JELD-WEN Holding
JELD
134 hedge funds and large institutions have $1.19B invested in JELD-WEN Holding in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 27 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 41
0.59% more ownership
Funds ownership: 60.66% → 61.25% (+0.59%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
8% less funds holding
Funds holding: 146 → 134 (-12)
8% less capital invested
Capital invested by funds: $1.3B → $1.19B (-$109M)
44% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 27
Top Buyers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$47.2M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$12.7M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$11.4M |
| 4 |
Goldman Sachs
New York
|
+$4.97M |
| 5 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$4.25M |
Top Sellers
| 1 |
HP
Hound Partners
New York
|
-$37.9M |
| 2 |
SCA
Southpoint Capital Advisors
New York
|
-$13.2M |
| 3 |
ELI
Empire Life Investments
Toronto,
Ontario, Canada
|
-$11.7M |
| 4 |
RCM
Raging Capital Management
Rocky Hill,
New Jersey
|
-$10.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PHK
151
Point72 Hong Kong
Hong Kong
| – | -$58K | -2,716 | Closed |
|
|
MAM
152
Meeder Asset Management
Dublin,
Ohio
| – | -$8K | -369 | Closed |
|
|
AOWM
153
Alpha Omega Wealth Management
Richmond,
Virginia
| – | -$7K | -350 | Closed |
|
|
JFGIW
154
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$4K | -179 | Closed |
|
|
BCA
155
Berman Capital Advisors
Atlanta,
Georgia
| – | -$3K | -158 | Closed |
|
|
PCP
156
Proficio Capital Partners
Newton,
Massachusetts
| – | -$3K | -135 | Closed |
|
157
Simplex Trading
Chicago,
Illinois
| – | -$155 | -8 | Closed |
|
|
TWA
158
TCI Wealth Advisors
Tucson,
Arizona
| – | -$39 | -2 | -8% |
|
JELD Hedge Fund Activity: Q3 2019 in Review
134 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q3 2019, worth a combined $1.19B — down 8.4% from $1.3B a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of JELD and 15 opened new positions — a net loss of 12 holders — while 41 trimmed existing stakes and 50 added.
The largest buyer was Wellington Management Group, adding an estimated $47.2M. The largest seller was Hound Partners, cutting an estimated $37.9M.
- 134 institutional investors held JELD-WEN Holding (JELD) as of Q3 2019, down from 146 in Q2 2019.
- Funds reported $1.19B of JELD-WEN Holding stock for Q3 2019, down 8.4% quarter-over-quarter.
- 15 funds opened new JELD-WEN Holding positions in Q3 2019 and 27 closed out, a net change of -12 holders.
- The largest JELD-WEN Holding buyer in Q3 2019 was Wellington Management Group, an estimated $47.2M added.
- The largest JELD-WEN Holding seller in Q3 2019 was Hound Partners, an estimated $37.9M sold.
Based on aggregated 13F filings for Q3 2019.