PGC. Verified SEC 13F-HR filings.

Top 23 institutional holders of PGC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SummerHaven Investment Management, LLC 0.54% 24,893 $876K
2 Ellsworth Advisors, LLC 0.16% 24,384 $859K
3 CACTI ASSET MANAGEMENT LLC 0.12% 55,000 $1.9M
4 Elk River Wealth Management LLC 0.08% 12,900 $454K
5 Inscription Capital, LLC 0.03% 7,536 $265K
6 IFP Advisors, Inc 0.02% 32,634 $1.1M
7 Y-Intercept (Hong Kong) Ltd 0.01% 18,118 $638K
8 Aaron Wealth Advisors LLC 0.01% 5,800 $204K
9 Versant Capital Management, Inc 0.00% 859 $30K
10 STRS OHIO 0.00% 18,100 $637K
11 ALBION FINANCIAL GROUP /UT 0.00% 1,082 $38K
12 Merit Financial Group, LLC 0.00% 6,241 $220K
13 OP Asset Management Ltd 0.00% 3,291 $134K
14 State of Alaska, Department of Revenue 0.00% 3,768
15 Spire Wealth Management 0.00% 821 $29K
16 True Wealth Design, LLC 0.00% 58 $2K
17 GAMMA Investing LLC 0.00% 236 $8K
18 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 0.00% 840 $32K
19 Sterling Capital Management LLC 0.00% 354 $12K
20 SG Americas Securities, LLC 0.00% 3,153
21 SIGNATUREFD, LLC 0.00% 194 $7K
22 Farther Finance Advisors, LLC 0.00% 208 $7K
23 Root Financial Partners, LLC 0.00% 25
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PEAPACK-GLADSTONE FINL CORP (PGC)

What does the Smart Money Trend signal show for PGC?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added PGC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PGC?

Slight buying edge — 56% buying: Last quarter: 78 funds bought or added vs 61 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PGC holders?

Elite ownership — 43% AUM from top-100 funds: 32 of 148 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in PGC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PGC?

68% of holders stayed for 2+ years: 100 out of 148 hedge funds have held PGC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.