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JELD-WEN Holding
JELD

167 hedge funds and large institutions have $759M invested in JELD-WEN Holding in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 57 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 57

7% more capital invested

Capital invested by funds: $708M → $759M (+$50.2M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 168 → 167 (-1)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

1.1% less ownership

Funds ownership: 96.08% → 94.98% (-1.1%)

76% less call options, than puts

Call options by funds: $413K | Put options by funds: $1.71M

Holders
167
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
64
Reduced
57
Closed
30
Calls
$413K
Puts
$1.71M
Net Calls
-$1.29M
Net Calls Change
+$584K

Top Buyers

Rank Fund Capital Flow
1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$8.5M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$6.13M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.81M
4
N
Nuveen
North Carolina
+$4.97M
5
TCAM
Turtle Creek Asset Management
Ontario, Canada
+$4.08M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.1M
2
Millennium Management
Millennium Management
New York
-$6.87M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.73M
4
Marshall Wace
Marshall Wace
United Kingdom
-$6.13M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$4.81M +$1.33M +137,173 +38%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$4.55M +$634K +65,329 +16%
Voloridge Investment Management
28
Voloridge Investment Management
Florida
$4.01M +$574K +59,114 +17%
First Trust Advisors
29
First Trust Advisors
Illinois
$3.84M +$1.81M +186,360 +88%
Primecap Management
30
Primecap Management
California
$3.44M +$705K +72,700 +26%
ICM
31
Invenomic Capital Management
Massachusetts
$3.42M -$183K -18,817 -5%
SM
32
Soapstone Management
Maryland
$3.38M – – –
Two Sigma Investments
33
Two Sigma Investments
New York
$2.63M -$147K -15,188 -5%
Nordea Investment Management
34
Nordea Investment Management
Sweden
$2.41M -$58.7K -6,049 -2%
Goldman Sachs
35
Goldman Sachs
New York
$2.24M -$342K -35,200 -13%
Federated Hermes
36
Federated Hermes
Pennsylvania
$2M +$590K +60,804 +41%
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.96M -$29.1K -3,000 -1%
Invesco
38
Invesco
Georgia
$1.85M +$456K +47,026 +33%
Victory Capital Management
39
Victory Capital Management
Texas
$1.83M +$1.64M +169,168 +818%
Ameriprise
40
Ameriprise
Minnesota
$1.73M +$270K +27,787 +18%
Citadel Advisors
41
Citadel Advisors
Florida
$1.45M -$6.73M -694,040 -82%
EGM
42
Engineers Gate Manager
New York
$1.35M +$19.1K +1,973 +1%
Assenagon Asset Management
43
Assenagon Asset Management
Luxembourg
$1.28M – – –
MA
44
Mutual Advisors
Nebraska
$1.21M +$32.7K +3,372 +3%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$1.18M -$7.12K -734 -0.6%
RJA
46
Raymond James & Associates
Florida
$1.14M +$463K +47,762 +68%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$1.03M -$13.2K -1,360 -1%
GLA
48
Great Lakes Advisors
Illinois
$1.02M -$361K -37,207 -26%
CS
49
Credit Suisse
Switzerland
$952K +$167K +17,262 +21%
JP Morgan Chase
50
JP Morgan Chase
New York
$942K +$94.9K +9,776 +11%
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JELD Hedge Fund Activity: Q4 2022 in Review

167 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q4 2022, worth a combined $759M — up 7.1% from $708M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of JELD and 29 opened new positions — a net loss of 1 holder — while 57 trimmed existing stakes and 64 added.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $8.5M. The largest seller was Fidelity Investments, cutting an estimated $11.1M.

  • 167 institutional investors held JELD-WEN Holding (JELD) as of Q4 2022, down from 168 in Q3 2022.
  • Funds reported $759M of JELD-WEN Holding stock for Q4 2022, up 7.1% quarter-over-quarter.
  • 29 funds opened new JELD-WEN Holding positions in Q4 2022 and 30 closed out, a net change of -1 holder.
  • The largest JELD-WEN Holding buyer in Q4 2022 was Fuller & Thaler Asset Management, an estimated $8.5M added.
  • The largest JELD-WEN Holding seller in Q4 2022 was Fidelity Investments, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2022.