JELD-WEN Holding
JELD
183 hedge funds and large institutions have $1.59B invested in JELD-WEN Holding in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 66 reducing their positions, and 25 closing their positions.
848% more call options, than puts
Call options by funds: $4.42M | Put options by funds: $466K
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
46% more capital invested
Capital invested by funds: $1.09B → $1.59B (+$500M)
20% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 25
3.01% more ownership
Funds ownership: 95.89% → 98.9% (+3%)
3% more funds holding
Funds holding: 178 → 183 (+5)
3% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$20.1M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$9.92M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$6.52M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$5.97M |
| 5 |
BlackRock
New York
|
+$5.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$6.19M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$4.63M |
| 3 |
Pzena Investment Management
New York
|
-$4.29M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$3.99M |
| 5 |
TC
Towle & Co
Denver,
Colorado
|
-$3.41M |
JELD Hedge Fund Activity: Q4 2023 in Review
183 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q4 2023, worth a combined $1.59B — up 46% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new JELD positions and 25 closed out — a net gain of 5 holders — while 68 added to existing stakes and 66 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $20.1M. The largest seller was Nuveen, cutting an estimated $6.19M.
- 183 institutional investors held JELD-WEN Holding (JELD) as of Q4 2023, up from 178 in Q3 2023.
- Funds reported $1.59B of JELD-WEN Holding stock for Q4 2023, up 46% quarter-over-quarter.
- 30 funds opened new JELD-WEN Holding positions in Q4 2023 and 25 closed out, a net change of +5 holders.
- The largest JELD-WEN Holding buyer in Q4 2023 was Morgan Stanley, an estimated $20.1M added.
- The largest JELD-WEN Holding seller in Q4 2023 was Nuveen, an estimated $6.19M sold.
Based on aggregated 13F filings for Q4 2023.