JELD-WEN Holding
JELD
166 hedge funds and large institutions have $759M invested in JELD-WEN Holding in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 55 reducing their positions, and 30 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 55
7% more capital invested
Capital invested by funds: $708M → $759M (+$50.3M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 30
1% less funds holding
Funds holding: 168 → 166 (-2)
2.86% less ownership
Funds ownership: 96.05% → 93.19% (-2.9%)
76% less call options, than puts
Call options by funds: $413K | Put options by funds: $1.71M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$8.5M |
| 2 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$6.13M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$5.81M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$4.97M |
| 5 |
TCAM
Turtle Creek Asset Management
Toronto,
Ontario, Canada
|
+$4.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$11.1M |
| 2 |
Millennium Management
New York
|
-$6.87M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$6.73M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$6.13M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$3.98M |
JELD Hedge Fund Activity: Q4 2022 in Review
166 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q4 2022, worth a combined $759M — up 7.1% from $708M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of JELD and 29 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 64 added.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $8.5M. The largest seller was Fidelity Investments, cutting an estimated $11.1M.
- 166 institutional investors held JELD-WEN Holding (JELD) as of Q4 2022, down from 168 in Q3 2022.
- Funds reported $759M of JELD-WEN Holding stock for Q4 2022, up 7.1% quarter-over-quarter.
- 29 funds opened new JELD-WEN Holding positions in Q4 2022 and 30 closed out, a net change of -1 holder.
- The largest JELD-WEN Holding buyer in Q4 2022 was Fuller & Thaler Asset Management, an estimated $8.5M added.
- The largest JELD-WEN Holding seller in Q4 2022 was Fidelity Investments, an estimated $11.1M sold.
Based on aggregated 13F filings for Q4 2022.