JELD-WEN Holding
JELD
154 hedge funds and large institutions have $2.09B invested in JELD-WEN Holding in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 67 reducing their positions, and 45 closing their positions.
642% more call options, than puts
Call options by funds: $5.59M | Put options by funds: $754K
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
9.79% more ownership
Funds ownership: 53.84% → 63.64% (+9.8%)
15% less funds holding
Funds holding: 181 → 154 (-27)
16% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 67
16% less capital invested
Capital invested by funds: $2.5B → $2.09B (-$410M)
58% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HP
Hound Partners
New York
|
+$183M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$61.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$49.6M |
| 4 |
Pzena Investment Management
New York
|
+$33.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$25.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$37.7M |
| 2 |
PC
Polar Capital
London,
United Kingdom
|
-$30.2M |
| 3 |
Two Sigma Investments
New York
|
-$24.2M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$24.2M |
| 5 |
TA
Teachers Advisors
New York
|
-$16.5M |
JELD Hedge Fund Activity: Q1 2018 in Review
154 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q1 2018, worth a combined $2.09B — down 16% from $2.5B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of JELD and 19 opened new positions — a net loss of 26 holders — while 67 trimmed existing stakes and 56 added.
The largest buyer was Hound Partners, adding an estimated $183M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $37.7M sold.
- 154 institutional investors held JELD-WEN Holding (JELD) as of Q1 2018, down from 181 in Q4 2017.
- Funds reported $2.09B of JELD-WEN Holding stock for Q1 2018, down 16% quarter-over-quarter.
- 19 funds opened new JELD-WEN Holding positions in Q1 2018 and 45 closed out, a net change of -26 holders.
- The largest JELD-WEN Holding buyer in Q1 2018 was Hound Partners, an estimated $183M added.
- The largest JELD-WEN Holding seller in Q1 2018 was OppenheimerFunds, an estimated $37.7M sold.
Based on aggregated 13F filings for Q1 2018.