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JELD-WEN Holding

184 hedge funds and large institutions have $1.75B invested in JELD-WEN Holding in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,543% more call options, than puts

Call options by funds: $34.1M | Put options by funds: $605K

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

10% more capital invested

Capital invested by funds: $1.59B → $1.75B (+$156M)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

1% more funds holding

Funds holding: 183184 (+1)

2.7% less ownership

Funds ownership: 98.9%96.2% (-2.7%)

27% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 78

Holders
184
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
2.65%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
25
Increased
57
Reduced
78
Closed
23
Calls
$34.1M
Puts
$605K
Net Calls
+$33.5M
Net Calls Change
+$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
126
PEAK6 Investments
Illinois
$358K +$315K +16,855 New
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$351K -$84.2K -4,511 -21%
SEI Investments
128
SEI Investments
Pennsylvania
$338K -$59.8K -3,200 -17%
AAIS
129
ABN AMRO Investment Solutions
$332K
ProShare Advisors
130
ProShare Advisors
Maryland
$325K +$22.5K +1,205 +9%
XT
131
XTX Topco
Cayman Islands
$317K -$224K -12,005 -45%
Creative Planning
132
Creative Planning
Kansas
$312K +$274K +14,696 New
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$312K +$274K +14,685 New
COI
134
Connable Office Inc
Michigan
$289K -$11.7K -627 -4%
Cambridge Investment Research Advisors
135
Cambridge Investment Research Advisors
Iowa
$280K +$6.22K +333 +3%
PP
136
PDT Partners
New York
$265K +$233K +12,492 New
Mackenzie Financial
137
Mackenzie Financial
Ontario, Canada
$244K +$214K +11,481 New
State Board of Administration of Florida Retirement System
138
State Board of Administration of Florida Retirement System
Florida
$238K -$209K -11,171 -37%
EI
139
Ethic Inc
New York
$238K -$4.93K -264 -2%
Cerity Partners
140
Cerity Partners
New York
$237K +$209K +11,184 New
Mariner
141
Mariner
Kansas
$232K +$204K +10,924 New
Pictet Asset Management
142
Pictet Asset Management
Switzerland
$231K
Handelsbanken Fonder
143
Handelsbanken Fonder
Sweden
$223K
VI
144
Versor Investments
New York
$223K +$196K +10,500 New
LOAMU
145
Lombard Odier Asset Management (USA)
New York
$204K +$180K +9,621 New
FRM
146
Fox Run Management
Connecticut
$204K -$105K -5,606 -37%
Canada Life
147
Canada Life
Manitoba, Canada
$199K -$19.2K -1,027 -10%
AIP
148
Ameritas Investment Partners
Nebraska
$180K
US Bancorp
149
US Bancorp
Minnesota
$164K
DekaBank Deutsche Girozentrale
150
DekaBank Deutsche Girozentrale
Germany
$127K

JELD Hedge Fund Activity: Q1 2024 in Review

184 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q1 2024, worth a combined $1.75B — up 9.8% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new JELD positions and 23 closed out — a net gain of 2 holders — while 57 added to existing stakes and 78 trimmed.

The largest buyer was American Century Companies, adding an estimated $21.6M. The largest seller was Morgan Stanley, cutting an estimated $44.8M.

  • 184 institutional investors held JELD-WEN Holding (JELD) as of Q1 2024, up from 183 in Q4 2023.
  • Funds reported $1.75B of JELD-WEN Holding stock for Q1 2024, up 9.8% quarter-over-quarter.
  • 25 funds opened new JELD-WEN Holding positions in Q1 2024 and 23 closed out, a net change of +2 holders.
  • The largest JELD-WEN Holding buyer in Q1 2024 was American Century Companies, an estimated $21.6M added.
  • The largest JELD-WEN Holding seller in Q1 2024 was Morgan Stanley, an estimated $44.8M sold.

Based on aggregated 13F filings for Q1 2024.