We are live on ! Find out more
JELD icon

JELD-WEN Holding

146 hedge funds and large institutions have $1.3B invested in JELD-WEN Holding in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 47 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.11B → $1.3B (+$186M)

9% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 47

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.75% less ownership

Funds ownership: 62.4%60.66% (-1.7%)

5% less funds holding

Funds holding: 153146 (-7)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

Holders
146
Holders Change
-7
Holders Change %
-4.58%
% of All Funds
3.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
51
Reduced
47
Closed
27
Calls
$3.41M
Puts
Net Calls
+$3.41M
Net Calls Change
+$770K
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$1.73M +$843K +41,788 +105%
PPA
52
Parametric Portfolio Associates
Washington
$1.7M +$29.1K +1,443 +2%
Barclays
53
Barclays
United Kingdom
$1.62M +$458K +22,691 +42%
Ohio Public Employees Retirement System (OPERS)
54
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.61M -$105K -5,222 -6%
IA
55
IndexIQ Advisors
New York
$1.52M -$392K -19,450 -21%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$1.44M
UBS AM
57
UBS AM
Illinois
$1.32M +$78.6K +3,897 +7%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$1.29M +$1.23M +60,773 New
Lord, Abbett & Co
59
Lord, Abbett & Co
New Jersey
$1.28M +$1.22M +60,400 New
MAM
60
Martingale Asset Management
Massachusetts
$1.22M +$1.16M +57,456 New
CS
61
Credit Suisse
Switzerland
$1.21M -$1.36M -67,477 -54%
OAM
62
Oxford Asset Management
United Kingdom
$1.1M +$348K +17,253 +50%
PNC
63
Park National Corp
Ohio
$1.08M -$20.2K -1,000 -2%
Arrowstreet Capital
64
Arrowstreet Capital
Massachusetts
$1.08M +$1.03M +50,900 New
GH
65
GAM Holding
Switzerland
$1.06M +$612K +30,359 +155%
EGM
66
Engineers Gate Manager
New York
$945K -$143K -7,075 -14%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$925K +$364K +18,064 +71%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$922K -$56.8K -2,819 -6%
SO
69
STRS Ohio
Ohio
$917K +$871K +43,200 New
AIG
70
American International Group
New York
$912K -$8.13K -403 -0.9%
TCM
71
Tuttle Capital Management
Connecticut
$863K +$820K +40,662 New
Los Angeles Capital Management
72
Los Angeles Capital Management
California
$859K +$279K +13,850 +52%
PAA
73
Peregrine Asset Advisers
Oregon
$856K
ZCA
74
Zeke Capital Advisors
Pennsylvania
$806K
Capital Fund Management (CFM)
75
Capital Fund Management (CFM)
France
$777K +$738K +36,600 New

JELD Hedge Fund Activity: Q2 2019 in Review

146 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q2 2019, worth a combined $1.3B — up 17% from $1.11B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of JELD and 23 opened new positions — a net loss of 4 holders — while 47 trimmed existing stakes and 51 added.

The largest buyer was Nuveen, opening a new position worth an estimated $11.5M. The largest seller was Hound Partners, cutting an estimated $10.1M.

  • 146 institutional investors held JELD-WEN Holding (JELD) as of Q2 2019, down from 153 in Q1 2019.
  • Funds reported $1.3B of JELD-WEN Holding stock for Q2 2019, up 17% quarter-over-quarter.
  • 23 funds opened new JELD-WEN Holding positions in Q2 2019 and 27 closed out, a net change of -4 holders.
  • The largest JELD-WEN Holding buyer in Q2 2019 was Nuveen, an estimated $11.5M added.
  • The largest JELD-WEN Holding seller in Q2 2019 was Hound Partners, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2019.