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JELD-WEN Holding
JELD

169 hedge funds and large institutions have $2.28B invested in JELD-WEN Holding in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more call options, than puts

Call options by funds: $3.66M | Put options by funds: $881K

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

31% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 49

10% more funds holding

Funds holding: 153 → 169 (+16)

3% more capital invested

Capital invested by funds: $2.23B → $2.28B (+$56.3M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.95% less ownership

Funds ownership: 96.53% → 94.58% (-1.9%)

Holders
169
Holders Change
+16
Holders Change %
+10.46%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
35
Increased
64
Reduced
49
Closed
18
Calls
$3.66M
Puts
$881K
Net Calls
+$2.78M
Net Calls Change
+$4.03M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18.9M
2
IECM
Intrinsic Edge Capital Management
Illinois
+$18.3M
3
TCAM
Turtle Creek Asset Management
Ontario, Canada
+$12.5M
4
Renaissance Technologies
Renaissance Technologies
New York
+$10.3M
5
BlackRock
BlackRock
New York
+$7.37M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$35.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$29.2M
3
JP Morgan Chase
JP Morgan Chase
New York
-$27.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$18.5M
5
Wells Fargo
Wells Fargo
California
-$16.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
51
Parametric Portfolio Associates
Washington
$2.28M -$242K -9,335 -10%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$2.27M +$2.24M +86,336 New
UBS AM
53
UBS AM
Illinois
$2.26M -$438K -16,875 -16%
Wells Fargo
54
Wells Fargo
California
$2.21M -$16.8M -646,377 -89%
AllianceBernstein
55
AllianceBernstein
Tennessee
$2.18M – – –
JP Morgan Chase
56
JP Morgan Chase
New York
$2.16M -$27.8M -1,070,068 -93%
CS
57
Credit Suisse
Switzerland
$2.1M +$327K +12,621 +19%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$2.07M +$757K +29,170 +59%
KTA
59
Keeley-Teton Advisors
Illinois
$2.07M +$539K +20,774 +36%
SAM
60
Storebrand Asset Management
Norway
$2.02M +$1.18M +45,505 +146%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$1.88M +$3.58K +138 +0.2%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$1.88M +$502K +19,362 +37%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$1.87M – – –
HF
64
HRT Financial
New York
$1.79M +$1.76M +68,011 New
Assenagon Asset Management
65
Assenagon Asset Management
Luxembourg
$1.76M +$1.73M +66,875 New
Tudor Investment Corp
66
Tudor Investment Corp
Connecticut
$1.65M +$586K +22,594 +57%
Deutsche Bank
67
Deutsche Bank
Germany
$1.59M +$179K +6,889 +13%
Verition Fund Management
68
Verition Fund Management
Connecticut
$1.4M -$64.5K -2,488 -4%
AIG
69
American International Group
New York
$1.28M +$68.6K +2,647 +6%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$1.27M -$319K -12,307 -20%
WAM
71
Wolverine Asset Management
Illinois
$1.26M – – –
Citigroup
72
Citigroup
New York
$1.17M +$256K +9,886 +29%
Comerica Bank
73
Comerica Bank
Texas
$1.17M +$18.2K +700 +2%
CIC
74
Cornercap Investment Counsel
Georgia
$1.13M +$483K +18,641 +77%
APG Asset Management
75
APG Asset Management
Netherlands
$1.11M -$290K -11,200 -19%
1 2
3
4 5

JELD Hedge Fund Activity: Q4 2021 in Review

169 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q4 2021, worth a combined $2.28B — up 2.5% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new JELD positions and 18 closed out — a net gain of 17 holders — while 64 added to existing stakes and 49 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.9M. The largest seller was Wellington Management Group, cutting an estimated $35.9M.

  • 169 institutional investors held JELD-WEN Holding (JELD) as of Q4 2021, up from 153 in Q3 2021.
  • Funds reported $2.28B of JELD-WEN Holding stock for Q4 2021, up 2.5% quarter-over-quarter.
  • 35 funds opened new JELD-WEN Holding positions in Q4 2021 and 18 closed out, a net change of +17 holders.
  • The largest JELD-WEN Holding buyer in Q4 2021 was Morgan Stanley, an estimated $18.9M added.
  • The largest JELD-WEN Holding seller in Q4 2021 was Wellington Management Group, an estimated $35.9M sold.

Based on aggregated 13F filings for Q4 2021.