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JELD-WEN Holding

169 hedge funds and large institutions have $2.28B invested in JELD-WEN Holding in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more call options, than puts

Call options by funds: $3.66M | Put options by funds: $881K

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

31% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 49

10% more funds holding

Funds holding: 153169 (+16)

3% more capital invested

Capital invested by funds: $2.23B → $2.28B (+$56.3M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.95% less ownership

Funds ownership: 96.53%94.58% (-1.9%)

Holders
169
Holders Change
+16
Holders Change %
+10.46%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
35
Increased
64
Reduced
49
Closed
18
Calls
$3.66M
Puts
$881K
Net Calls
+$2.78M
Net Calls Change
+$4.03M
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
26
Fort Washington Investment Advisors
Ohio
$13.1M +$766K +29,523 +6%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$10.5M +$1.06M +40,791 +11%
Prudential Financial
28
Prudential Financial
New Jersey
$10M -$4.44M -171,050 -31%
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$8.47M -$384K -14,800 -4%
N
30
Nuveen
North Carolina
$7.41M -$331K -12,774 -4%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$7.32M -$5.86M -225,853 -45%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$6.9M -$59.8K -2,306 -0.9%
CIP
33
Chartwell Investment Partners
Pennsylvania
$5.95M -$118K -4,537 -2%
Swiss National Bank
34
Swiss National Bank
Switzerland
$5.37M
Goldman Sachs
35
Goldman Sachs
New York
$4.8M -$9.82M -378,804 -68%
Barclays
36
Barclays
United Kingdom
$4.7M +$1.51M +58,106 +48%
IM
37
Islet Management
New York
$4.39M -$2.98M -115,000 -41%
Invesco
38
Invesco
Georgia
$4.25M -$269K -10,375 -6%
Primecap Management
39
Primecap Management
California
$3.86M +$366K +14,100 +11%
CSS
40
Cubist Systematic Strategies
Connecticut
$3.83M -$273K -10,545 -7%
ECM
41
ExodusPoint Capital Management
New York
$3.68M +$239K +9,225 +7%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$3.37M +$169K +6,515 +5%
BC
43
Beaconlight Capital
New York
$3.15M -$3.16M -121,866 -50%
Man Group
44
Man Group
United Kingdom
$3.03M +$639K +24,630 +27%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$2.95M +$165K +6,347 +6%
First Trust Advisors
46
First Trust Advisors
Illinois
$2.83M +$354K +13,655 +15%
GKIM
47
GW&K Investment Management
Massachusetts
$2.68M -$79.3K -3,056 -3%
Stifel Financial
48
Stifel Financial
Missouri
$2.63M +$2.59M +99,832 New
Legal & General Group
49
Legal & General Group
United Kingdom
$2.51M +$470K +18,141 +24%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$2.44M +$14.3K +550 +0.6%

JELD Hedge Fund Activity: Q4 2021 in Review

169 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q4 2021, worth a combined $2.28B — up 2.5% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new JELD positions and 18 closed out — a net gain of 17 holders — while 64 added to existing stakes and 49 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.9M. The largest seller was Wellington Management Group, cutting an estimated $35.9M.

  • 169 institutional investors held JELD-WEN Holding (JELD) as of Q4 2021, up from 153 in Q3 2021.
  • Funds reported $2.28B of JELD-WEN Holding stock for Q4 2021, up 2.5% quarter-over-quarter.
  • 35 funds opened new JELD-WEN Holding positions in Q4 2021 and 18 closed out, a net change of +17 holders.
  • The largest JELD-WEN Holding buyer in Q4 2021 was Morgan Stanley, an estimated $18.9M added.
  • The largest JELD-WEN Holding seller in Q4 2021 was Wellington Management Group, an estimated $35.9M sold.

Based on aggregated 13F filings for Q4 2021.