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JELD-WEN Holding
JELD

135 hedge funds and large institutions have $985M invested in JELD-WEN Holding in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 42 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

6% more funds holding

Funds holding: 127 → 135 (+8)

2.19% more ownership

Funds ownership: 64.97% → 67.16% (+2.2%)

14% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 49

41% less capital invested

Capital invested by funds: $1.68B → $985M (-$698M)

48% less call options, than puts

Call options by funds: $754K | Put options by funds: $1.46M

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
135
Holders Change
+8
Holders Change %
+6.3%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
29
Increased
42
Reduced
49
Closed
20
Calls
$754K
Puts
$1.46M
Net Calls
-$705K
Net Calls Change
-$8.02M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$57.3M
2
Pzena Investment Management
Pzena Investment Management
New York
+$26.2M
3
SCA
Southpoint Capital Advisors
New York
+$24.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$20.5M
5
RCM
Raging Capital Management
New Jersey
+$13.9M

Top Sellers

1
CCM
Channing Capital Management
Illinois
-$48.5M
2
JP Morgan Chase
JP Morgan Chase
New York
-$35.9M
3
CC
Cannell & Co
New York
-$23.3M
4
OWP
Obermeyer Wealth Partners
Colorado
-$23M
5
HP
Hound Partners
New York
-$18.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$428K +$443K +25,032 New
FHB
77
First Hawaiian Bank
Hawaii
$421K +$133K +7,528 +34%
Franklin Resources
78
Franklin Resources
California
$417K -$1.31M -74,042 -72%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$404K +$27.6K +1,559 +6%
TRSOTSOK
80
Teachers Retirement System of the State of Kentucky
Kentucky
$369K -$192K -10,831 -29%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$366K -$1.95M -110,322 -81%
ZCA
82
Zeke Capital Advisors
Pennsylvania
$348K +$434K +24,523 New
KC
83
Kingfisher Capital
North Carolina
$345K +$430K +24,302 New
RJA
84
Raymond James & Associates
Florida
$335K +$417K +23,540 New
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$322K – – –
JP Morgan Chase
86
JP Morgan Chase
New York
$294K -$35.9M -2,026,886 -99%
COPPSERS
87
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$269K -$12K -676 -3%
Tudor Investment Corp
88
Tudor Investment Corp
Connecticut
$258K +$321K +18,141 New
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$255K +$77.1K +4,354 +32%
LTFS
90
Ladenburg Thalmann Financial Services
Florida
$253K -$13.9K -783 -4%
Barclays
91
Barclays
United Kingdom
$239K -$548K -30,928 -65%
AAM
92
Augustine Asset Management
Florida
$238K +$298K +16,807 New
Nisa Investment Advisors
93
Nisa Investment Advisors
Missouri
$232K +$289K +16,300 New
XK
94
Xact Kapitalforvaltning
Sweden
$207K – – –
Man Group
95
Man Group
United Kingdom
$196K +$244K +13,800 New
Jane Street
96
Jane Street
New York
$188K +$234K +13,217 New
CBOA
97
Commonwealth Bank of Australia
Australia
$184K – – –
BC
98
Brinker Capital
Pennsylvania
$182K -$156K -8,793 -41%
LC
99
Loews Corp
New York
$180K +$26.2K +1,477 +13%
WCM
100
Weld Capital Management
New York
$175K +$219K +12,346 New
2 3
4
5 6

JELD Hedge Fund Activity: Q4 2018 in Review

135 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q4 2018, worth a combined $985M — down 41% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new JELD positions and 20 closed out — a net gain of 9 holders — while 42 added to existing stakes and 49 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $57.3M. The largest seller was Channing Capital Management, exiting entirely with an estimated $48.5M sold.

  • 135 institutional investors held JELD-WEN Holding (JELD) as of Q4 2018, up from 127 in Q3 2018.
  • Funds reported $985M of JELD-WEN Holding stock for Q4 2018, down 41% quarter-over-quarter.
  • 29 funds opened new JELD-WEN Holding positions in Q4 2018 and 20 closed out, a net change of +9 holders.
  • The largest JELD-WEN Holding buyer in Q4 2018 was Fuller & Thaler Asset Management, an estimated $57.3M added.
  • The largest JELD-WEN Holding seller in Q4 2018 was Channing Capital Management, an estimated $48.5M sold.

Based on aggregated 13F filings for Q4 2018.