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JELD-WEN Holding

170 hedge funds and large institutions have $1.14B invested in JELD-WEN Holding in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 60 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,614% more call options, than puts

Call options by funds: $28.1M | Put options by funds: $1.03M

25% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 60

1.98% more ownership

Funds ownership: 96.2%98.18% (+2%)

8% less funds holding

Funds holding: 184170 (-14)

35% less capital invested

Capital invested by funds: $1.75B → $1.14B (-$609M)

37% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 30

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
170
Holders Change
-14
Holders Change %
-7.61%
% of All Funds
2.46%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
19
Increased
75
Reduced
60
Closed
30
Calls
$28.1M
Puts
$1.03M
Net Calls
+$27M
Net Calls Change
-$6.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EF
26
Empowered Funds
Pennsylvania
$5.22M +$466K +27,900 +8%
PAM
27
Panagora Asset Management
Massachusetts
$5.07M +$248K +14,841 +4%
CAM
28
Congress Asset Management
Massachusetts
$4.66M +$2.14M +127,999 +59%
SM
29
Soapstone Management
Maryland
$4.64M -$1.65M -98,739 -22%
First Eagle Investment Management
30
First Eagle Investment Management
New York
$4.6M +$75.1K +4,500 +1%
Goldman Sachs
31
Goldman Sachs
New York
$4.32M +$785K +47,028 +17%
Primecap Management
32
Primecap Management
California
$4.21M -$434K -26,000 -8%
AQR Capital Management
33
AQR Capital Management
Connecticut
$3.84M -$20K -1,197 -0.4%
Franklin Resources
34
Franklin Resources
California
$3.76M -$546K -32,719 -10%
N
35
Nuveen
North Carolina
$3.51M
DIM
36
DC Investments Management
Virginia
$3.49M -$21.7K -1,300 -0.5%
KOCAA
37
Knights of Columbus Asset Advisors
Connecticut
$3.24M +$37.6K +2,251 +0.9%
Citadel Advisors
38
Citadel Advisors
Florida
$3.18M +$1.7M +101,980 +76%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$3.11M +$2.76M +165,552 +252%
LSV Asset Management
40
LSV Asset Management
Illinois
$2.97M
Allianz Asset Management
41
Allianz Asset Management
Germany
$2.68M +$721K +43,198 +28%
UBS AM
42
UBS AM
Illinois
$2.62M +$1.42M +85,195 +78%
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$2.42M +$1.15M +68,780 +62%
Barclays
44
Barclays
United Kingdom
$2.37M -$1.34M -79,978 -31%
Victory Capital Management
45
Victory Capital Management
Texas
$2.32M +$1.13M +67,604 +65%
Swiss National Bank
46
Swiss National Bank
Switzerland
$2.26M
SCM
47
Stadium Capital Management
Connecticut
$2.19M -$2.03M -121,464 -43%
Norges Bank
48
Norges Bank
Norway
$2.08M -$5.1M -305,184 -66%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$2.03M -$87.8K -5,260 -3%
Massachusetts Financial Services
50
Massachusetts Financial Services
Massachusetts
$2.01M +$243K +14,574 +11%

JELD Hedge Fund Activity: Q2 2024 in Review

170 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q2 2024, worth a combined $1.14B — down 35% from $1.75B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of JELD and 19 opened new positions — a net loss of 11 holders — while 60 trimmed existing stakes and 75 added.

The largest buyer was Pzena Investment Management, adding an estimated $32.4M. The largest seller was American Century Companies, cutting an estimated $11.8M.

  • 170 institutional investors held JELD-WEN Holding (JELD) as of Q2 2024, down from 184 in Q1 2024.
  • Funds reported $1.14B of JELD-WEN Holding stock for Q2 2024, down 35% quarter-over-quarter.
  • 19 funds opened new JELD-WEN Holding positions in Q2 2024 and 30 closed out, a net change of -11 holders.
  • The largest JELD-WEN Holding buyer in Q2 2024 was Pzena Investment Management, an estimated $32.4M added.
  • The largest JELD-WEN Holding seller in Q2 2024 was American Century Companies, an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2024.