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JELD-WEN Holding

184 hedge funds and large institutions have $1.75B invested in JELD-WEN Holding in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,543% more call options, than puts

Call options by funds: $34.1M | Put options by funds: $605K

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

10% more capital invested

Capital invested by funds: $1.59B → $1.75B (+$156M)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

1% more funds holding

Funds holding: 183184 (+1)

2.7% less ownership

Funds ownership: 98.9%96.2% (-2.7%)

27% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 78

Holders
184
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
2.65%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
25
Increased
57
Reduced
78
Closed
23
Calls
$34.1M
Puts
$605K
Net Calls
+$33.5M
Net Calls Change
+$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
26
Panagora Asset Management
Massachusetts
$7.67M +$177K +9,470 +3%
EF
27
Empowered Funds
Pennsylvania
$7.64M +$509K +27,234 +8%
ECM
28
Engine Capital Management
New York
$7.63M +$6.71M +359,208 New
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$7.21M -$431K -23,090 -6%
Primecap Management
30
Primecap Management
California
$7.18M
First Eagle Investment Management
31
First Eagle Investment Management
New York
$7.15M +$1.59M +84,900 +34%
VNIM
32
Vaughan Nelson Investment Management
Texas
$6.75M +$5.94M +317,970 New
Franklin Resources
33
Franklin Resources
California
$6.62M +$4.86M +260,258 +505%
AQR Capital Management
34
AQR Capital Management
Connecticut
$6.07M -$589K -31,518 -10%
SCM
35
Stadium Capital Management
Connecticut
$6.04M +$5.31M +284,388 New
Goldman Sachs
36
Goldman Sachs
New York
$5.82M -$874K -46,803 -15%
JP Morgan Chase
37
JP Morgan Chase
New York
$5.56M +$658K +35,211 +16%
N
38
Nuveen
North Carolina
$5.53M -$2.89M -154,538 -37%
DIM
39
DC Investments Management
Virginia
$5.53M
Barclays
40
Barclays
United Kingdom
$5.43M +$889K +47,598 +23%
KOCAA
41
Knights of Columbus Asset Advisors
Connecticut
$5.07M -$1.2M -64,282 -21%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$4.86M +$2.25M +120,432 +111%
LSV Asset Management
43
LSV Asset Management
Illinois
$4.68M -$812K -43,500 -16%
CAM
44
Congress Asset Management
Massachusetts
$4.63M +$4.07M +218,123 New
OAM
45
Oberweis Asset Management
Illinois
$4.09M -$1.26M -67,600 -26%
First Trust Advisors
46
First Trust Advisors
Illinois
$3.81M +$299K +15,990 +10%
Assenagon Asset Management
47
Assenagon Asset Management
Luxembourg
$3.8M -$2.54M -135,824 -43%
PCM
48
Prelude Capital Management
New York
$3.68M +$174K +9,324 +6%
UBS Group
49
UBS Group
Switzerland
$3.66M +$561K +30,013 +21%
Swiss National Bank
50
Swiss National Bank
Switzerland
$3.56M

JELD Hedge Fund Activity: Q1 2024 in Review

184 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q1 2024, worth a combined $1.75B — up 9.8% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new JELD positions and 23 closed out — a net gain of 2 holders — while 57 added to existing stakes and 78 trimmed.

The largest buyer was American Century Companies, adding an estimated $21.6M. The largest seller was Morgan Stanley, cutting an estimated $44.8M.

  • 184 institutional investors held JELD-WEN Holding (JELD) as of Q1 2024, up from 183 in Q4 2023.
  • Funds reported $1.75B of JELD-WEN Holding stock for Q1 2024, up 9.8% quarter-over-quarter.
  • 25 funds opened new JELD-WEN Holding positions in Q1 2024 and 23 closed out, a net change of +2 holders.
  • The largest JELD-WEN Holding buyer in Q1 2024 was American Century Companies, an estimated $21.6M added.
  • The largest JELD-WEN Holding seller in Q1 2024 was Morgan Stanley, an estimated $44.8M sold.

Based on aggregated 13F filings for Q1 2024.