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JELD-WEN Holding
JELD

181 hedge funds and large institutions have $2.5B invested in JELD-WEN Holding in 2017 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 75 increasing their positions, 43 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

455% more call options, than puts

Call options by funds: $2.77M | Put options by funds: $499K

121% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 24

74% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 43

42% more capital invested

Capital invested by funds: $1.76B → $2.5B (+$739M)

18% more funds holding

Funds holding: 153 → 181 (+28)

6.87% more ownership

Funds ownership: 46.97% → 53.84% (+6.9%)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
181
Holders Change
+28
Holders Change %
+18.3%
% of All Funds
4.11%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
53
Increased
75
Reduced
43
Closed
24
Calls
$2.77M
Puts
$499K
Net Calls
+$2.27M
Net Calls Change
+$1.77M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$111M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$73.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$59.6M
4
BlackRock
BlackRock
New York
+$31.2M
5
Pzena Investment Management
Pzena Investment Management
New York
+$30.8M

Top Sellers

Rank Fund Capital Flow
1
RCM
Ratan Capital Management
Florida
-$14.2M
2
MWNA
Marshall Wace North America
New York
-$11.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$11.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$11M
5
SC
Shellback Capital
Massachusetts
-$10.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
QT
201
Quantbot Technologies
New York
– -$110K -3,098 Closed
PHK
202
Point72 Hong Kong
Hong Kong
– -$67K -1,890 Closed
FDCDDQ
203
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$16.3K -460 Closed
LWA
204
Lenox Wealth Advisors
New York
– -$2K -66 Closed
IA
205
IFP Advisors
Florida
– +$297 +8 New
5 6 7 8
9

JELD Hedge Fund Activity: Q4 2017 in Review

181 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q4 2017, worth a combined $2.5B — up 42% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new JELD positions and 24 closed out — a net gain of 29 holders — while 75 added to existing stakes and 43 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $111M. The largest seller was Ratan Capital Management, exiting entirely with an estimated $14.2M sold.

  • 181 institutional investors held JELD-WEN Holding (JELD) as of Q4 2017, up from 153 in Q3 2017.
  • Funds reported $2.5B of JELD-WEN Holding stock for Q4 2017, up 42% quarter-over-quarter.
  • 53 funds opened new JELD-WEN Holding positions in Q4 2017 and 24 closed out, a net change of +29 holders.
  • The largest JELD-WEN Holding buyer in Q4 2017 was Fidelity Investments, an estimated $111M added.
  • The largest JELD-WEN Holding seller in Q4 2017 was Ratan Capital Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q4 2017.