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PGEM

Ply Gem Holdings, Inc.
PGEM

Delisted

PGEM was delisted on the 11th of April, 2018.

69 hedge funds and large institutions have $355M invested in Ply Gem Holdings, Inc. in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,184% more call options, than puts

Call options by funds: $9.18M | Put options by funds: $126K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

40% more capital invested

Capital invested by funds: $253M → $355M (+$101M)

9% less funds holding

Funds holding: 7669 (-7)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

Holders
69
Holders Change
-7
Holders Change %
-9.21%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
18
Increased
20
Reduced
25
Closed
25
Calls
$9.18M
Puts
$126K
Net Calls
+$9.05M
Net Calls Change
+$8.97M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$64.2M +$8.18M +507,714 +17%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$47.3M +$34.3M +2,126,042 +427%
BAMCO Inc
3
BAMCO Inc
New York
$35.3M +$141K +8,780 +0.5%
Citadel Advisors
4
Citadel Advisors
Florida
$33M -$3.87M -240,081 -12%
Vanguard Group
5
Vanguard Group
Pennsylvania
$16.7M +$3.06M +190,088 +26%
WA
6
Whippoorwill Associates
New York
$16M +$14.3M +884,813 New
LPC
7
Long Pond Capital
New York
$14.3M -$3.45M -214,311 -21%
WAM
8
Watershed Asset Management
California
$9.76M
BFA
9
BlackRock Fund Advisors
California
$7.06M -$334K -20,737 -5%
PCMI
10
Paradigm Capital Management Inc
New York
$7.04M +$6.29M +390,600 New
PCM
11
Proxima Capital Management
New York
$6.98M -$1.82M -113,032 -23%
PCM
12
Penn Capital Management
Pennsylvania
$6.9M +$6.16M +382,573 New
KCP
13
Kortright Capital Partners
New York
$6.61M +$5.91M +366,770 New
AM
14
Appaloosa Management
Florida
$6.21M -$1.54M -95,627 -22%
BA
15
BlackRock Advisors
Delaware
$6.04M +$1.48M +91,643 +38%
BIT
16
BlackRock Institutional Trust
California
$5.95M -$8M -496,489 -60%
KCM
17
Kennedy Capital Management
Missouri
$5.85M +$5.23M +324,694 New
GAM
18
Goldentree Asset Management
New York
$4.99M +$1.77M +109,780 +66%
State Street
19
State Street
Massachusetts
$4.21M +$321K +19,949 +9%
U
20
UBS
Switzerland
$4.01M -$1.22M -75,626 -25%
Northern Trust
21
Northern Trust
Illinois
$3.98M -$71.6K -4,442 -2%
TG
22
TCW Group
California
$3.69M -$754K -46,792 -19%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$3.47M -$824K -51,135 -21%
BCM
24
Basswood Capital Management
New York
$3.46M +$3.09M +191,953 New
SONJCPFA
25
State of New Jersey Common Pension Fund A
New Jersey
$3.34M

PGEM Hedge Fund Activity: Q4 2013 in Review

69 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Ply Gem Holdings, Inc. (PGEM) for Q4 2013, worth a combined $355M — up 40% from $253M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PGEM and 18 opened new positions — a net loss of 7 holders — while 25 trimmed existing stakes and 20 added.

The largest buyer was Fidelity Investments, adding an estimated $34.3M. The largest seller was KDI Capital Partners, exiting entirely with an estimated $8.46M sold.

  • 69 institutional investors held Ply Gem Holdings, Inc. (PGEM) as of Q4 2013, down from 76 in Q3 2013.
  • Funds reported $355M of Ply Gem Holdings, Inc. stock for Q4 2013, up 40% quarter-over-quarter.
  • 18 funds opened new Ply Gem Holdings, Inc. positions in Q4 2013 and 25 closed out, a net change of -7 holders.
  • The largest Ply Gem Holdings, Inc. buyer in Q4 2013 was Fidelity Investments, an estimated $34.3M added.
  • The largest Ply Gem Holdings, Inc. seller in Q4 2013 was KDI Capital Partners, an estimated $8.46M sold.

Based on aggregated 13F filings for Q4 2013.