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JELD-WEN Holding
JELD

181 hedge funds and large institutions have $2.5B invested in JELD-WEN Holding in 2017 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 75 increasing their positions, 43 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

455% more call options, than puts

Call options by funds: $2.77M | Put options by funds: $499K

121% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 24

74% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 43

42% more capital invested

Capital invested by funds: $1.76B → $2.5B (+$739M)

18% more funds holding

Funds holding: 153 → 181 (+28)

6.87% more ownership

Funds ownership: 46.97% → 53.84% (+6.9%)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
181
Holders Change
+28
Holders Change %
+18.3%
% of All Funds
4.11%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
53
Increased
75
Reduced
43
Closed
24
Calls
$2.77M
Puts
$499K
Net Calls
+$2.27M
Net Calls Change
+$1.77M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$111M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$73.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$59.6M
4
BlackRock
BlackRock
New York
+$31.2M
5
Pzena Investment Management
Pzena Investment Management
New York
+$30.8M

Top Sellers

Rank Fund Capital Flow
1
RCM
Ratan Capital Management
Florida
-$14.2M
2
MWNA
Marshall Wace North America
New York
-$11.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$11.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$11M
5
SC
Shellback Capital
Massachusetts
-$10.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
HT
101
HAP Trading
New York
$1.48M +$988K +26,619 +244%
PCM
102
Prelude Capital Management
New York
$1.47M +$1.39M +37,362 New
CC
103
Cipher Capital
New York
$1.44M -$869K -23,391 -39%
GHCM
104
Glen Harbor Capital Management
California
$1.27M +$1.2M +32,318 New
MIM
105
MetLife Investment Management
New Jersey
$1.24M +$1.17M +31,537 New
ARTA
106
A.R.T. Advisors
New York
$1.22M -$810K -21,800 -41%
Ameriprise
107
Ameriprise
Minnesota
$1.21M – – –
VOYA Investment Management
108
VOYA Investment Management
Georgia
$1.2M +$346K +9,311 +44%
Legal & General Group
109
Legal & General Group
United Kingdom
$1.14M +$242K +6,524 +29%
BF
110
BOK Financial
Oklahoma
$1.02M – – –
Jane Street
111
Jane Street
New York
$953K +$899K +24,213 New
NA
112
Neuburgh Advisers
California
$925K +$873K +23,504 New
LCM
113
Laurion Capital Management
New York
$922K +$870K +23,420 New
Teacher Retirement System of Texas
114
Teacher Retirement System of Texas
Texas
$918K +$866K +23,311 New
VRS
115
Virginia Retirement Systems
Virginia
$913K +$861K +23,200 New
CSS
116
Cubist Systematic Strategies
Connecticut
$911K -$252K -6,784 -23%
JMPWA
117
JP Morgan Private Wealth Advisors
California
$860K +$811K +21,844 New
MLICM
118
Metropolitan Life Insurance Company (MetLife)
New York
$853K -$574K -15,468 -42%
Neuberger Berman Group
119
Neuberger Berman Group
New York
$732K +$690K +18,590 New
Fisher Asset Management
120
Fisher Asset Management
Washington
$727K – – –
SFFS
121
Stonehage Fleming Financial Services
Jersey
$669K -$186K -5,000 -23%
RCM
122
Riverhead Capital Management
Delaware
$668K +$630K +16,977 New
COPPSERS
123
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$655K +$12K +322 +2%
Squarepoint
124
Squarepoint
New York
$647K +$610K +16,432 New
Rafferty Asset Management
125
Rafferty Asset Management
New York
$634K +$598K +16,096 New
3 4
5
6 7

JELD Hedge Fund Activity: Q4 2017 in Review

181 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q4 2017, worth a combined $2.5B — up 42% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new JELD positions and 24 closed out — a net gain of 29 holders — while 75 added to existing stakes and 43 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $111M. The largest seller was Ratan Capital Management, exiting entirely with an estimated $14.2M sold.

  • 181 institutional investors held JELD-WEN Holding (JELD) as of Q4 2017, up from 153 in Q3 2017.
  • Funds reported $2.5B of JELD-WEN Holding stock for Q4 2017, up 42% quarter-over-quarter.
  • 53 funds opened new JELD-WEN Holding positions in Q4 2017 and 24 closed out, a net change of +29 holders.
  • The largest JELD-WEN Holding buyer in Q4 2017 was Fidelity Investments, an estimated $111M added.
  • The largest JELD-WEN Holding seller in Q4 2017 was Ratan Capital Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q4 2017.