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JELD-WEN Holding
JELD

164 hedge funds and large institutions have $1.77B invested in JELD-WEN Holding in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 58 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

369% more call options, than puts

Call options by funds: $4.24M | Put options by funds: $903K

2.14% more ownership

Funds ownership: 94.58% → 96.72% (+2.1%)

3% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 58

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3% less funds holding

Funds holding: 169 → 164 (-5)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

23% less capital invested

Capital invested by funds: $2.28B → $1.77B (-$515M)

Holders
164
Holders Change
-5
Holders Change %
-2.96%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
60
Reduced
58
Closed
27
Calls
$4.24M
Puts
$903K
Net Calls
+$3.34M
Net Calls Change
+$559K

Top Buyers

Rank Fund Capital Flow
1
TCAM
Turtle Creek Asset Management
Ontario, Canada
+$77.1M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$13.2M
3
Pzena Investment Management
Pzena Investment Management
New York
+$11.9M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$8.08M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$3.92M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$36.6M
2
IECM
Intrinsic Edge Capital Management
Illinois
-$18.6M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
-$17.4M
4
FWIA
Fort Washington Investment Advisors
Ohio
-$13.1M
5
Prudential Financial
Prudential Financial
New Jersey
-$6.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
176
Engineers Gate Manager
New York
– -$458K -17,360 Closed
E
177
Ergoteles
New York
– -$383K -14,520 Closed
CCIA
178
Campbell & Co Investment Adviser
Maryland
– -$364K -13,800 Closed
FRM
179
Fox Run Management
Connecticut
– -$270K -10,244 Closed
LCS
180
Levin Capital Strategies
New York
– -$264K -10,000 Closed
COPPSERS
181
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$245K -9,308 Closed
Simplex Trading
182
Simplex Trading
Illinois
– -$120K -5,101 Closed
SFM
183
Signet Financial Management
New Jersey
– -$15K -560 Closed
TWA
184
TCI Wealth Advisors
Arizona
– -$5K -191 Closed
PMFA
185
Plante Moran Financial Advisors
Michigan
– -$2K -68 Closed
C
186
Covestor
United Kingdom
– -$94 -4 -16%
SC
187
Schubert & Co
Texas
– +$24 +1 +7%
SIC
188
SJS Investment Consulting
Ohio
– +$71 +3 New
DI
189
Disciplined Investments
Oklahoma
– +$424 +18 New
4 5 6 7
8

JELD Hedge Fund Activity: Q1 2022 in Review

164 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q1 2022, worth a combined $1.77B — down 23% from $2.28B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of JELD and 22 opened new positions — a net loss of 5 holders — while 58 trimmed existing stakes and 60 added.

The largest buyer was Turtle Creek Asset Management, adding an estimated $77.1M. The largest seller was Wellington Management Group, cutting an estimated $36.6M.

  • 164 institutional investors held JELD-WEN Holding (JELD) as of Q1 2022, down from 169 in Q4 2021.
  • Funds reported $1.77B of JELD-WEN Holding stock for Q1 2022, down 23% quarter-over-quarter.
  • 22 funds opened new JELD-WEN Holding positions in Q1 2022 and 27 closed out, a net change of -5 holders.
  • The largest JELD-WEN Holding buyer in Q1 2022 was Turtle Creek Asset Management, an estimated $77.1M added.
  • The largest JELD-WEN Holding seller in Q1 2022 was Wellington Management Group, an estimated $36.6M sold.

Based on aggregated 13F filings for Q1 2022.