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JELD-WEN Holding
JELD

169 hedge funds and large institutions have $2.28B invested in JELD-WEN Holding in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more call options, than puts

Call options by funds: $3.66M | Put options by funds: $881K

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

31% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 49

10% more funds holding

Funds holding: 153 → 169 (+16)

3% more capital invested

Capital invested by funds: $2.23B → $2.28B (+$56.3M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.95% less ownership

Funds ownership: 96.53% → 94.58% (-1.9%)

Holders
169
Holders Change
+16
Holders Change %
+10.46%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
35
Increased
64
Reduced
49
Closed
18
Calls
$3.66M
Puts
$881K
Net Calls
+$2.78M
Net Calls Change
+$4.03M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18.9M
2
IECM
Intrinsic Edge Capital Management
Illinois
+$18.3M
3
TCAM
Turtle Creek Asset Management
Ontario, Canada
+$12.5M
4
Renaissance Technologies
Renaissance Technologies
New York
+$10.3M
5
BlackRock
BlackRock
New York
+$7.37M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$35.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$29.2M
3
JP Morgan Chase
JP Morgan Chase
New York
-$27.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$18.5M
5
Wells Fargo
Wells Fargo
California
-$16.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
126
Principal Financial Group
Iowa
$289K -$8.25K -318 -3%
COI
127
Connable Office Inc
Michigan
$284K +$4.46K +172 +2%
JCA
128
Jade Capital Advisors
New Jersey
$274K – – –
FRM
129
Fox Run Management
Connecticut
$270K +$266K +10,244 New
Osaic Holdings
130
Osaic Holdings
Arizona
$267K +$1.5K +58 +0.6%
LCS
131
Levin Capital Strategies
New York
$264K +$259K +10,000 New
Envestnet Asset Management
132
Envestnet Asset Management
Illinois
$263K -$84.3K -3,252 -25%
COPPSERS
133
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$245K -$146K -5,620 -38%
VI
134
Versor Investments
New York
$222K -$278K -10,712 -56%
HSBC Holdings
135
HSBC Holdings
United Kingdom
$206K +$202K +7,793 New
AIP
136
Ameritas Investment Partners
Nebraska
$186K +$17.7K +684 +11%
Macquarie Group
137
Macquarie Group
Australia
$158K +$6.04K +233 +4%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$137K +$8.84K +341 +7%
Simplex Trading
139
Simplex Trading
Illinois
$134K +$132K +5,101 New
Canada Life
140
Canada Life
Manitoba, Canada
$92K – – –
Barrow, Hanley, Mewhinney & Strauss
141
Barrow, Hanley, Mewhinney & Strauss
Texas
$88K +$14K +539 +19%
SOW
142
State of Wyoming
Wyoming
$85K +$83.6K +3,223 New
TRCT
143
Tower Research Capital (TRC)
New York
$73K -$282K -10,881 -80%
Nisa Investment Advisors
144
Nisa Investment Advisors
Missouri
$70K -$14K -540 -15%
CC
145
Commons Capital
Massachusetts
$38K +$37.4K +1,442 New
SN
146
Sittner & Nelson
Oregon
$27K – – –
QT
147
Quantbot Technologies
New York
$27K +$27.1K +1,044 New
PHK
148
Point72 Hong Kong
Hong Kong
$26K +$26K +1,004 New
WIM
149
Wilen Investment Management
Florida
$25K – – –
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$24K +$2.15K +83 +10%
4 5
6
7 8

JELD Hedge Fund Activity: Q4 2021 in Review

169 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q4 2021, worth a combined $2.28B — up 2.5% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new JELD positions and 18 closed out — a net gain of 17 holders — while 64 added to existing stakes and 49 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.9M. The largest seller was Wellington Management Group, cutting an estimated $35.9M.

  • 169 institutional investors held JELD-WEN Holding (JELD) as of Q4 2021, up from 153 in Q3 2021.
  • Funds reported $2.28B of JELD-WEN Holding stock for Q4 2021, up 2.5% quarter-over-quarter.
  • 35 funds opened new JELD-WEN Holding positions in Q4 2021 and 18 closed out, a net change of +17 holders.
  • The largest JELD-WEN Holding buyer in Q4 2021 was Morgan Stanley, an estimated $18.9M added.
  • The largest JELD-WEN Holding seller in Q4 2021 was Wellington Management Group, an estimated $35.9M sold.

Based on aggregated 13F filings for Q4 2021.