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JELD-WEN Holding
JELD

150 hedge funds and large institutions have $1.45B invested in JELD-WEN Holding in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

279,650% more call options, than puts

Call options by funds: $5.59M | Put options by funds: $2K

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

22% more capital invested

Capital invested by funds: $1.19B → $1.45B (+$265M)

12% more funds holding

Funds holding: 134 → 150 (+16)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

0.45% more ownership

Funds ownership: 61.25% → 61.7% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
150
Holders Change
+16
Holders Change %
+11.94%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
39
Increased
51
Reduced
46
Closed
23
Calls
$5.59M
Puts
$2K
Net Calls
+$5.59M
Net Calls Change
-$439K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$43.8M
2
SCM
SG Capital Management
Illinois
+$14.2M
3
IECM
Intrinsic Edge Capital Management
Illinois
+$13M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.1M
5
Millennium Management
Millennium Management
New York
+$9.11M

Top Sellers

Rank Fund Capital Flow
1
HP
Hound Partners
New York
-$54.3M
2
SCA
Southpoint Capital Advisors
New York
-$38.6M
3
ELI
Empire Life Investments
Ontario, Canada
-$20.3M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$13.3M
5
Jennison Associates
Jennison Associates
New York
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
DnB Asset Management
151
DnB Asset Management
Norway
– -$3.25M -168,144 Closed
CIC
152
Cornercap Investment Counsel
Georgia
– -$1.1M -57,235 Closed
GH
153
GAM Holding
Switzerland
– -$1.03M -53,420 Closed
PNC
154
Park National Corp
Ohio
– -$983K -50,980 Closed
PAA
155
Peregrine Asset Advisers
Oregon
– -$778K -40,306 Closed
TRSOTSOK
156
Teachers Retirement System of the State of Kentucky
Kentucky
– -$501K -25,975 Closed
BAM
157
Blueshift Asset Management
New Jersey
– -$321K -16,659 Closed
Envestnet Asset Management
158
Envestnet Asset Management
Illinois
– -$310K -16,086 Closed
QT
159
Quantbot Technologies
New York
– -$264K -13,700 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
160
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$204K -10,575 Closed
Acadian Asset Management
161
Acadian Asset Management
Massachusetts
– -$80K -4,135 Closed
PCM
162
Prelude Capital Management
New York
– -$35K -1,800 Closed
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
– -$19K -974 Closed
NIT
164
NumerixS Investment Technologies
British Columbia, Canada
– -$17K -900 Closed
AAP
165
Arax Advisory Partners
Colorado
– -$12K -634 Closed
HNB
166
Huntington National Bank
Ohio
– -$9K -489 Closed
GWM
167
Geneos Wealth Management
Colorado
– -$4K -221 Closed
NFG
168
Next Financial Group
Texas
– -$2K -103 Closed
FMII
169
Farmers & Merchants Investments Inc
Nebraska
– -$2K -97 Closed
IA
170
IFP Advisors
Florida
– -$1.3K -63 Closed
VCM
171
Versant Capital Management
Arizona
– -$124 -6 -19%
3 4 5 6
7

JELD Hedge Fund Activity: Q4 2019 in Review

150 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q4 2019, worth a combined $1.45B — up 22% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new JELD positions and 23 closed out — a net gain of 16 holders — while 51 added to existing stakes and 46 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $43.8M. The largest seller was Hound Partners, cutting an estimated $54.3M.

  • 150 institutional investors held JELD-WEN Holding (JELD) as of Q4 2019, up from 134 in Q3 2019.
  • Funds reported $1.45B of JELD-WEN Holding stock for Q4 2019, up 22% quarter-over-quarter.
  • 39 funds opened new JELD-WEN Holding positions in Q4 2019 and 23 closed out, a net change of +16 holders.
  • The largest JELD-WEN Holding buyer in Q4 2019 was Goldman Sachs, an estimated $43.8M added.
  • The largest JELD-WEN Holding seller in Q4 2019 was Hound Partners, an estimated $54.3M sold.

Based on aggregated 13F filings for Q4 2019.