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JELD-WEN Holding

161 hedge funds and large institutions have $1.4B invested in JELD-WEN Holding in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 9

40% more capital invested

Capital invested by funds: $1B → $1.4B (+$399M)

26% more funds holding

Funds holding: 128161 (+33)

9% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $3.84M

0.15% more ownership

Funds ownership: 61.83%61.98% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

15% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 55

Holders
161
Holders Change
+33
Holders Change %
+25.78%
% of All Funds
3.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
42
Increased
47
Reduced
55
Closed
9
Calls
$4.18M
Puts
$3.84M
Net Calls
+$346K
Net Calls Change
-$247K
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
76
Zacks Investment Management
Illinois
$916K +$830K +40,542 New
Tudor Investment Corp
77
Tudor Investment Corp
Connecticut
$903K +$375K +18,352 +85%
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$900K -$32K -1,565 -4%
WAM
79
Wolverine Asset Management
Illinois
$893K +$809K +39,539 New
APG Asset Management
80
APG Asset Management
Netherlands
$875K +$929K +45,400 New
SO
81
STRS Ohio
Ohio
$870K -$106K -5,200 -12%
Deutsche Bank
82
Deutsche Bank
Germany
$862K +$57K +2,785 +8%
JCIA
83
Jackson Creek Investment Advisors
Colorado
$853K +$772K +37,752 New
Rafferty Asset Management
84
Rafferty Asset Management
New York
$837K +$109K +5,316 +17%
EGM
85
Engineers Gate Manager
New York
$822K -$420K -20,528 -36%
DCM
86
Dean Capital Management
Kansas
$812K -$182K -8,887 -20%
SEI Investments
87
SEI Investments
Pennsylvania
$805K +$728K +35,600 New
Connor, Clark & Lunn Investment Management (CC&L)
88
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$795K +$720K +35,187 New
Russell Investments Group
89
Russell Investments Group
United Kingdom
$785K +$210K +10,248 +42%
HSBC Holdings
90
HSBC Holdings
United Kingdom
$730K +$34.5K +1,684 +6%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$717K +$181K +8,845 +39%
PCMI
92
Paradigm Capital Management Inc
New York
$701K +$20.5K +1,000 +3%
MIM
93
MetLife Investment Management
New Jersey
$689K
RJA
94
Raymond James & Associates
Florida
$648K -$43.5K -2,126 -7%
Citigroup
95
Citigroup
New York
$636K -$327K -15,959 -36%
SCM
96
Stanley Capital Management
Texas
$612K +$554K +27,100 New
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$606K -$401K -19,604 -42%
D.E. Shaw & Co
98
D.E. Shaw & Co
New York
$606K +$549K +26,824 New
Assenagon Asset Management
99
Assenagon Asset Management
Luxembourg
$592K +$536K +26,207 New
MWNA
100
Marshall Wace North America
New York
$591K +$536K +26,173 New

JELD Hedge Fund Activity: Q3 2020 in Review

161 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q3 2020, worth a combined $1.4B — up 40% from $1B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new JELD positions and 9 closed out — a net gain of 33 holders — while 47 added to existing stakes and 55 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $26M. The largest seller was Pzena Investment Management, cutting an estimated $58.2M.

  • 161 institutional investors held JELD-WEN Holding (JELD) as of Q3 2020, up from 128 in Q2 2020.
  • Funds reported $1.4B of JELD-WEN Holding stock for Q3 2020, up 40% quarter-over-quarter.
  • 42 funds opened new JELD-WEN Holding positions in Q3 2020 and 9 closed out, a net change of +33 holders.
  • The largest JELD-WEN Holding buyer in Q3 2020 was Wellington Management Group, an estimated $26M added.
  • The largest JELD-WEN Holding seller in Q3 2020 was Pzena Investment Management, an estimated $58.2M sold.

Based on aggregated 13F filings for Q3 2020.