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JELD-WEN Holding
JELD

135 hedge funds and large institutions have $985M invested in JELD-WEN Holding in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 42 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

6% more funds holding

Funds holding: 127 → 135 (+8)

2.19% more ownership

Funds ownership: 64.97% → 67.16% (+2.2%)

14% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 49

41% less capital invested

Capital invested by funds: $1.68B → $985M (-$698M)

48% less call options, than puts

Call options by funds: $754K | Put options by funds: $1.46M

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
135
Holders Change
+8
Holders Change %
+6.3%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
29
Increased
42
Reduced
49
Closed
20
Calls
$754K
Puts
$1.46M
Net Calls
-$705K
Net Calls Change
-$8.02M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$57.3M
2
Pzena Investment Management
Pzena Investment Management
New York
+$26.2M
3
SCA
Southpoint Capital Advisors
New York
+$24.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$20.5M
5
RCM
Raging Capital Management
New Jersey
+$13.9M

Top Sellers

1
CCM
Channing Capital Management
Illinois
-$48.5M
2
JP Morgan Chase
JP Morgan Chase
New York
-$35.9M
3
CC
Cannell & Co
New York
-$23.3M
4
OWP
Obermeyer Wealth Partners
Colorado
-$23M
5
HP
Hound Partners
New York
-$18.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ohio Public Employees Retirement System (OPERS)
51
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.14M – – –
Holocene Advisors
52
Holocene Advisors
New York
$1.11M +$907K +51,228 +191%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$963K -$4.53M -255,460 -79%
SG Americas Securities
54
SG Americas Securities
New York
$940K +$1.17M +66,151 New
PPA
55
Parametric Portfolio Associates
Washington
$932K +$1.16M +65,562 New
GAM
56
Gotham Asset Management
New York
$917K +$1.14M +64,536 New
CS
57
Credit Suisse
Switzerland
$889K +$413K +23,316 +59%
UBS Group
58
UBS Group
Switzerland
$888K -$182K -10,246 -14%
UBS AM
59
UBS AM
Illinois
$814K -$5.59M -315,610 -85%
HCM
60
Highbridge Capital Management
New York
$783K +$976K +55,095 New
PNC
61
Park National Corp
Ohio
$746K -$23K -1,300 -2%
Macquarie Group
62
Macquarie Group
Australia
$732K +$23.7K +1,340 +3%
PI
63
PEAK6 Investments
Illinois
$703K +$876K +49,470 New
Deutsche Bank
64
Deutsche Bank
Germany
$668K -$4.2M -237,172 -83%
AIG
65
American International Group
New York
$636K -$19.8K -1,116 -2%
QT
66
Quantbot Technologies
New York
$611K +$674K +38,026 +760%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$596K -$71.2K -4,017 -9%
PCM
68
Prelude Capital Management
New York
$578K -$205K -11,560 -22%
Wells Fargo
69
Wells Fargo
California
$575K -$1.1M -62,196 -61%
PAA
70
Peregrine Asset Advisers
Oregon
$573K -$116K -6,528 -14%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$549K -$46.1K -2,600 -6%
CRC
72
Curi RMB Capital
Illinois
$465K +$580K +32,715 New
CC
73
Cannell & Co
New York
$460K -$23.3M -1,313,070 -98%
MIM
74
MetLife Investment Management
New Jersey
$448K – – –
Legal & General Group
75
Legal & General Group
United Kingdom
$437K +$114K +6,442 +26%
1 2
3
4 5

JELD Hedge Fund Activity: Q4 2018 in Review

135 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q4 2018, worth a combined $985M — down 41% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new JELD positions and 20 closed out — a net gain of 9 holders — while 42 added to existing stakes and 49 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $57.3M. The largest seller was Channing Capital Management, exiting entirely with an estimated $48.5M sold.

  • 135 institutional investors held JELD-WEN Holding (JELD) as of Q4 2018, up from 127 in Q3 2018.
  • Funds reported $985M of JELD-WEN Holding stock for Q4 2018, down 41% quarter-over-quarter.
  • 29 funds opened new JELD-WEN Holding positions in Q4 2018 and 20 closed out, a net change of +9 holders.
  • The largest JELD-WEN Holding buyer in Q4 2018 was Fuller & Thaler Asset Management, an estimated $57.3M added.
  • The largest JELD-WEN Holding seller in Q4 2018 was Channing Capital Management, an estimated $48.5M sold.

Based on aggregated 13F filings for Q4 2018.