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JELD-WEN Holding
JELD

161 hedge funds and large institutions have $1.4B invested in JELD-WEN Holding in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 9

40% more capital invested

Capital invested by funds: $1B → $1.4B (+$399M)

26% more funds holding

Funds holding: 128 → 161 (+33)

9% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $3.84M

0.15% more ownership

Funds ownership: 61.83% → 61.98% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

15% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 55

Holders
161
Holders Change
+33
Holders Change %
+25.78%
% of All Funds
3.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
42
Increased
47
Reduced
55
Closed
9
Calls
$4.18M
Puts
$3.84M
Net Calls
+$346K
Net Calls Change
-$247K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$26M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$15.3M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
+$15.1M
4
Jennison Associates
Jennison Associates
New York
+$9.95M
5
Prudential Financial
Prudential Financial
New Jersey
+$5.5M

Top Sellers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
-$58.2M
2
Renaissance Technologies
Renaissance Technologies
New York
-$6.26M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$6.02M
4
TSW
Thompson Siegel & Walmsley
Virginia
-$5.6M
5
Principal Financial Group
Principal Financial Group
Iowa
-$5.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
COI
126
Connable Office Inc
Michigan
$308K -$9.21K -450 -3%
AG
127
Aperio Group
California
$303K +$16.2K +792 +6%
US Bancorp
128
US Bancorp
Minnesota
$302K +$37.3K +1,822 +16%
Allianz Asset Management
129
Allianz Asset Management
Germany
$292K +$264K +12,900 New
UBS Group
130
UBS Group
Switzerland
$286K -$694K -33,897 -73%
Marshall Wace
131
Marshall Wace
United Kingdom
$263K +$238K +11,631 New
American Century Companies
132
American Century Companies
Missouri
$261K +$236K +11,553 New
PNC
133
Park National Corp
Ohio
$246K – – –
QT
134
Quantbot Technologies
New York
$245K +$222K +10,871 New
Mariner
135
Mariner
Kansas
$229K +$207K +10,123 New
Morgan Stanley
136
Morgan Stanley
New York
$200K -$294K -14,369 -62%
Macquarie Group
137
Macquarie Group
Australia
$196K +$3.03K +148 +2%
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$194K – – –
PI
139
PEAK6 Investments
Illinois
$146K -$55K -2,688 -29%
Schroder Investment Management Group
140
Schroder Investment Management Group
United Kingdom
$145K +$127K +6,186 New
AIP
141
Ameritas Investment Partners
Nebraska
$137K – – –
PCM
142
Prelude Capital Management
New York
$133K -$618K -30,188 -84%
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
$103K +$1.13K +55 +1%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$98K -$46.3K -2,262 -37%
Canada Life
145
Canada Life
Manitoba, Canada
$98K – – –
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$47K +$43K +2,100 New
Federated Hermes
147
Federated Hermes
Pennsylvania
$29K +$25.7K +1,256 New
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$19K -$389 -19 -2%
TSW
149
Thompson Siegel & Walmsley
Virginia
$18K -$5.6M -273,543 -100%
SOADOR
150
State of Alaska Department of Revenue
Alaska
$16K – – –
3 4 5
6
7

JELD Hedge Fund Activity: Q3 2020 in Review

161 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q3 2020, worth a combined $1.4B — up 40% from $1B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new JELD positions and 9 closed out — a net gain of 33 holders — while 47 added to existing stakes and 55 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $26M. The largest seller was Pzena Investment Management, cutting an estimated $58.2M.

  • 161 institutional investors held JELD-WEN Holding (JELD) as of Q3 2020, up from 128 in Q2 2020.
  • Funds reported $1.4B of JELD-WEN Holding stock for Q3 2020, up 40% quarter-over-quarter.
  • 42 funds opened new JELD-WEN Holding positions in Q3 2020 and 9 closed out, a net change of +33 holders.
  • The largest JELD-WEN Holding buyer in Q3 2020 was Wellington Management Group, an estimated $26M added.
  • The largest JELD-WEN Holding seller in Q3 2020 was Pzena Investment Management, an estimated $58.2M sold.

Based on aggregated 13F filings for Q3 2020.