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JELD-WEN Holding
JELD

167 hedge funds and large institutions have $759M invested in JELD-WEN Holding in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 57 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 57

7% more capital invested

Capital invested by funds: $708M → $759M (+$50.2M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 168 → 167 (-1)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

1.1% less ownership

Funds ownership: 96.08% → 94.98% (-1.1%)

76% less call options, than puts

Call options by funds: $413K | Put options by funds: $1.71M

Holders
167
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
64
Reduced
57
Closed
30
Calls
$413K
Puts
$1.71M
Net Calls
-$1.29M
Net Calls Change
+$584K

Top Buyers

Rank Fund Capital Flow
1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$8.5M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$6.13M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.81M
4
N
Nuveen
North Carolina
+$4.97M
5
TCAM
Turtle Creek Asset Management
Ontario, Canada
+$4.08M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.1M
2
Millennium Management
Millennium Management
New York
-$6.87M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.73M
4
Marshall Wace
Marshall Wace
United Kingdom
-$6.13M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$182K +$8.35K +860 +5%
Janus Henderson Group
102
Janus Henderson Group
United Kingdom
$179K -$180K -18,554 -50%
Citigroup
103
Citigroup
New York
$174K +$28.2K +2,902 +19%
SAM
104
Shell Asset Management
Netherlands
$172K -$37.3K -3,845 -18%
Rafferty Asset Management
105
Rafferty Asset Management
New York
$161K +$36.2K +3,731 +29%
MC
106
Maverick Capital
Texas
$158K +$159K +16,407 New
Man Group
107
Man Group
United Kingdom
$154K +$155K +15,936 New
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$152K – – –
COI
109
Connable Office Inc
Michigan
$147K +$5.46K +563 +4%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$134K +$135K +13,904 New
EI
111
Ethic Inc
New York
$134K +$134K +13,853 New
Envestnet Asset Management
112
Envestnet Asset Management
Illinois
$130K +$131K +13,465 New
CC
113
Corton Capital
Ontario, Canada
$124K +$124K +12,807 New
AB
114
Amalgamated Bank
New York
$117K – – –
HSBC Holdings
115
HSBC Holdings
United Kingdom
$117K +$5.33K +549 +5%
SSA
116
Schonfeld Strategic Advisors
New York
$114K -$337K -34,700 -75%
DU
117
Delphia (USA)
Ontario, Canada
$114K +$114K +11,767 New
BFM
118
Boothbay Fund Management
New York
$109K -$68.8K -7,088 -39%
PCM
119
Prelude Capital Management
New York
$108K +$108K +11,164 New
PAMS
120
Pictet Asset Management (Switzerland)
Switzerland
$105K +$106K +10,887 New
ProShare Advisors
121
ProShare Advisors
Maryland
$104K +$104K +10,735 New
Handelsbanken Fonder
122
Handelsbanken Fonder
Sweden
$101K – – –
YIH
123
Y-Intercept (HK)
Hong Kong
$99.6K +$100K +10,322 New
CT
124
Chicago Trust
Illinois
$98K -$2.82K -291 -3%
DCM
125
Dupont Capital Management
Delaware
$95.5K +$96.1K +9,900 New
3 4
5
6 7

JELD Hedge Fund Activity: Q4 2022 in Review

167 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q4 2022, worth a combined $759M — up 7.1% from $708M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of JELD and 29 opened new positions — a net loss of 1 holder — while 57 trimmed existing stakes and 64 added.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $8.5M. The largest seller was Fidelity Investments, cutting an estimated $11.1M.

  • 167 institutional investors held JELD-WEN Holding (JELD) as of Q4 2022, down from 168 in Q3 2022.
  • Funds reported $759M of JELD-WEN Holding stock for Q4 2022, up 7.1% quarter-over-quarter.
  • 29 funds opened new JELD-WEN Holding positions in Q4 2022 and 30 closed out, a net change of -1 holder.
  • The largest JELD-WEN Holding buyer in Q4 2022 was Fuller & Thaler Asset Management, an estimated $8.5M added.
  • The largest JELD-WEN Holding seller in Q4 2022 was Fidelity Investments, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2022.