We are live on ! Find out more
JELD icon

JELD-WEN Holding

180 hedge funds and large institutions have $679M invested in JELD-WEN Holding in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 60 increasing their positions, 57 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

575% more call options, than puts

Call options by funds: $425K | Put options by funds: $63K

39% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 33

7% more funds holding

Funds holding: 168180 (+12)

5% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 57

0.96% more ownership

Funds ownership: 98%98.96% (+0.96%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

48% less capital invested

Capital invested by funds: $1.31B → $679M (-$631M)

Holders
180
Holders Change
+12
Holders Change %
+7.14%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
46
Increased
60
Reduced
57
Closed
33
Calls
$425K
Puts
$63K
Net Calls
+$362K
Net Calls Change
-$354K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
151
Fidelity Investments
Massachusetts
$11.2K -$27.6K -2,292 -63%
GI
152
GAMMA Investing
California
$10.4K +$1.83K +152 +14%
S
153
SignatureFD
Georgia
$7.8K -$7.45K -619 -39%
RS
154
R Squared
Hong Kong
$7.7K +$11.3K +940 New
QCG
155
Quadrant Capital Group
Ohio
$6.26K -$17.3K -1,440 -65%
ETC
156
Exchange Traded Concepts
Oklahoma
$5.27K +$7.75K +644 New
LI
157
LRI Investments
Florida
$5.03K
HCA
158
Harbor Capital Advisors
Illinois
$4K -$72 -6 -1%
PTC
159
Private Trust Company
Ohio
$2.46K -$1.8K -150 -33%
PWMG
160
Private Wealth Management Group
New Jersey
$2.11K +$3.1K +258 New
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$2K -$818 -68 -19%
DB
162
Danske Bank
Denmark
$1.64K -$30.1K -2,500 -93%
LC
163
Lindbrook Capital
California
$1.63K -$2.6K -216 -52%
SAM
164
Smartleaf Asset Management
Massachusetts
$1.33K -$4.91K -408 -71%
EWA
165
EverSource Wealth Advisors
Alabama
$1.15K -$4.25K -353 -72%
FFA
166
Farther Finance Advisors
California
$901 -$1.14K -95 -46%
CPG
167
Cornerstone Planning Group
New Jersey
$613 +$746 +62 New
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$598 -$1.84K -153 -68%
CA
169
CoreCap Advisors
Michigan
$598 +$698 +58 +387%
CSWM
170
Cassady Schiller Wealth Management
Ohio
$500 +$734 +61 New
Barrow, Hanley, Mewhinney & Strauss
171
Barrow, Hanley, Mewhinney & Strauss
Texas
$491 +$168 +14 +30%
RIL
172
Rothschild Investment LLC
Illinois
$246 -$1.08K -90 -75%
VCM
173
Versant Capital Management
Arizona
$197 -$1.34K -111 -82%
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$123 +$181 +15 New
HCP
175
Hexagon Capital Partners
Arkansas
$106 +$156 +13 New

JELD Hedge Fund Activity: Q4 2024 in Review

180 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q4 2024, worth a combined $679M — down 48% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new JELD positions and 33 closed out — a net gain of 13 holders — while 60 added to existing stakes and 57 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $19.1M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $33.2M sold.

  • 180 institutional investors held JELD-WEN Holding (JELD) as of Q4 2024, up from 168 in Q3 2024.
  • Funds reported $679M of JELD-WEN Holding stock for Q4 2024, down 48% quarter-over-quarter.
  • 46 funds opened new JELD-WEN Holding positions in Q4 2024 and 33 closed out, a net change of +13 holders.
  • The largest JELD-WEN Holding buyer in Q4 2024 was Pzena Investment Management, an estimated $19.1M added.
  • The largest JELD-WEN Holding seller in Q4 2024 was Vaughan Nelson Investment Management, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2024.