JELD-WEN Holding
JELD
153 hedge funds and large institutions have $2.23B invested in JELD-WEN Holding in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 56 reducing their positions, and 18 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
16.31% more ownership
Funds ownership: 80.22% → 96.53% (+16%)
7% more capital invested
Capital invested by funds: $2.09B → $2.23B (+$139M)
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
5% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 56
1% more funds holding
Funds holding: 152 → 153 (+1)
40% less call options, than puts
Call options by funds: $1.84M | Put options by funds: $3.08M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCAM
Turtle Creek Asset Management
Toronto,
Ontario, Canada
|
+$212M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$33M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$32.4M |
| 4 |
JP Morgan Chase
New York
|
+$28.3M |
| 5 |
Pzena Investment Management
New York
|
+$22.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$38M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$23.9M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$15.8M |
| 4 |
EIP
Easterly Investment Partners
Beverly,
Massachusetts
|
-$12M |
| 5 |
Millennium Management
New York
|
-$10.3M |
JELD Hedge Fund Activity: Q3 2021 in Review
153 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q3 2021, worth a combined $2.23B — up 6.6% from $2.09B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new JELD positions and 18 closed out — a net gain of 1 holder — while 59 added to existing stakes and 56 trimmed.
The largest buyer was Turtle Creek Asset Management, opening a new position worth an estimated $212M. The largest seller was Wellington Management Group, cutting an estimated $38M.
- 153 institutional investors held JELD-WEN Holding (JELD) as of Q3 2021, up from 152 in Q2 2021.
- Funds reported $2.23B of JELD-WEN Holding stock for Q3 2021, up 6.6% quarter-over-quarter.
- 19 funds opened new JELD-WEN Holding positions in Q3 2021 and 18 closed out, a net change of +1 holder.
- The largest JELD-WEN Holding buyer in Q3 2021 was Turtle Creek Asset Management, an estimated $212M added.
- The largest JELD-WEN Holding seller in Q3 2021 was Wellington Management Group, an estimated $38M sold.
Based on aggregated 13F filings for Q3 2021.