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JELD-WEN Holding
JELD

168 hedge funds and large institutions have $708M invested in JELD-WEN Holding in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 18

23% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 53

11% more funds holding

Funds holding: 151 → 168 (+17)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.89% less ownership

Funds ownership: 96.96% → 96.08% (-0.89%)

42% less capital invested

Capital invested by funds: $1.23B → $708M (-$524M)

84% less call options, than puts

Call options by funds: $351K | Put options by funds: $2.23M

Holders
168
Holders Change
+17
Holders Change %
+11.26%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
65
Reduced
53
Closed
18
Calls
$351K
Puts
$2.23M
Net Calls
-$1.88M
Net Calls Change
-$4.46M

Top Buyers

Rank Fund Capital Flow
1
TC
Towle & Co
Colorado
+$27.6M
2
Millennium Management
Millennium Management
New York
+$19.3M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$14.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$9.82M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$9.49M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$142M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$31.4M
3
SC
Sasco Capital
Connecticut
-$15.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$13.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
101
SG Americas Securities
New York
$218K +$38.7K +2,953 +13%
ZCA
102
Zeke Capital Advisors
Pennsylvania
$212K +$30.3K +2,315 +11%
ASRS
103
Arizona State Retirement System
Arizona
$207K -$9.27K -707 -3%
CANY
104
Caxton Associates (New York)
New York
$201K +$301K +22,990 New
SAM
105
Shell Asset Management
Netherlands
$189K -$74.4K -5,673 -21%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$187K +$33.9K +2,589 +14%
Victory Capital Management
107
Victory Capital Management
Texas
$181K +$51.4K +3,924 +23%
BC
108
Bridgefront Capital
Texas
$173K +$72.4K +5,525 +39%
BFM
109
Boothbay Fund Management
New York
$161K +$241K +18,387 New
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$157K – – –
Cambridge Investment Research Advisors
111
Cambridge Investment Research Advisors
Iowa
$138K – – –
Citigroup
112
Citigroup
New York
$132K -$89.1K -6,798 -31%
COI
113
Connable Office Inc
Michigan
$128K +$25K +1,904 +15%
Rafferty Asset Management
114
Rafferty Asset Management
New York
$114K -$11.9K -905 -7%
TRCT
115
Tower Research Capital (TRC)
New York
$114K +$136K +10,350 +388%
Teacher Retirement System of Texas
116
Teacher Retirement System of Texas
Texas
$109K -$21.5K -1,639 -12%
AB
117
Amalgamated Bank
New York
$106K -$511 -39 -0.3%
HSBC Holdings
118
HSBC Holdings
United Kingdom
$104K -$114K -8,702 -43%
FRM
119
Fox Run Management
Connecticut
$103K +$154K +11,782 New
PP
120
PDT Partners
New York
$100K -$529K -40,343 -78%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$96K +$40.6K +3,100 +39%
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$94K – – –
Holocene Advisors
123
Holocene Advisors
New York
$92K -$472K -36,050 -77%
Handelsbanken Fonder
124
Handelsbanken Fonder
Sweden
$92K – – –
Verition Fund Management
125
Verition Fund Management
Connecticut
$92K +$138K +10,518 New
3 4
5
6 7

JELD Hedge Fund Activity: Q3 2022 in Review

168 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q3 2022, worth a combined $708M — down 42% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new JELD positions and 18 closed out — a net gain of 18 holders — while 65 added to existing stakes and 53 trimmed.

The largest buyer was Towle & Co, opening a new position worth an estimated $27.6M. The largest seller was Fidelity Investments, cutting an estimated $142M.

  • 168 institutional investors held JELD-WEN Holding (JELD) as of Q3 2022, up from 151 in Q2 2022.
  • Funds reported $708M of JELD-WEN Holding stock for Q3 2022, down 42% quarter-over-quarter.
  • 36 funds opened new JELD-WEN Holding positions in Q3 2022 and 18 closed out, a net change of +18 holders.
  • The largest JELD-WEN Holding buyer in Q3 2022 was Towle & Co, an estimated $27.6M added.
  • The largest JELD-WEN Holding seller in Q3 2022 was Fidelity Investments, an estimated $142M sold.

Based on aggregated 13F filings for Q3 2022.