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JELD-WEN Holding
JELD

152 hedge funds and large institutions have $2.09B invested in JELD-WEN Holding in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 40 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

85% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 40

25% more call options, than puts

Call options by funds: $5.32M | Put options by funds: $4.27M

10.41% more ownership

Funds ownership: 69.81% → 80.22% (+10%)

7% more capital invested

Capital invested by funds: $1.95B → $2.09B (+$134M)

5% less funds holding

Funds holding: 160 → 152 (-8)

29% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 28

Holders
152
Holders Change
-8
Holders Change %
-5%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
74
Reduced
40
Closed
28
Calls
$5.32M
Puts
$4.27M
Net Calls
+$1.05M
Net Calls Change
+$2.38M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$111M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$37.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$33.4M
4
Pzena Investment Management
Pzena Investment Management
New York
+$29.7M
5
BlackRock
BlackRock
New York
+$25.2M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$24.8M
2
Morgan Stanley
Morgan Stanley
New York
-$24.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$16.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$13M
5
CCM
CAAS Capital Management
New York
-$9.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWIA
26
Fort Washington Investment Advisors
Ohio
$10.7M -$5.57M -196,857 -33%
Millennium Management
27
Millennium Management
New York
$10.4M +$4.98M +175,955 +80%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$8.87M +$1.1M +38,984 +13%
N
29
Nuveen
North Carolina
$8.69M +$943K +33,309 +11%
BC
30
Beaconlight Capital
New York
$8.42M +$581K +20,535 +7%
LCP
31
LGT Capital Partners
Switzerland
$8.27M +$1.41M +50,000 +19%
Goldman Sachs
32
Goldman Sachs
New York
$8.01M +$994K +35,111 +13%
SM
33
Soapstone Management
Maryland
$7.66M +$1.55M +54,916 +23%
Renaissance Technologies
34
Renaissance Technologies
New York
$7.42M -$1.3M -45,917 -14%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$7.09M +$728K +25,727 +11%
CIP
36
Chartwell Investment Partners
Pennsylvania
$6.88M -$68.1K -2,407 -0.9%
PCM
37
Pinz Capital Management
New York
$5.98M +$2.2M +77,837 +52%
Hudson Bay Capital Management
38
Hudson Bay Capital Management
Connecticut
$5.78M +$6.23M +220,000 New
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$5.54M -$16.9M -598,517 -74%
GCM
40
Ghisallo Capital Management
Massachusetts
$4.93M +$5.31M +187,688 New
LP
41
LMR Partners
United Kingdom
$4.6M +$707K +25,000 +17%
ECM
42
ExodusPoint Capital Management
New York
$4.09M -$1.49M -52,580 -25%
Swiss National Bank
43
Swiss National Bank
Switzerland
$4.09M -$156K -5,500 -3%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$3.74M -$716K -25,300 -15%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$3.45M -$272K -9,628 -7%
PPA
46
Parametric Portfolio Associates
Washington
$3.2M +$137K +4,828 +4%
SCM
47
Segantii Capital Management
Hong Kong
$3.15M +$3.4M +120,000 New
Primecap Management
48
Primecap Management
California
$3.12M +$2.55M +90,000 +311%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$3.04M +$378K +13,368 +13%
Verition Fund Management
50
Verition Fund Management
Connecticut
$3.02M +$3.26M +115,172 New
1
2
3 4 5

JELD Hedge Fund Activity: Q2 2021 in Review

152 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q2 2021, worth a combined $2.09B — up 6.9% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of JELD and 20 opened new positions — a net loss of 8 holders — while 40 trimmed existing stakes and 74 added.

The largest buyer was Fidelity Investments, adding an estimated $111M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $24.8M sold.

  • 152 institutional investors held JELD-WEN Holding (JELD) as of Q2 2021, down from 160 in Q1 2021.
  • Funds reported $2.09B of JELD-WEN Holding stock for Q2 2021, up 6.9% quarter-over-quarter.
  • 20 funds opened new JELD-WEN Holding positions in Q2 2021 and 28 closed out, a net change of -8 holders.
  • The largest JELD-WEN Holding buyer in Q2 2021 was Fidelity Investments, an estimated $111M added.
  • The largest JELD-WEN Holding seller in Q2 2021 was Balyasny Asset Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q2 2021.