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JELD-WEN Holding

161 hedge funds and large institutions have $1.4B invested in JELD-WEN Holding in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 9

40% more capital invested

Capital invested by funds: $1B → $1.4B (+$399M)

26% more funds holding

Funds holding: 128161 (+33)

9% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $3.84M

0.15% more ownership

Funds ownership: 61.83%61.98% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

15% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 55

Holders
161
Holders Change
+33
Holders Change %
+25.78%
% of All Funds
3.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
42
Increased
47
Reduced
55
Closed
9
Calls
$4.18M
Puts
$3.84M
Net Calls
+$346K
Net Calls Change
-$247K
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$7.28M +$41.1K +2,011 +0.6%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$6.66M -$234K -11,414 -4%
CIP
28
Chartwell Investment Partners
Pennsylvania
$6.02M -$38.1K -1,862 -0.7%
KIM
29
Kestrel Investment Management
California
$5.59M +$293K +14,300 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
30
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.58M
AL
31
AJO LP
Pennsylvania
$5.37M +$4.87M +237,837 New
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$4.73M +$4.29M +209,488 New
RCMC
33
RK Capital Management (Colorado)
Colorado
$4.73M +$4.28M +209,200 New
JGC
34
J. Goldman & Co
New York
$4.32M +$3.91M +191,054 New
Goldman Sachs
35
Goldman Sachs
New York
$4.3M +$1.37M +66,724 +54%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$3.88M -$913K -44,600 -21%
Swiss National Bank
37
Swiss National Bank
Switzerland
$3.61M +$49.1K +2,400 +2%
MSL
38
Mackay Shields LLC
New York
$3.49M +$2.19M +107,100 +226%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$3.47M -$25.7K -1,256 -0.8%
Citadel Advisors
40
Citadel Advisors
Florida
$3.46M +$3.14M +153,336 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
41
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.04M +$2.75M +134,500 New
PPA
42
Parametric Portfolio Associates
Washington
$2.79M +$441K +21,548 +21%
JP Morgan Chase
43
JP Morgan Chase
New York
$2.6M +$239K +11,665 +11%
State of New Jersey Common Pension Fund D
44
State of New Jersey Common Pension Fund D
New Jersey
$2.41M +$2.19M +106,820 New
GKIM
45
GW&K Investment Management
Massachusetts
$2.38M -$74.4K -3,635 -3%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$2.38M -$378K -18,470 -15%
HAI
47
Hennessy Advisors Inc
California
$2.36M -$88K -4,300 -4%
Voloridge Investment Management
48
Voloridge Investment Management
Florida
$2.35M +$1.26M +61,765 +146%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$2.32M +$13.4K +657 +0.6%
KC
50
Kingfisher Capital
North Carolina
$2.25M +$234K +11,447 +13%

JELD Hedge Fund Activity: Q3 2020 in Review

161 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q3 2020, worth a combined $1.4B — up 40% from $1B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new JELD positions and 9 closed out — a net gain of 33 holders — while 47 added to existing stakes and 55 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $26M. The largest seller was Pzena Investment Management, cutting an estimated $58.2M.

  • 161 institutional investors held JELD-WEN Holding (JELD) as of Q3 2020, up from 128 in Q2 2020.
  • Funds reported $1.4B of JELD-WEN Holding stock for Q3 2020, up 40% quarter-over-quarter.
  • 42 funds opened new JELD-WEN Holding positions in Q3 2020 and 9 closed out, a net change of +33 holders.
  • The largest JELD-WEN Holding buyer in Q3 2020 was Wellington Management Group, an estimated $26M added.
  • The largest JELD-WEN Holding seller in Q3 2020 was Pzena Investment Management, an estimated $58.2M sold.

Based on aggregated 13F filings for Q3 2020.