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JELD-WEN Holding

183 hedge funds and large institutions have $1.59B invested in JELD-WEN Holding in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 66 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

848% more call options, than puts

Call options by funds: $4.42M | Put options by funds: $466K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

46% more capital invested

Capital invested by funds: $1.09B → $1.59B (+$500M)

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

3.01% more ownership

Funds ownership: 95.89%98.9% (+3%)

3% more funds holding

Funds holding: 178183 (+5)

3% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 66

Holders
183
Holders Change
+5
Holders Change %
+2.81%
% of All Funds
2.67%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
30
Increased
68
Reduced
66
Closed
25
Calls
$4.42M
Puts
$466K
Net Calls
+$3.95M
Net Calls Change
+$74K
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$7.84M -$6.19M -416,731 -50%
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$6.85M -$1.17M -79,000 -18%
PAM
28
Panagora Asset Management
Massachusetts
$6.64M +$501K +33,695 +11%
Primecap Management
29
Primecap Management
California
$6.39M -$134K -9,000 -3%
EF
30
Empowered Funds
Pennsylvania
$6.28M +$1.27M +85,455 +35%
Goldman Sachs
31
Goldman Sachs
New York
$6.06M -$1.38M -93,015 -22%
AQR Capital Management
32
AQR Capital Management
Connecticut
$6M +$547K +36,793 +13%
Assenagon Asset Management
33
Assenagon Asset Management
Luxembourg
$5.94M +$844K +56,807 +22%
KOCAA
34
Knights of Columbus Asset Advisors
Connecticut
$5.72M +$2.67M +179,998 +147%
LSV Asset Management
35
LSV Asset Management
Illinois
$4.98M
DIM
36
DC Investments Management
Virginia
$4.91M +$3.87M +260,246 New
OAM
37
Oberweis Asset Management
Illinois
$4.91M +$190K +12,800 +5%
PI
38
Putnam Investments
Massachusetts
$4.78M +$2.74M +184,458 +268%
First Eagle Investment Management
39
First Eagle Investment Management
New York
$4.75M +$1.87M +125,837 +100%
Citadel Advisors
40
Citadel Advisors
Florida
$4.36M +$2.55M +171,614 +290%
JP Morgan Chase
41
JP Morgan Chase
New York
$4.28M -$426K -28,696 -11%
Barclays
42
Barclays
United Kingdom
$3.93M +$1.59M +107,111 +106%
Swiss National Bank
43
Swiss National Bank
Switzerland
$3.17M -$281K -18,900 -10%
PCM
44
Prelude Capital Management
New York
$3.1M +$1.23M +82,542 +101%
First Trust Advisors
45
First Trust Advisors
Illinois
$3.09M +$2.43M +163,538 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$3.06M +$648K +43,578 +37%
Voloridge Investment Management
47
Voloridge Investment Management
Florida
$3M -$999K -67,208 -30%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$2.89M +$226K +15,223 +11%
Massachusetts Financial Services
49
Massachusetts Financial Services
Massachusetts
$2.74M -$68.2K -4,590 -3%
UBS Group
50
UBS Group
Switzerland
$2.68M +$801K +53,878 +61%

JELD Hedge Fund Activity: Q4 2023 in Review

183 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q4 2023, worth a combined $1.59B — up 46% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new JELD positions and 25 closed out — a net gain of 5 holders — while 68 added to existing stakes and 66 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $20.1M. The largest seller was Nuveen, cutting an estimated $6.19M.

  • 183 institutional investors held JELD-WEN Holding (JELD) as of Q4 2023, up from 178 in Q3 2023.
  • Funds reported $1.59B of JELD-WEN Holding stock for Q4 2023, up 46% quarter-over-quarter.
  • 30 funds opened new JELD-WEN Holding positions in Q4 2023 and 25 closed out, a net change of +5 holders.
  • The largest JELD-WEN Holding buyer in Q4 2023 was Morgan Stanley, an estimated $20.1M added.
  • The largest JELD-WEN Holding seller in Q4 2023 was Nuveen, an estimated $6.19M sold.

Based on aggregated 13F filings for Q4 2023.