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PGEM

Ply Gem Holdings, Inc.
PGEM

Delisted

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

90 hedge funds and large institutions have $245M invested in Ply Gem Holdings, Inc. in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

8% more capital invested

Capital invested by funds: $226M → $245M (+$19M)

2% less funds holding

Funds holding: 9290 (-2)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

61% less call options, than puts

Call options by funds: $41K | Put options by funds: $106K

Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
2.36%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
13
Increased
33
Reduced
29
Closed
15
Calls
$41K
Puts
$106K
Net Calls
-$65K
Net Calls Change
-$39K
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Raging Capital Management
New Jersey
$46.3M +$2.6M +208,736 +6%
RCM
2
Rutabaga Capital Management
Massachusetts
$25.5M +$2.9M +233,327 +13%
Invesco
3
Invesco
Georgia
$18.7M +$131K +10,503 +0.7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$17.5M +$345K +27,708 +2%
WC
5
Walthausen & Co
New York
$16.9M -$341K -27,405 -2%
RA
6
Royce & Associates
New York
$11.3M +$375K +30,100 +3%
PCMI
7
Paradigm Capital Management Inc
New York
$11.1M +$2.39M +191,965 +28%
GC
8
GMT Capital
Georgia
$9.45M -$6.76M -542,789 -42%
NGA
9
New Generation Advisors
Massachusetts
$8.83M -$171K -13,737 -2%
FG
10
Formula Growth
Quebec, Canada
$7.12M +$7.07M +567,987 New
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$6.81M +$1.57M +126,379 +30%
BFA
12
BlackRock Fund Advisors
California
$6.59M +$209K +16,796 +3%
Northern Trust
13
Northern Trust
Illinois
$5.37M +$67.2K +5,399 +1%
KCM
14
Kennedy Capital Management
Missouri
$4.56M -$28K -2,245 -0.6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.17M +$375K +30,134 +10%
BIT
16
BlackRock Institutional Trust
California
$4.07M +$334K +26,852 +9%
KCP
17
KDI Capital Partners
North Carolina
$3.97M +$3.94M +316,389 New
State Street
18
State Street
Massachusetts
$3.65M +$10.6K +852 +0.3%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$3.51M
SIM
20
Spark Investment Management
New York
$3.08M +$552K +44,300 +22%
Millennium Management
21
Millennium Management
New York
$3M +$322K +25,887 +12%
Renaissance Technologies
22
Renaissance Technologies
New York
$2.55M +$850K +68,300 +51%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$1.59M +$28.1K +2,255 +2%
WA
24
Whitebox Advisors
Minnesota
$1.33M +$1.32M +106,149 New
BC
25
Brookfield Corp
Ontario, Canada
$1.25M -$1.42M -114,065 -53%

PGEM Hedge Fund Activity: Q4 2015 in Review

90 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Ply Gem Holdings, Inc. (PGEM) for Q4 2015, worth a combined $245M — up 8.4% from $226M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of PGEM and 13 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 33 added.

The largest buyer was KDI Capital Partners, opening a new position worth an estimated $3.94M. The largest seller was GMT Capital, cutting an estimated $6.76M.

  • 90 institutional investors held Ply Gem Holdings, Inc. (PGEM) as of Q4 2015, down from 92 in Q3 2015.
  • Funds reported $245M of Ply Gem Holdings, Inc. stock for Q4 2015, up 8.4% quarter-over-quarter.
  • 13 funds opened new Ply Gem Holdings, Inc. positions in Q4 2015 and 15 closed out, a net change of -2 holders.
  • The largest Ply Gem Holdings, Inc. buyer in Q4 2015 was KDI Capital Partners, an estimated $3.94M added.
  • The largest Ply Gem Holdings, Inc. seller in Q4 2015 was GMT Capital, an estimated $6.76M sold.

Based on aggregated 13F filings for Q4 2015.