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JELD-WEN Holding
JELD

Overview Fund Activity

171 hedge funds and large institutions have $1.01B invested in JELD-WEN Holding in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+5
Holders Change %
+3.01%
% of All Funds
2.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
65
Reduced
56
Closed
16
Calls
$1.24M
Puts
$3.07M
Net Calls
-$1.84M
Net Calls Change
-$540K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$26.7M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$25.1M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$14.1M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$6.38M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$102M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$118M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$103M
3
CSS
3
Cubist Systematic Strategies
Connecticut
$2.43M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$12.1M
5
ICM
5
Invenomic Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
151
Advisory Services Network
Georgia
$10.8K – – –
Barrow, Hanley, Mewhinney & Strauss
152
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.72K – – –
FHA
153
First Horizon Advisors
Tennessee
$7.57K +$7.57K +598 New
Group One Trading
154
Group One Trading
Illinois
$6.95K -$37K -2,923 -84%
TWA
155
TCI Wealth Advisors
Arizona
$6.81K – – –
PA
156
Parallel Advisors
California
$6.09K – – –
PLU
157
Performa Ltd (US)
South Carolina
$5.7K -$22.2K -1,750 -80%
BAM
158
Belpointe Asset Management
Nevada
$5.44K +$5.44K +430 New
LC
159
Lindbrook Capital
California
$5.25K +$1.61K +127 +44%
EWA
160
EverSource Wealth Advisors
Alabama
$4.13K -$2.14K -169 -34%
C
161
Covestor
United Kingdom
$3K -$81.2K -7,282 -96%
AF
162
Allworth Financial
California
$2.58K +$1.76K +139 +214%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
PTC
164
Private Trust Company
Ohio
$1.9K – – –
DA
165
Denali Advisors
California
$1.47K -$393 -31 -21%
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$1K – – –
BAAM
167
Baker Avenue Asset Management
California
$646 – – –
CB
168
CNB Bank
Pennsylvania
$544 – – –
SC
169
Schubert & Co
Texas
$76 – – –
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$63 +$63 +5 New
HNB
171
Huntington National Bank
Ohio
$13 – – –
ICM
172
Invenomic Capital Management
Massachusetts
– -$3.42M -354,823 Closed
Nordea Investment Management
173
Nordea Investment Management
Sweden
– -$2.41M -253,388 Closed
E
174
Ergoteles
New York
– -$363K -37,569 Closed
GCP
175
GSA Capital Partners
United Kingdom
– -$219K -22,654 Closed
4 5 6
7
8