JELD-WEN Holding
JELD
164 hedge funds and large institutions have $1.77B invested in JELD-WEN Holding in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 58 reducing their positions, and 27 closing their positions.
369% more call options, than puts
Call options by funds: $4.24M | Put options by funds: $903K
2.14% more ownership
Funds ownership: 94.58% → 96.72% (+2.1%)
3% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 58
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less funds holding
Funds holding: 169 → 164 (-5)
19% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 27
23% less capital invested
Capital invested by funds: $2.28B → $1.77B (-$515M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCAM
Turtle Creek Asset Management
Toronto,
Ontario, Canada
|
+$77.1M |
| 2 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$13.2M |
| 3 |
Pzena Investment Management
New York
|
+$11.9M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$8.08M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$3.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$36.6M |
| 2 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$18.6M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$17.4M |
| 4 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$13.1M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$6.49M |
JELD Hedge Fund Activity: Q1 2022 in Review
164 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q1 2022, worth a combined $1.77B — down 23% from $2.28B a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of JELD and 22 opened new positions — a net loss of 5 holders — while 58 trimmed existing stakes and 60 added.
The largest buyer was Turtle Creek Asset Management, adding an estimated $77.1M. The largest seller was Wellington Management Group, cutting an estimated $36.6M.
- 164 institutional investors held JELD-WEN Holding (JELD) as of Q1 2022, down from 169 in Q4 2021.
- Funds reported $1.77B of JELD-WEN Holding stock for Q1 2022, down 23% quarter-over-quarter.
- 22 funds opened new JELD-WEN Holding positions in Q1 2022 and 27 closed out, a net change of -5 holders.
- The largest JELD-WEN Holding buyer in Q1 2022 was Turtle Creek Asset Management, an estimated $77.1M added.
- The largest JELD-WEN Holding seller in Q1 2022 was Wellington Management Group, an estimated $36.6M sold.
Based on aggregated 13F filings for Q1 2022.