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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$56.4M |
| 2 |
ICM
IMS Capital Management
Portland,
Oregon
|
+$45.2M |
| 3 |
BlackRock
New York
|
+$41.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$28.2M |
| 5 |
Pzena Investment Management
New York
|
+$24.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brahman Capital
New York
|
-$70.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$34.7M |
| 3 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$25.4M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$24.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.1M |
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.