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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$111M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$73.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$59.6M |
| 4 |
BlackRock
New York
|
+$31.2M |
| 5 |
Pzena Investment Management
New York
|
+$30.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Ratan Capital Management
Miami Beach,
Florida
|
-$14.2M |
| 2 |
MWNA
Marshall Wace North America
New York
|
-$11.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$11.4M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$11M |
| 5 |
SC
Shellback Capital
Boston,
Massachusetts
|
-$10.3M |
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.