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JELD-WEN Holding

168 hedge funds and large institutions have $1.31B invested in JELD-WEN Holding in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $512K

15% more capital invested

Capital invested by funds: $1.14B → $1.31B (+$172M)

0.18% less ownership

Funds ownership: 98.18%98% (-0.18%)

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

1% less funds holding

Funds holding: 170168 (-2)

18% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 66

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
168
Holders Change
-2
Holders Change %
-1.18%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
24
Increased
54
Reduced
66
Closed
26
Calls
$1.23M
Puts
$512K
Net Calls
+$716K
Net Calls Change
-$26.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$6K +$1.19K +81 +30%
PLU
152
Performa Ltd (US)
South Carolina
$3.95K -$734 -50 -17%
SCM
153
Sterling Capital Management
North Carolina
$3.67K +$3.4K +232 New
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$3.57K +$440 +30 +15%
FFA
155
Farther Finance Advisors
California
$3.24K -$793 -54 -21%
AF
156
Allworth Financial
California
$2.25K
VCM
157
Versant Capital Management
Arizona
$2.13K
Bessemer Group
158
Bessemer Group
New Jersey
$2K +$1.91K +130 New
RIL
159
Rothschild Investment LLC
Illinois
$1.9K +$1.47K +100 +500%
HNB
160
Huntington National Bank
Ohio
$1.72K -$411 -28 -20%
MG
161
Mather Group
Illinois
$1.58K +$1.47K +100 New
Barrow, Hanley, Mewhinney & Strauss
162
Barrow, Hanley, Mewhinney & Strauss
Texas
$727 +$675 +46 New
HPC
163
HM Payson & Co
Maine
$696 +$646 +44 New
VAMG
164
Voisard Asset Management Group
Michigan
$380 +$352 +24 New
CA
165
CoreCap Advisors
Michigan
$237 +$220 +15 New
CPA
166
Capital Performance Advisors
California
$206 +$191 +13 New
SM
167
Soapstone Management
Maryland
-$4.64M -344,561 Closed
SCM
168
Stadium Capital Management
Connecticut
-$2.19M -162,924 Closed
Assenagon Asset Management
169
Assenagon Asset Management
Luxembourg
-$1.64M -122,114 Closed
CCS
170
Concentric Capital Strategies
Connecticut
-$1.12M -82,992 Closed
EP
171
Edgestream Partners
New Jersey
-$817K -60,624 Closed
Qube Research & Technologies (QRT)
172
Qube Research & Technologies (QRT)
United Kingdom
-$663K -49,212 Closed
Principal Financial Group
173
Principal Financial Group
Iowa
-$529K -39,274 Closed
LCM
174
Landscape Capital Management
New Jersey
-$440K -32,693 Closed
YIH
175
Y-Intercept (HK)
Hong Kong
-$407K -30,247 Closed

JELD Hedge Fund Activity: Q3 2024 in Review

168 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q3 2024, worth a combined $1.31B — up 15% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of JELD and 24 opened new positions — a net loss of 2 holders — while 66 trimmed existing stakes and 54 added.

The largest buyer was Victory Capital Management, adding an estimated $29.5M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $42.5M.

  • 168 institutional investors held JELD-WEN Holding (JELD) as of Q3 2024, down from 170 in Q2 2024.
  • Funds reported $1.31B of JELD-WEN Holding stock for Q3 2024, up 15% quarter-over-quarter.
  • 24 funds opened new JELD-WEN Holding positions in Q3 2024 and 26 closed out, a net change of -2 holders.
  • The largest JELD-WEN Holding buyer in Q3 2024 was Victory Capital Management, an estimated $29.5M added.
  • The largest JELD-WEN Holding seller in Q3 2024 was Fuller & Thaler Asset Management, an estimated $42.5M sold.

Based on aggregated 13F filings for Q3 2024.