Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Peapack-Gladstone Finl Corp (PGC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
7Q ▲
Buyers last Q
53%

Smart Money Signals — PGC

Based on 162 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 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
162 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 — +17% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

80 buying71 selling
Last quarter: 80 funds bought or added vs 71 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 (+9 vs last Q)

new funds entering per quarter
Funds opening a new PGC position: 15 → 13 → 19 → 28. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 17% medium ■ 19% new
103 out of 162 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.
🚀

Acceleration phase — new buyers rushing in

20 → 15 → 13 → 19 → 28 new funds/Q
New funds entering each quarter: 15 → 13 → 19 → 28. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 10% 1-2yr ■ 23% new
Of 163 current holders: 109 (67%) 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.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
46 of 162 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — PGC

In 2026 Q1, 80 hedge funds were net buyers of PGC (28 opened a new position, 52 added to an existing one), while 71 reduced or exited (52 trimmed, 19 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 39% of total institutional value in PGC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 162.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Peapack-Gladstone Finl Corp (PGC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PGC has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 73d ago
PGC
+31.4%
XLF
+6.6%

PGC outperformed XLF by +24.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 28d ago
PGC
+10.6%
XLF
+3.0%

Since the filing became public, PGC outperformed XLF by +7.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 2 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: PGC
162 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 162 153 5.88%
13F Shares 13M 13M 3.08%
Total Value $403M $355M 13.48%
New Positions 28 19 +9
Increased Positions 51 61 -10
Closed Positions 19 13 +6
Reduced Positions 52 47 +5
Total Calls 2 1 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PGC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

162 + investors

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

QUARTER:
Top 25 PGC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Strategic Value Bank Partners LLC 7.16% 378,416 $13.3M
2 Salzhauer Michael 4.24% 255,739 $9.0M
3 Oppenheimer & Close, LLC 2.77% 124,936 $4.4M
4 Banc Funds Co LLC 1.80% 273,947 $9.6M
5 SummerHaven Investment Management, LLC 0.54% 24,893 $876K
6 PL Capital Advisors, LLC 0.48% 45,500 $1.6M
7 Watershed Asset Management, L.L.C. 0.48% 13,154 $463K
8 Basswood Capital Management, L.L.C. 0.32% 195,520 $6.9M
9 Ellsworth Advisors, LLC 0.16% 24,384 $859K
10 Cacti Asset Management LLC 0.12% 55,000 $1.9M
11 Numerai GP LLC 0.12% 33,164 $1.2M
12 Mendon Capital Advisors Corp 0.12% 8,460 $298K
13 Bridgeway Capital Management, LLC 0.08% 119,339 $4.2M
14 Elk River Wealth Management LLC 0.08% 12,900 $454K
15 Inceptionr LLC 0.06% 6,796 $239K
16 Martingale Asset Management L P 0.04% 41,751 $1.5M
17 AlphaQuest LLC 0.04% 22,815 $635K
18 Brooklyn Investment Group 0.03% 25,366 $893K
19 Inscription Capital, LLC 0.03% 7,536 $265K
20 Brown Advisory Inc 0.03% 456,266 $16.1M
21 Transcend Capital Advisors, LLC 0.03% 9,353 $329K
22 Occudo Quantitative Strategies LP 0.02% 10,806 $451K
23 IFP Advisors, Inc 0.02% 32,634 $1.1M
24 Hotchkis & Wiley Capital Management LLC 0.02% 217,050 $7.6M
25 Gamco Investors, INC. Et Al 0.02% 62,910 $2.2M
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 — 7 quarters in a row: For 7 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 — 53% buying: Last quarter: 80 funds bought or added vs 71 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?

Strong quality — 39% AUM from major funds: 46 of 162 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PGC?

64% of holders stayed for 2+ years: 103 out of 162 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.

Is it too late to buy Peapack-Gladstone Finl Corp (PGC) following the 2026 Q1 hedge fund 13F filings?

As of today, PGC has moved +10.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.0% for the XLF sector ETF — an outperformance of +7.6%. Since the quarter end (March 31, 2026), PGC has gained +31.4% vs +6.6% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →