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JELD-WEN Holding
JELD

134 hedge funds and large institutions have $1.19B invested in JELD-WEN Holding in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 41

0.59% more ownership

Funds ownership: 60.66% → 61.25% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

8% less funds holding

Funds holding: 146 → 134 (-12)

8% less capital invested

Capital invested by funds: $1.3B → $1.19B (-$109M)

44% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 27

Holders
134
Holders Change
-12
Holders Change %
-8.22%
% of All Funds
2.94%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
15
Increased
50
Reduced
41
Closed
27
Calls
$6.03M
Puts
–
Net Calls
+$6.03M
Net Calls Change
+$2.62M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$47.2M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$12.7M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$11.4M
4
Goldman Sachs
Goldman Sachs
New York
+$4.97M
5
CRM
Cramer Rosenthal McGlynn
Connecticut
+$4.25M

Top Sellers

1
HP
Hound Partners
New York
-$37.9M
2
SCA
Southpoint Capital Advisors
New York
-$13.2M
3
ELI
Empire Life Investments
Ontario, Canada
-$11.7M
4
RCM
Raging Capital Management
New Jersey
-$10.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$7.09M -$97.2K -5,026 -1%
Renaissance Technologies
27
Renaissance Technologies
New York
$6.75M +$2.41M +124,600 +55%
N
28
Nuveen
North Carolina
$5.92M -$5.13M -265,541 -46%
KIM
29
Kestrel Investment Management
California
$5.49M -$23.2K -1,200 -0.4%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$4.29M -$671K -34,700 -13%
HCM
31
Hahn Capital Management
California
$3.64M -$16.3K -845 -0.4%
LCP
32
LGT Capital Partners
Switzerland
$3.55M +$773K +40,000 +28%
Two Sigma Investments
33
Two Sigma Investments
New York
$3.42M -$4.95M -255,885 -59%
CF
34
CNA Financial
Illinois
$3.39M – – –
DnB Asset Management
35
DnB Asset Management
Norway
$3.25M -$445K -23,013 -12%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$2.92M -$149K -7,682 -5%
VCM
37
Venator Capital Management
Ontario, Canada
$2.89M -$135K -7,000 -4%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$2.41M +$1.57M +81,439 +187%
JP Morgan Chase
39
JP Morgan Chase
New York
$2.39M +$1.95M +100,892 +441%
Swiss National Bank
40
Swiss National Bank
Switzerland
$2.37M -$36.7K -1,900 -2%
GKIM
41
GW&K Investment Management
Massachusetts
$2.36M +$687K +35,558 +41%
LSV Asset Management
42
LSV Asset Management
Illinois
$2.27M +$2.27M +117,500 New
Wells Fargo
43
Wells Fargo
California
$2.24M -$36.6K -1,891 -2%
PPA
44
Parametric Portfolio Associates
Washington
$2.21M +$666K +34,435 +43%
Man Group
45
Man Group
United Kingdom
$2.11M +$2.12M +109,606 New
State of New Jersey Common Pension Fund D
46
State of New Jersey Common Pension Fund D
New Jersey
$2.08M +$2.09M +107,900 New
Prudential Financial
47
Prudential Financial
New Jersey
$2.07M +$1.78M +92,237 +618%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$2.03M +$22.5K +1,164 +1%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$2.02M +$719K +37,200 +55%
RC
50
RBF Capital
California
$1.93M – – –
1
2
3 4 5

JELD Hedge Fund Activity: Q3 2019 in Review

134 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q3 2019, worth a combined $1.19B — down 8.4% from $1.3B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of JELD and 15 opened new positions — a net loss of 12 holders — while 41 trimmed existing stakes and 50 added.

The largest buyer was Wellington Management Group, adding an estimated $47.2M. The largest seller was Hound Partners, cutting an estimated $37.9M.

  • 134 institutional investors held JELD-WEN Holding (JELD) as of Q3 2019, down from 146 in Q2 2019.
  • Funds reported $1.19B of JELD-WEN Holding stock for Q3 2019, down 8.4% quarter-over-quarter.
  • 15 funds opened new JELD-WEN Holding positions in Q3 2019 and 27 closed out, a net change of -12 holders.
  • The largest JELD-WEN Holding buyer in Q3 2019 was Wellington Management Group, an estimated $47.2M added.
  • The largest JELD-WEN Holding seller in Q3 2019 was Hound Partners, an estimated $37.9M sold.

Based on aggregated 13F filings for Q3 2019.