JELD-WEN Holding
JELD
152 hedge funds and large institutions have $2.09B invested in JELD-WEN Holding in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 40 reducing their positions, and 28 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
85% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 40
25% more call options, than puts
Call options by funds: $5.32M | Put options by funds: $4.27M
10.41% more ownership
Funds ownership: 69.81% → 80.22% (+10%)
7% more capital invested
Capital invested by funds: $1.95B → $2.09B (+$134M)
5% less funds holding
Funds holding: 160 → 152 (-8)
29% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$111M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$37.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$33.4M |
| 4 |
Pzena Investment Management
New York
|
+$29.7M |
| 5 |
BlackRock
New York
|
+$25.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$24.8M |
| 2 |
Morgan Stanley
New York
|
-$24.6M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$16.9M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$13M |
| 5 |
CCM
CAAS Capital Management
New York
|
-$9.82M |
JELD Hedge Fund Activity: Q2 2021 in Review
152 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q2 2021, worth a combined $2.09B — up 6.9% from $1.95B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of JELD and 20 opened new positions — a net loss of 8 holders — while 40 trimmed existing stakes and 74 added.
The largest buyer was Fidelity Investments, adding an estimated $111M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $24.8M sold.
- 152 institutional investors held JELD-WEN Holding (JELD) as of Q2 2021, down from 160 in Q1 2021.
- Funds reported $2.09B of JELD-WEN Holding stock for Q2 2021, up 6.9% quarter-over-quarter.
- 20 funds opened new JELD-WEN Holding positions in Q2 2021 and 28 closed out, a net change of -8 holders.
- The largest JELD-WEN Holding buyer in Q2 2021 was Fidelity Investments, an estimated $111M added.
- The largest JELD-WEN Holding seller in Q2 2021 was Balyasny Asset Management, an estimated $24.8M sold.
Based on aggregated 13F filings for Q2 2021.