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PGTI

PGT, Inc.

Delisted

PGTI was delisted on the 27th of March, 2024.

204 hedge funds and large institutions have $1.35B invested in PGT, Inc. in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 79 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

547% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $2.26M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

5% less funds holding

Funds holding: 215204 (-11)

6% less capital invested

Capital invested by funds: $1.43B → $1.35B (-$88.3M)

25% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 79

33% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 33

Holders
204
Holders Change
-11
Holders Change %
-5.12%
% of All Funds
3.24%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
59
Reduced
79
Closed
33
Calls
$14.6M
Puts
$2.26M
Net Calls
+$12.4M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$245M -$9.15M -331,873 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$118M +$7.43M +269,699 +7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$99.2M +$7.44M +269,891 +8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$69.7M -$2.37M -85,974 -3%
CB
5
Cooke & Bieler
Pennsylvania
$59.2M -$9.35M -339,070 -14%
State Street
6
State Street
Massachusetts
$55.5M +$419K +15,191 +0.8%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$45.5M -$3.6M -130,586 -7%
Hudson Bay Capital Management
8
Hudson Bay Capital Management
Connecticut
$41.6M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$32M +$775K +28,119 +2%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.9M +$87.6K +3,179 +0.3%
CAM
11
Congress Asset Management
Massachusetts
$27.5M +$4.15M +150,720 +18%
Nomura Holdings
12
Nomura Holdings
Japan
$27.3M +$5.92M +214,938 +28%
SFM
13
Systematic Financial Management
New Jersey
$25.4M -$279K -10,108 -1%
Swedbank
14
Swedbank
Sweden
$19.4M -$5.51M -200,000 -22%
Renaissance Technologies
15
Renaissance Technologies
New York
$18.9M -$2.56M -93,006 -12%
Charles Schwab
16
Charles Schwab
California
$18.2M +$335K +12,139 +2%
RHJA
17
Rice Hall James & Associates
California
$17.5M -$295K -10,706 -2%
Northern Trust
18
Northern Trust
Illinois
$17.4M -$389K -14,108 -2%
N
19
Nuveen
North Carolina
$17.4M -$78.6K -2,851 -0.5%
KCM
20
Kornitzer Capital Management
Kansas
$15.5M
Bank of New York Mellon
21
Bank of New York Mellon
New York
$14.1M -$689K -24,985 -5%
SCM
22
Stadium Capital Management
Connecticut
$13M -$9.88M -358,517 -43%
Morgan Stanley
23
Morgan Stanley
New York
$13M -$2.55M -92,426 -17%
Boston Partners
24
Boston Partners
Massachusetts
$12.9M +$12.6M +456,906 New
PFC
25
Phocas Financial Corp
California
$10.7M +$2.26M +81,900 +27%

PGTI Hedge Fund Activity: Q3 2023 in Review

204 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PGT, Inc. (PGTI) for Q3 2023, worth a combined $1.35B — down 6.2% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PGTI and 22 opened new positions — a net loss of 11 holders — while 79 trimmed existing stakes and 59 added.

The largest buyer was Boston Partners, opening a new position worth an estimated $12.6M. The largest seller was Stadium Capital Management, cutting an estimated $9.88M.

  • 204 institutional investors held PGT, Inc. (PGTI) as of Q3 2023, down from 215 in Q2 2023.
  • Funds reported $1.35B of PGT, Inc. stock for Q3 2023, down 6.2% quarter-over-quarter.
  • 22 funds opened new PGT, Inc. positions in Q3 2023 and 33 closed out, a net change of -11 holders.
  • The largest PGT, Inc. buyer in Q3 2023 was Boston Partners, an estimated $12.6M added.
  • The largest PGT, Inc. seller in Q3 2023 was Stadium Capital Management, an estimated $9.88M sold.

Based on aggregated 13F filings for Q3 2023.