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JELD-WEN Holding
JELD

168 hedge funds and large institutions have $708M invested in JELD-WEN Holding in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 18

23% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 53

11% more funds holding

Funds holding: 151 → 168 (+17)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.89% less ownership

Funds ownership: 96.96% → 96.08% (-0.89%)

42% less capital invested

Capital invested by funds: $1.23B → $708M (-$524M)

84% less call options, than puts

Call options by funds: $351K | Put options by funds: $2.23M

Holders
168
Holders Change
+17
Holders Change %
+11.26%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
65
Reduced
53
Closed
18
Calls
$351K
Puts
$2.23M
Net Calls
-$1.88M
Net Calls Change
-$4.46M

Top Buyers

1
TC
Towle & Co
Colorado
+$27.6M
2
Millennium Management
Millennium Management
New York
+$19.3M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$14.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$9.82M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$9.49M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$142M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$31.4M
3
SC
Sasco Capital
Connecticut
-$15.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$13.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCAM
1
Turtle Creek Asset Management
Ontario, Canada
$117M +$2.09M +159,713 +1%
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$82.3M +$14.3M +1,088,376 +13%
Pzena Investment Management
3
Pzena Investment Management
New York
$77M -$796K -60,743 -0.7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$67.8M -$827K -63,097 -0.8%
BlackRock
5
BlackRock
New York
$57.7M -$113K -8,645 -0.1%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$18.7M +$28M +2,138,327 New
TC
7
Towle & Co
Colorado
$18.5M +$27.6M +2,109,270 New
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$15.6M -$13.5M -1,026,426 -37%
State Street
9
State Street
Massachusetts
$15.5M -$176K -13,435 -0.8%
Millennium Management
10
Millennium Management
New York
$13.4M +$19.3M +1,473,284 +2,346%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$13.2M +$38.1K +2,908 +0.2%
Charles Schwab
12
Charles Schwab
California
$11.9M +$2.92M +222,916 +20%
Morgan Stanley
13
Morgan Stanley
New York
$11.3M +$370K +28,264 +2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$10.6M -$142M -10,844,610 -90%
ICM
15
IMS Capital Management
Oregon
$10.4M -$36.2K -2,761 -0.2%
Bank of America
16
Bank of America
North Carolina
$10.3M +$1.34M +102,353 +9%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$9.01M -$10.9M -833,678 -45%
Renaissance Technologies
18
Renaissance Technologies
New York
$8.75M +$7.32M +558,400 +126%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$7.76M +$5.51M +420,620 +90%
Citadel Advisors
20
Citadel Advisors
Florida
$7.38M +$9.82M +749,101 +791%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$7.38M -$998K -76,139 -8%
Northern Trust
22
Northern Trust
Illinois
$7.03M -$434K -33,116 -4%
Norges Bank
23
Norges Bank
Norway
$6.63M +$752K +57,400 +8%
BGIM
24
Brandywine Global Investment Management
Pennsylvania
$6.48M +$7.36M +561,702 +314%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$6.46M +$9.49M +724,394 +5,393%
1
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JELD Hedge Fund Activity: Q3 2022 in Review

168 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q3 2022, worth a combined $708M — down 42% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new JELD positions and 18 closed out — a net gain of 18 holders — while 65 added to existing stakes and 53 trimmed.

The largest buyer was Towle & Co, opening a new position worth an estimated $27.6M. The largest seller was Fidelity Investments, cutting an estimated $142M.

  • 168 institutional investors held JELD-WEN Holding (JELD) as of Q3 2022, up from 151 in Q2 2022.
  • Funds reported $708M of JELD-WEN Holding stock for Q3 2022, down 42% quarter-over-quarter.
  • 36 funds opened new JELD-WEN Holding positions in Q3 2022 and 18 closed out, a net change of +18 holders.
  • The largest JELD-WEN Holding buyer in Q3 2022 was Towle & Co, an estimated $27.6M added.
  • The largest JELD-WEN Holding seller in Q3 2022 was Fidelity Investments, an estimated $142M sold.

Based on aggregated 13F filings for Q3 2022.