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JELD-WEN Holding

170 hedge funds and large institutions have $1.14B invested in JELD-WEN Holding in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 60 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,614% more call options, than puts

Call options by funds: $28.1M | Put options by funds: $1.03M

25% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 60

1.98% more ownership

Funds ownership: 96.2%98.18% (+2%)

8% less funds holding

Funds holding: 184170 (-14)

35% less capital invested

Capital invested by funds: $1.75B → $1.14B (-$609M)

37% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 30

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
170
Holders Change
-14
Holders Change %
-7.61%
% of All Funds
2.46%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
19
Increased
75
Reduced
60
Closed
30
Calls
$28.1M
Puts
$1.03M
Net Calls
+$27M
Net Calls Change
-$6.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
51
Russell Investments Group
United Kingdom
$1.94M +$553K +33,129 +30%
Invesco
52
Invesco
Georgia
$1.84M -$6.87M -411,315 -75%
Assenagon Asset Management
53
Assenagon Asset Management
Luxembourg
$1.64M -$951K -56,942 -32%
Jane Street
54
Jane Street
New York
$1.63M +$86.4K +5,174 +4%
JP Morgan Chase
55
JP Morgan Chase
New York
$1.62M -$2.37M -141,902 -54%
AIM
56
Access Investment Management
Georgia
$1.52M +$7.43K +445 +0.4%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$1.52M +$147K +8,824 +8%
Prudential Financial
58
Prudential Financial
New Jersey
$1.5M -$847K -50,722 -31%
First Trust Advisors
59
First Trust Advisors
Illinois
$1.4M -$1.26M -75,683 -42%
Ameriprise
60
Ameriprise
Minnesota
$1.38M +$163K +9,775 +11%
AllianceBernstein
61
AllianceBernstein
Tennessee
$1.36M +$349K +20,930 +26%
MA
62
Mutual Advisors
Nebraska
$1.28M -$405K -24,237 -24%
RJA
63
Raymond James & Associates
Florida
$1.16M -$152K -9,123 -10%
BC
64
Beaconlight Capital
New York
$1.14M -$7.85M -469,891 -85%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$1.12M -$28.4K -1,703 -2%
CCS
66
Concentric Capital Strategies
Connecticut
$1.12M +$1.39M +82,992 New
Legal & General Group
67
Legal & General Group
United Kingdom
$1.08M +$17.7K +1,060 +1%
UBS Group
68
UBS Group
Switzerland
$952K -$1.7M -101,513 -59%
CIBC World Market
69
CIBC World Market
Ontario, Canada
$892K +$212K +12,720 +24%
Deutsche Bank
70
Deutsche Bank
Germany
$891K +$395K +23,650 +56%
Millennium Management
71
Millennium Management
New York
$886K +$810K +48,490 +281%
SAM
72
Storebrand Asset Management
Norway
$872K -$98.1K -5,876 -8%
Boston Partners
73
Boston Partners
Massachusetts
$844K -$87.7K -5,255 -8%
EP
74
Edgestream Partners
New Jersey
$817K +$1.01M +60,624 New
Comerica Bank
75
Comerica Bank
Texas
$810K -$4.47K -268 -0.4%

JELD Hedge Fund Activity: Q2 2024 in Review

170 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q2 2024, worth a combined $1.14B — down 35% from $1.75B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of JELD and 19 opened new positions — a net loss of 11 holders — while 60 trimmed existing stakes and 75 added.

The largest buyer was Pzena Investment Management, adding an estimated $32.4M. The largest seller was American Century Companies, cutting an estimated $11.8M.

  • 170 institutional investors held JELD-WEN Holding (JELD) as of Q2 2024, down from 184 in Q1 2024.
  • Funds reported $1.14B of JELD-WEN Holding stock for Q2 2024, down 35% quarter-over-quarter.
  • 19 funds opened new JELD-WEN Holding positions in Q2 2024 and 30 closed out, a net change of -11 holders.
  • The largest JELD-WEN Holding buyer in Q2 2024 was Pzena Investment Management, an estimated $32.4M added.
  • The largest JELD-WEN Holding seller in Q2 2024 was American Century Companies, an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2024.