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JELD-WEN Holding

184 hedge funds and large institutions have $1.75B invested in JELD-WEN Holding in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,543% more call options, than puts

Call options by funds: $34.1M | Put options by funds: $605K

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

10% more capital invested

Capital invested by funds: $1.59B → $1.75B (+$156M)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

1% more funds holding

Funds holding: 183184 (+1)

2.7% less ownership

Funds ownership: 98.9%96.2% (-2.7%)

27% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 78

Holders
184
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
2.65%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
25
Increased
57
Reduced
78
Closed
23
Calls
$34.1M
Puts
$605K
Net Calls
+$33.5M
Net Calls Change
+$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
51
Prudential Financial
New Jersey
$3.44M +$2.14M +114,657 +242%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$3.3M +$43.9K +2,350 +2%
Allianz Asset Management
53
Allianz Asset Management
Germany
$3.3M +$1.32M +70,672 +83%
Massachusetts Financial Services
54
Massachusetts Financial Services
Massachusetts
$2.86M -$195K -10,467 -7%
Citadel Advisors
55
Citadel Advisors
Florida
$2.85M -$1.8M -96,338 -42%
ER
56
EVR Research
Virginia
$2.76M +$2.43M +130,000 New
CS
57
Credit Suisse
Switzerland
$2.46M +$39.4K +2,112 +2%
Jane Street
58
Jane Street
New York
$2.45M +$1.24M +66,518 +136%
AIM
59
Access Investment Management
Georgia
$2.39M +$1.21K +65 +0.1%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$2.36M +$230K +12,330 +12%
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$2.36M +$606K +32,466 +41%
UBS AM
62
UBS AM
Illinois
$2.32M +$324K +17,335 +19%
Victory Capital Management
63
Victory Capital Management
Texas
$2.22M -$93.1K -4,985 -5%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$2.21M -$536K -28,727 -22%
MA
65
Mutual Advisors
Nebraska
$2.13M
RJA
66
Raymond James & Associates
Florida
$2.02M -$613K -32,820 -26%
Ameriprise
67
Ameriprise
Minnesota
$1.97M -$420K -22,472 -20%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$1.81M -$87.5K -4,686 -5%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$1.73M +$555K +29,727 +57%
AllianceBernstein
70
AllianceBernstein
Tennessee
$1.7M -$50.8K -2,720 -3%
Legal & General Group
71
Legal & General Group
United Kingdom
$1.69M +$18.8K +1,006 +1%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$1.67M -$3.02K -162 -0.2%
SAM
73
Storebrand Asset Management
Norway
$1.5M -$373K -19,997 -22%
Verition Fund Management
74
Verition Fund Management
Connecticut
$1.45M -$1.32M -70,813 -51%
Boston Partners
75
Boston Partners
Massachusetts
$1.44M +$868K +46,485 +217%

JELD Hedge Fund Activity: Q1 2024 in Review

184 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q1 2024, worth a combined $1.75B — up 9.8% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new JELD positions and 23 closed out — a net gain of 2 holders — while 57 added to existing stakes and 78 trimmed.

The largest buyer was American Century Companies, adding an estimated $21.6M. The largest seller was Morgan Stanley, cutting an estimated $44.8M.

  • 184 institutional investors held JELD-WEN Holding (JELD) as of Q1 2024, up from 183 in Q4 2023.
  • Funds reported $1.75B of JELD-WEN Holding stock for Q1 2024, up 9.8% quarter-over-quarter.
  • 25 funds opened new JELD-WEN Holding positions in Q1 2024 and 23 closed out, a net change of +2 holders.
  • The largest JELD-WEN Holding buyer in Q1 2024 was American Century Companies, an estimated $21.6M added.
  • The largest JELD-WEN Holding seller in Q1 2024 was Morgan Stanley, an estimated $44.8M sold.

Based on aggregated 13F filings for Q1 2024.