JELD-WEN Holding
JELD
184 hedge funds and large institutions have $1.75B invested in JELD-WEN Holding in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 78 reducing their positions, and 23 closing their positions.
5,543% more call options, than puts
Call options by funds: $34.1M | Put options by funds: $605K
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
10% more capital invested
Capital invested by funds: $1.59B → $1.75B (+$156M)
9% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 23
1% more funds holding
Funds holding: 183 → 184 (+1)
2.7% less ownership
Funds ownership: 98.9% → 96.2% (-2.7%)
27% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 78
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$21.6M |
| 2 |
Bank of New York Mellon
New York
|
+$13.4M |
| 3 |
ECM
Engine Capital Management
New York
|
+$6.71M |
| 4 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$5.94M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$44.8M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$20.2M |
| 3 |
D.E. Shaw & Co
New York
|
-$4.25M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$4.09M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.76M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CMBA
201
C.M. Bidwell & Associates
Honolulu,
Hawaii
| – | -$48.4K | -2,565 | Closed |
|
|
HFM
202
Harvest Fund Management
Beijing,
China
| – | -$47K | -2,505 | Closed |
|
203
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| – | -$15.4K | -814 | Closed |
|
|
EC
204
EntryPoint Capital
New York
| – | -$13.1K | -693 | Closed |
|
|
AT
205
Arlington Trust
Birmingham,
Alabama
| – | -$1.98K | -105 | Closed |
|
|
PHK
206
Point72 Hong Kong
Hong Kong
| – | -$1.09K | -58 | Closed |
|
|
C
207
Covestor
London,
United Kingdom
| – | -$243 | -13 | -65% |
|
JELD Hedge Fund Activity: Q1 2024 in Review
184 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q1 2024, worth a combined $1.75B — up 9.8% from $1.59B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new JELD positions and 23 closed out — a net gain of 2 holders — while 57 added to existing stakes and 78 trimmed.
The largest buyer was American Century Companies, adding an estimated $21.6M. The largest seller was Morgan Stanley, cutting an estimated $44.8M.
- 184 institutional investors held JELD-WEN Holding (JELD) as of Q1 2024, up from 183 in Q4 2023.
- Funds reported $1.75B of JELD-WEN Holding stock for Q1 2024, up 9.8% quarter-over-quarter.
- 25 funds opened new JELD-WEN Holding positions in Q1 2024 and 23 closed out, a net change of +2 holders.
- The largest JELD-WEN Holding buyer in Q1 2024 was American Century Companies, an estimated $21.6M added.
- The largest JELD-WEN Holding seller in Q1 2024 was Morgan Stanley, an estimated $44.8M sold.
Based on aggregated 13F filings for Q1 2024.