JELD-WEN Holding
JELD
160 hedge funds and large institutions have $1.95B invested in JELD-WEN Holding in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 18 closing their positions.
44% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 18
22% more capital invested
Capital invested by funds: $1.6B → $1.95B (+$352M)
21% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 53
7% more ownership
Funds ownership: 62.82% → 69.81% (+7%)
4% more funds holding
Funds holding: 154 → 160 (+6)
22% less call options, than puts
Call options by funds: $4.56M | Put options by funds: $5.88M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$65M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$33.6M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$28.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$26.5M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$22.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Beaconlight Capital
New York
|
-$13.1M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$8.14M |
| 3 |
ICM
IMS Capital Management
Portland,
Oregon
|
-$7.78M |
| 4 |
BCM
Brightline Capital Management
Miami,
Florida
|
-$6.34M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$4.27M |
JELD Hedge Fund Activity: Q1 2021 in Review
160 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q1 2021, worth a combined $1.95B — up 22% from $1.6B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new JELD positions and 18 closed out — a net gain of 8 holders — while 64 added to existing stakes and 53 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $65M. The largest seller was Beaconlight Capital, cutting an estimated $13.1M.
- 160 institutional investors held JELD-WEN Holding (JELD) as of Q1 2021, up from 154 in Q4 2020.
- Funds reported $1.95B of JELD-WEN Holding stock for Q1 2021, up 22% quarter-over-quarter.
- 26 funds opened new JELD-WEN Holding positions in Q1 2021 and 18 closed out, a net change of +8 holders.
- The largest JELD-WEN Holding buyer in Q1 2021 was Fidelity Investments, an estimated $65M added.
- The largest JELD-WEN Holding seller in Q1 2021 was Beaconlight Capital, an estimated $13.1M sold.
Based on aggregated 13F filings for Q1 2021.