We are live on ! Find out more
JELD icon

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
FRM
101
Fox Run Management
Connecticut
$170K +$212K +11,947 New
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$166K +$207K +11,675 New
Rafferty Asset Management
103
Rafferty Asset Management
New York
$157K +$15.3K +861 +8%
ACM
104
AlphaCrest Capital Management
New York
$155K +$193K +10,876 New
USAA
105
United Services Automobile Association
Texas
$149K – – –
Canada Life
106
Canada Life
Manitoba, Canada
$140K +$52.6K +2,969 +41%
NIT
107
NumerixS Investment Technologies
British Columbia, Canada
$111K +$136K +7,700 New
Citigroup
108
Citigroup
New York
$109K +$26K +1,466 +24%
Parallax Volatility Advisers
109
Parallax Volatility Advisers
California
$94K +$87.2K +4,925 +294%
QT
110
Quantamental Technologies
New York
$85K +$106K +5,994 New
AIP
111
Ameritas Investment Partners
Nebraska
$82K – – –
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$81K – – –
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$75K -$6.25K -353 -6%
AIS
114
AlphaOne Investment Services
Pennsylvania
$26K -$5.88K -332 -15%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$24.4K -$40.4K -2,281 -57%
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$19K -$3.74K -211 -14%
WAM
117
Wealthspire Advisors (Maryland)
Maryland
$19K – – –
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$19K +$15K +846 +177%
US Bancorp
119
US Bancorp
Minnesota
$10K +$7.01K +396 +120%
AAP
120
Arax Advisory Partners
Colorado
$9K -$974 -55 -8%
SEI Investments
121
SEI Investments
Pennsylvania
$5K – – –
AG
122
Advisor Group
Arizona
$4K -$514 -29 -9%
ER
123
Enlightenment Research
Florida
$4K +$5.31K +300 New
GWM
124
Geneos Wealth Management
Colorado
$3K -$1.31K -74 -25%
HNB
125
Huntington National Bank
Ohio
$3K -$230 -13 -5%
3 4
5
6 7

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.