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Janus International

114 hedge funds and large institutions have $1.08B invested in Janus International in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 43 increasing their positions, 23 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $2.98M | Put options by funds: $1.09M

87% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 23

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

11% more funds holding

Funds holding: 103114 (+11)

0.72% more ownership

Funds ownership: 80.94%81.66% (+0.72%)

27% less capital invested

Capital invested by funds: $1.48B → $1.08B (-$399M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
114
Holders Change
+11
Holders Change %
+10.68%
% of All Funds
1.8%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
35
Increased
43
Reduced
23
Closed
24
Calls
$2.98M
Puts
$1.09M
Net Calls
+$1.89M
Net Calls Change
-$9.76M
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1
Clearlake Capital Group
California
$486M
WA
2
Wasatch Advisors
Utah
$134M +$4.4M +433,236 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$50.5M +$22.3M +2,194,348 +64%
SM
4
Senvest Management
New York
$41.4M +$1.98M +194,968 +4%
BCP
5
Bayberry Capital Partners
New York
$36.9M +$6.6M +650,000 +19%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$27.6M +$312K +30,730 +1%
CRM
7
Cramer Rosenthal McGlynn
Connecticut
$24.4M -$6.37M -627,029 -19%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$24M -$162K -15,985 -0.6%
BCA
9
Bernzott Capital Advisors
California
$20.3M +$92.6K +9,120 +0.4%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$19.1M +$15.1M +1,490,721 New
JP Morgan Chase
11
JP Morgan Chase
New York
$17.6M +$17.1M +1,681,867 +608%
DC
12
Davenport & Co
Virginia
$17.5M +$1.92M +189,443 +11%
Millennium Management
13
Millennium Management
New York
$14.8M +$14M +1,382,631 +518%
CCM
14
Corsair Capital Management
New York
$12.1M -$5.51M -542,436 -29%
RCM
15
Ratan Capital Management
Florida
$11.9M -$18.7M -1,844,472 -58%
BAMCO Inc
16
BAMCO Inc
New York
$11.3M +$7.36M +724,575 +138%
SSA
17
Schonfeld Strategic Advisors
New York
$9.84M -$1.47M -144,919 -12%
BlackRock
18
BlackRock
New York
$8.55M +$23K +2,264 +0.2%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$6.9M +$7.79M +766,772 New
KCM
20
Kornitzer Capital Management
Kansas
$6.73M
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$6.67M -$278K -27,423 -4%
BL
22
BWCP LP
Texas
$6.55M +$738K +72,712 +11%
BL
23
Balentine LLC
Georgia
$4.5M +$5.08M +500,000 New
Geode Capital Management
24
Geode Capital Management
Massachusetts
$4.42M +$236K +23,279 +5%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$4.26M +$4.81M +473,202 New

JBI Hedge Fund Activity: Q1 2022 in Review

114 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Janus International (JBI) for Q1 2022, worth a combined $1.08B — down 27% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new JBI positions and 24 closed out — a net gain of 11 holders — while 43 added to existing stakes and 23 trimmed.

The largest buyer was Vanguard Group, adding an estimated $22.3M. The largest seller was Neuberger Berman Group, exiting entirely with an estimated $41.1M sold.

  • 114 institutional investors held Janus International (JBI) as of Q1 2022, up from 103 in Q4 2021.
  • Funds reported $1.08B of Janus International stock for Q1 2022, down 27% quarter-over-quarter.
  • 35 funds opened new Janus International positions in Q1 2022 and 24 closed out, a net change of +11 holders.
  • The largest Janus International buyer in Q1 2022 was Vanguard Group, an estimated $22.3M added.
  • The largest Janus International seller in Q1 2022 was Neuberger Berman Group, an estimated $41.1M sold.

Based on aggregated 13F filings for Q1 2022.