JELD-WEN Holding
JELD
178 hedge funds and large institutions have $1.09B invested in JELD-WEN Holding in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 16 closing their positions.
9,946% more call options, than puts
Call options by funds: $3.92M | Put options by funds: $39K
88% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 16
23% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 57
7% more funds holding
Funds holding: 166 → 178 (+12)
1.26% more ownership
Funds ownership: 94.63% → 95.89% (+1.3%)
23% less capital invested
Capital invested by funds: $1.41B → $1.09B (-$318M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$16.7M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$9.85M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.4M |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$3.87M |
| 5 |
Morgan Stanley
New York
|
+$3.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$21.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$14.2M |
| 3 |
TC
Towle & Co
Denver,
Colorado
|
-$3.63M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$3.38M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$3.32M |
JELD Hedge Fund Activity: Q3 2023 in Review
178 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q3 2023, worth a combined $1.09B — down 23% from $1.41B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new JELD positions and 16 closed out — a net gain of 14 holders — while 70 added to existing stakes and 57 trimmed.
The largest buyer was BlackRock, adding an estimated $16.7M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $21.5M sold.
- 178 institutional investors held JELD-WEN Holding (JELD) as of Q3 2023, up from 166 in Q2 2023.
- Funds reported $1.09B of JELD-WEN Holding stock for Q3 2023, down 23% quarter-over-quarter.
- 30 funds opened new JELD-WEN Holding positions in Q3 2023 and 16 closed out, a net change of +14 holders.
- The largest JELD-WEN Holding buyer in Q3 2023 was BlackRock, an estimated $16.7M added.
- The largest JELD-WEN Holding seller in Q3 2023 was T. Rowe Price Investment Management, an estimated $21.5M sold.
Based on aggregated 13F filings for Q3 2023.