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JELD-WEN Holding
JELD

146 hedge funds and large institutions have $1.3B invested in JELD-WEN Holding in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 47 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.11B → $1.3B (+$186M)

9% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 47

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.75% less ownership

Funds ownership: 62.4% → 60.66% (-1.7%)

5% less funds holding

Funds holding: 153 → 146 (-7)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

Holders
146
Holders Change
-7
Holders Change %
-4.58%
% of All Funds
3.17%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
51
Reduced
47
Closed
27
Calls
$3.41M
Puts
–
Net Calls
+$3.41M
Net Calls Change
+$770K

Top Buyers

1
N
Nuveen
North Carolina
+$11.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$6.63M
3
Morgan Stanley
Morgan Stanley
New York
+$3.92M
4
SCA
Southpoint Capital Advisors
New York
+$3.68M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.27M

Top Sellers

1
HP
Hound Partners
New York
-$10.1M
2
Millennium Management
Millennium Management
New York
-$7.95M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$7.81M
4
IP
Interval Partners
New York
-$4.58M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
126
Advisor Group
Arizona
$40K – – –
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$21K -$887 -44 -4%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$18K +$11.8K +583 +212%
US Bancorp
129
US Bancorp
Minnesota
$15K – – –
AAP
130
Arax Advisory Partners
Colorado
$13K +$12.1K +602 New
MAM
131
Meeder Asset Management
Ohio
$8K +$7.44K +369 New
AOWM
132
Alpha Omega Wealth Management
Virginia
$7K +$7.06K +350 New
NFG
133
Next Financial Group
Texas
$4K -$504 -25 -12%
GWM
134
Geneos Wealth Management
Colorado
$4K – – –
PA
135
Parallel Advisors
California
$4K – – –
JFGIW
136
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K +$3.61K +179 New
HNB
137
Huntington National Bank
Ohio
$3K -$383 -19 -11%
PCP
138
Proficio Capital Partners
Massachusetts
$3K +$60 +3 +2%
BCA
139
Berman Capital Advisors
Georgia
$3K +$2.28K +113 +251%
FMII
140
Farmers & Merchants Investments Inc
Nebraska
$2K – – –
TWA
141
TCI Wealth Advisors
Arizona
$1K – – –
WT
142
Whittier Trust
California
$1K – – –
IP
143
Interval Partners
New York
– -$4.58M -259,598 Closed
SFM
144
Systematic Financial Management
New Jersey
– -$3.41M -193,100 Closed
Squarepoint
145
Squarepoint
New York
– -$1.53M -86,697 Closed
SSA
146
Schonfeld Strategic Advisors
New York
– -$1.15M -65,000 Closed
Tudor Investment Corp
147
Tudor Investment Corp
Connecticut
– -$990K -56,064 Closed
ACM
148
AlphaCrest Capital Management
New York
– -$987K -55,908 Closed
HCM
149
Highbridge Capital Management
New York
– -$621K -35,143 Closed
Verition Fund Management
150
Verition Fund Management
Connecticut
– -$547K -30,973 Closed
3 4 5
6
7

JELD Hedge Fund Activity: Q2 2019 in Review

146 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q2 2019, worth a combined $1.3B — up 17% from $1.11B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of JELD and 23 opened new positions — a net loss of 4 holders — while 47 trimmed existing stakes and 51 added.

The largest buyer was Nuveen, opening a new position worth an estimated $11.5M. The largest seller was Hound Partners, cutting an estimated $10.1M.

  • 146 institutional investors held JELD-WEN Holding (JELD) as of Q2 2019, down from 153 in Q1 2019.
  • Funds reported $1.3B of JELD-WEN Holding stock for Q2 2019, up 17% quarter-over-quarter.
  • 23 funds opened new JELD-WEN Holding positions in Q2 2019 and 27 closed out, a net change of -4 holders.
  • The largest JELD-WEN Holding buyer in Q2 2019 was Nuveen, an estimated $11.5M added.
  • The largest JELD-WEN Holding seller in Q2 2019 was Hound Partners, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2019.