JELD-WEN Holding
JELD
150 hedge funds and large institutions have $1.23B invested in JELD-WEN Holding in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 59 reducing their positions, and 38 closing their positions.
905% more call options, than puts
Call options by funds: $4.83M | Put options by funds: $480K
0.22% more ownership
Funds ownership: 96.72% → 96.94% (+0.22%)
9% less funds holding
Funds holding: 164 → 150 (-14)
10% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 59
29% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 38
30% less capital invested
Capital invested by funds: $1.77B → $1.23B (-$536M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCAM
Turtle Creek Asset Management
Toronto,
Ontario, Canada
|
+$27M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$22.5M |
| 3 |
Pzena Investment Management
New York
|
+$17.4M |
| 4 |
EGM
Engineers Gate Manager
New York
|
+$6.85M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$42.2M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$36.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.5M |
| 4 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$11.7M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$11.5M |
JELD Hedge Fund Activity: Q2 2022 in Review
150 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q2 2022, worth a combined $1.23B — down 30% from $1.77B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of JELD and 27 opened new positions — a net loss of 11 holders — while 59 trimmed existing stakes and 53 added.
The largest buyer was Turtle Creek Asset Management, adding an estimated $27M. The largest seller was Jennison Associates, cutting an estimated $42.2M.
- 150 institutional investors held JELD-WEN Holding (JELD) as of Q2 2022, down from 164 in Q1 2022.
- Funds reported $1.23B of JELD-WEN Holding stock for Q2 2022, down 30% quarter-over-quarter.
- 27 funds opened new JELD-WEN Holding positions in Q2 2022 and 38 closed out, a net change of -11 holders.
- The largest JELD-WEN Holding buyer in Q2 2022 was Turtle Creek Asset Management, an estimated $27M added.
- The largest JELD-WEN Holding seller in Q2 2022 was Jennison Associates, an estimated $42.2M sold.
Based on aggregated 13F filings for Q2 2022.