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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$57.3M |
| 2 |
Pzena Investment Management
New York
|
+$26.2M |
| 3 |
SCA
Southpoint Capital Advisors
New York
|
+$24.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$20.5M |
| 5 |
RCM
Raging Capital Management
Rocky Hill,
New Jersey
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Channing Capital Management
Chicago,
Illinois
|
-$48.5M |
| 2 |
JP Morgan Chase
New York
|
-$35.9M |
| 3 |
CC
Cannell & Co
New York
|
-$23.3M |
| 4 |
OWP
Obermeyer Wealth Partners
Aspen,
Colorado
|
-$23M |
| 5 |
HP
Hound Partners
New York
|
-$18.4M |
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.