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JELD-WEN Holding
JELD

153 hedge funds and large institutions have $1.76B invested in JELD-WEN Holding in 2017 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 27 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 27

72% more call options, than puts

Call options by funds: $1.2M | Put options by funds: $700K

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

18% more capital invested

Capital invested by funds: $1.49B → $1.76B (+$266M)

8% more funds holding

Funds holding: 142 → 153 (+11)

3.24% more ownership

Funds ownership: 43.73% → 46.97% (+3.2%)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
153
Holders Change
+11
Holders Change %
+7.75%
% of All Funds
3.81%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.12%
New
37
Increased
80
Reduced
27
Closed
25
Calls
$1.2M
Puts
$700K
Net Calls
+$501K
Net Calls Change
+$628K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$56.4M
2
ICM
IMS Capital Management
Oregon
+$45.2M
3
BlackRock
BlackRock
New York
+$41.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$28.2M
5
Pzena Investment Management
Pzena Investment Management
New York
+$24.2M

Top Sellers

Rank Fund Capital Flow
1
BC
Brahman Capital
New York
-$70.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$34.7M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$25.4M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$24.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$21.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TU
76
TDAM USA
Ontario, Canada
$2.31M +$194K +6,119 +10%
PNC
77
Park National Corp
Ohio
$2.27M -$564K -17,813 -22%
DCM
78
Dean Capital Management
Kansas
$2.2M +$1.96M +61,940 New
CC
79
Cipher Capital
New York
$2.13M +$1.9M +60,054 New
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$2.06M +$995K +31,416 +118%
TCGI
81
Three Corner Global Investors
New York
$1.9M +$1.7M +53,600 New
ARTA
82
A.R.T. Advisors
New York
$1.88M +$1.22M +38,600 +270%
Los Angeles Capital Management
83
Los Angeles Capital Management
California
$1.81M +$1.61M +50,899 New
State of New Jersey Common Pension Fund D
84
State of New Jersey Common Pension Fund D
New Jersey
$1.72M +$317K +10,000 +26%
Ohio Public Employees Retirement System (OPERS)
85
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.69M +$475K +15,010 +46%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$1.59M +$1.42M +44,790 New
HHC
87
Hutchin Hill Capital
New York
$1.53M +$1.37M +43,200 New
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.52M +$812K +25,643 +149%
Macquarie Group
89
Macquarie Group
Australia
$1.51M +$619K +19,565 +85%
CF
90
CNA Financial
Illinois
$1.47M +$114K +3,593 +10%
HI
91
HBK Investments
Texas
$1.33M +$510K +16,114 +75%
MLICM
92
Metropolitan Life Insurance Company (MetLife)
New York
$1.32M +$582K +18,373 +98%
AIG
93
American International Group
New York
$1.29M +$705K +22,282 +160%
TRSOTSOK
94
Teachers Retirement System of the State of Kentucky
Kentucky
$1.25M +$41.2K +1,301 +4%
Ameriprise
95
Ameriprise
Minnesota
$1.09M – – –
CSS
96
Cubist Systematic Strategies
Connecticut
$1.06M +$915K +28,890 +2,794%
PPA
97
Parametric Portfolio Associates
Washington
$1.05M +$938K +29,629 New
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$959K -$9.71M -306,835 -92%
UBS AM
99
UBS AM
Illinois
$943K +$272K +8,598 +48%
BF
100
BOK Financial
Oklahoma
$921K -$6.21K -196 -0.8%
2 3
4
5 6

JELD Hedge Fund Activity: Q3 2017 in Review

153 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q3 2017, worth a combined $1.76B — up 18% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new JELD positions and 25 closed out — a net gain of 12 holders — while 80 added to existing stakes and 27 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $56.4M. The largest seller was Brahman Capital, exiting entirely with an estimated $70.5M sold.

  • 153 institutional investors held JELD-WEN Holding (JELD) as of Q3 2017, up from 142 in Q2 2017.
  • Funds reported $1.76B of JELD-WEN Holding stock for Q3 2017, up 18% quarter-over-quarter.
  • 37 funds opened new JELD-WEN Holding positions in Q3 2017 and 25 closed out, a net change of +12 holders.
  • The largest JELD-WEN Holding buyer in Q3 2017 was Wellington Management Group, an estimated $56.4M added.
  • The largest JELD-WEN Holding seller in Q3 2017 was Brahman Capital, an estimated $70.5M sold.

Based on aggregated 13F filings for Q3 2017.