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JELD-WEN Holding

169 hedge funds and large institutions have $2.28B invested in JELD-WEN Holding in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more call options, than puts

Call options by funds: $3.66M | Put options by funds: $881K

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

31% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 49

10% more funds holding

Funds holding: 153169 (+16)

3% more capital invested

Capital invested by funds: $2.23B → $2.28B (+$56.3M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.95% less ownership

Funds ownership: 96.53%94.58% (-1.9%)

Holders
169
Holders Change
+16
Holders Change %
+10.46%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
35
Increased
64
Reduced
49
Closed
18
Calls
$3.66M
Puts
$881K
Net Calls
+$2.78M
Net Calls Change
+$4.03M
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
101
Easterly Investment Partners
Massachusetts
$593K -$233K -8,980 -29%
SG Americas Securities
102
SG Americas Securities
New York
$581K -$384K -14,823 -40%
Handelsbanken Fonder
103
Handelsbanken Fonder
Sweden
$535K
ProShare Advisors
104
ProShare Advisors
Maryland
$527K +$239K +9,228 +86%
ZCA
105
Zeke Capital Advisors
Pennsylvania
$519K
PI
106
Putnam Investments
Massachusetts
$519K +$510K +19,676 New
PP
107
PDT Partners
New York
$514K +$506K +19,498 New
SEI Investments
108
SEI Investments
Pennsylvania
$481K -$35.7K -1,376 -7%
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$473K
American Century Companies
110
American Century Companies
Missouri
$467K -$440K -16,960 -49%
Teacher Retirement System of Texas
111
Teacher Retirement System of Texas
Texas
$467K +$61.4K +2,366 +15%
OQS
112
Occudo Quantitative Strategies
Florida
$465K +$457K +17,635 New
EGM
113
Engineers Gate Manager
New York
$458K +$22.3K +859 +5%
CHP
114
Cable Hill Partners
Oregon
$417K
CI Investments Inc
115
CI Investments Inc
Ontario, Canada
$395K +$389K +15,000 New
E
116
Ergoteles
New York
$383K +$377K +14,520 New
Janus Henderson Group
117
Janus Henderson Group
United Kingdom
$382K +$376K +14,501 New
Victory Capital Management
118
Victory Capital Management
Texas
$381K -$24.7K -952 -6%
CCIA
119
Campbell & Co Investment Adviser
Maryland
$364K +$358K +13,800 New
AB
120
Amalgamated Bank
New York
$356K +$23.3K +898 +7%
Federated Hermes
121
Federated Hermes
Pennsylvania
$355K +$310K +11,968 +791%
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$350K +$58.6K +2,258 +21%
US Bancorp
123
US Bancorp
Minnesota
$349K -$3.01K -116 -0.9%
Mitsubishi UFJ Trust & Banking
124
Mitsubishi UFJ Trust & Banking
Japan
$346K
Mariner
125
Mariner
Kansas
$298K +$8.66K +334 +3%

JELD Hedge Fund Activity: Q4 2021 in Review

169 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q4 2021, worth a combined $2.28B — up 2.5% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new JELD positions and 18 closed out — a net gain of 17 holders — while 64 added to existing stakes and 49 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.9M. The largest seller was Wellington Management Group, cutting an estimated $35.9M.

  • 169 institutional investors held JELD-WEN Holding (JELD) as of Q4 2021, up from 153 in Q3 2021.
  • Funds reported $2.28B of JELD-WEN Holding stock for Q4 2021, up 2.5% quarter-over-quarter.
  • 35 funds opened new JELD-WEN Holding positions in Q4 2021 and 18 closed out, a net change of +17 holders.
  • The largest JELD-WEN Holding buyer in Q4 2021 was Morgan Stanley, an estimated $18.9M added.
  • The largest JELD-WEN Holding seller in Q4 2021 was Wellington Management Group, an estimated $35.9M sold.

Based on aggregated 13F filings for Q4 2021.