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JELD-WEN Holding

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: 153169 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$22K +$4.88K +188 +29%
SFM
152
Signet Financial Management
New Jersey
$15K +$14.5K +560 New
HFM
153
Harvest Fund Management
China
$7K -$20.4K -786 -74%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$7K +$6.9K +266 New
EI
155
Ellevest Inc
New York
$6K +$3.32K +128 +158%
FCA
156
FinTrust Capital Advisors
South Carolina
$5K
TWA
157
TCI Wealth Advisors
Arizona
$5K +$1.48K +57 +43%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$4K
PCG
159
Private Capital Group
Connecticut
$4K
QCG
160
Quadrant Capital Group
Ohio
$3K
AIP
161
Ahrens Investment Partners
Louisiana
$3K +$2.59K +100 New
PMFA
162
Plante Moran Financial Advisors
Michigan
$2K +$1.76K +68 New
Manulife (Manufacturers Life Insurance)
163
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.15K -$1.87K -72 -0.2%
S
164
SignatureFD
Georgia
$1K -$752 -29 -43%
CFGS
165
Concourse Financial Group Securities
Alabama
$1K -$207 -8 -29%
C
166
Covestor
United Kingdom
$1K +$648 +25 New
JWA
167
JFS Wealth Advisors
Pennsylvania
$1K +$674 +26 New
Capital World Investors
168
Capital World Investors
California
-$10.4M -415,000 Closed
LCP
169
LGT Capital Partners
Switzerland
-$5.26M -210,000 Closed
Hudson Bay Capital Management
170
Hudson Bay Capital Management
Connecticut
-$3.98M -158,812 Closed
KC
171
Kingfisher Capital
North Carolina
-$2.88M -115,022 Closed
Arrowstreet Capital
172
Arrowstreet Capital
Massachusetts
-$1.61M -64,161 Closed
B
173
Bailard
California
-$598K -23,900 Closed
TC
174
TwinBeech Capital
New York
-$576K -22,994 Closed
AG
175
Algert Global
California
-$433K -17,300 Closed

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.