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JELD-WEN Holding

161 hedge funds and large institutions have $1.4B invested in JELD-WEN Holding in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 9

40% more capital invested

Capital invested by funds: $1B → $1.4B (+$399M)

26% more funds holding

Funds holding: 128161 (+33)

9% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $3.84M

0.15% more ownership

Funds ownership: 61.83%61.98% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

15% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 55

Holders
161
Holders Change
+33
Holders Change %
+25.78%
% of All Funds
3.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
42
Increased
47
Reduced
55
Closed
9
Calls
$4.18M
Puts
$3.84M
Net Calls
+$346K
Net Calls Change
-$247K
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
151
Millennium Management
New York
$6.19K +$1.23M +60,153 +28%
ASN
152
Advisory Services Network
Georgia
$5K +$4.09K +200 New
PCG
153
Private Capital Group
Connecticut
$3K -$2.72K -133 -48%
BWA
154
Burt Wealth Advisors
Maryland
$3K
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$3K
QCG
156
Quadrant Capital Group
Ohio
$3K
PFS
157
Prospera Financial Services
Texas
$3K +$3.07K +150 New
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$2K +$1.37K +67 New
FCA
159
FinTrust Capital Advisors
South Carolina
$4 +$3.27K +160 +552%
Principal Financial Group
160
Principal Financial Group
Iowa
-$5.29M -328,400 Closed
SCA
161
Southpoint Capital Advisors
New York
-$3.32M -206,221 Closed
ELI
162
Empire Life Investments
Ontario, Canada
-$2.09M -129,750 Closed
Squarepoint
163
Squarepoint
New York
-$1.37M -84,903 Closed
PEA
164
Platinum Equity Advisors
California
-$872K -54,103 Closed
SG Americas Securities
165
SG Americas Securities
New York
-$654K -40,569 Closed
TPWA
166
TRUE Private Wealth Advisors
Oregon
-$24K -1,512 Closed
SF
167
Synovus Financial
Georgia
-$16K -1,004 Closed
PAG
168
Private Advisor Group
New Jersey
-$5K -300 Closed
EI
169
Ellevest Inc
New York
+$164 +8 New
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
+$368 +18 New

JELD Hedge Fund Activity: Q3 2020 in Review

161 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q3 2020, worth a combined $1.4B — up 40% from $1B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new JELD positions and 9 closed out — a net gain of 33 holders — while 47 added to existing stakes and 55 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $26M. The largest seller was Pzena Investment Management, cutting an estimated $58.2M.

  • 161 institutional investors held JELD-WEN Holding (JELD) as of Q3 2020, up from 128 in Q2 2020.
  • Funds reported $1.4B of JELD-WEN Holding stock for Q3 2020, up 40% quarter-over-quarter.
  • 42 funds opened new JELD-WEN Holding positions in Q3 2020 and 9 closed out, a net change of +33 holders.
  • The largest JELD-WEN Holding buyer in Q3 2020 was Wellington Management Group, an estimated $26M added.
  • The largest JELD-WEN Holding seller in Q3 2020 was Pzena Investment Management, an estimated $58.2M sold.

Based on aggregated 13F filings for Q3 2020.