JELD-WEN Holding
JELD
173 hedge funds and large institutions have $1.02B invested in JELD-WEN Holding in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 16 closing their positions.
56% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 16
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
34% more capital invested
Capital invested by funds: $759M → $1.02B (+$259M)
16% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 56
4% more funds holding
Funds holding: 166 → 173 (+7)
1.78% more ownership
Funds ownership: 93.19% → 94.98% (+1.8%)
60% less call options, than puts
Call options by funds: $1.24M | Put options by funds: $3.07M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$26.2M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$3.99M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$3.66M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.68M |
| 5 |
SAM
Soviero Asset Management
New York
|
+$2.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$12M |
| 2 |
Pzena Investment Management
New York
|
-$6.47M |
| 3 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$5.25M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$5.12M |
| 5 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
-$3.42M |
JELD Hedge Fund Activity: Q1 2023 in Review
173 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q1 2023, worth a combined $1.02B — up 34% from $759M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new JELD positions and 16 closed out — a net gain of 9 holders — while 65 added to existing stakes and 56 trimmed.
The largest buyer was American Century Companies, opening a new position worth an estimated $26.2M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $12M.
- 173 institutional investors held JELD-WEN Holding (JELD) as of Q1 2023, up from 166 in Q4 2022.
- Funds reported $1.02B of JELD-WEN Holding stock for Q1 2023, up 34% quarter-over-quarter.
- 25 funds opened new JELD-WEN Holding positions in Q1 2023 and 16 closed out, a net change of +9 holders.
- The largest JELD-WEN Holding buyer in Q1 2023 was American Century Companies, an estimated $26.2M added.
- The largest JELD-WEN Holding seller in Q1 2023 was Fuller & Thaler Asset Management, an estimated $12M sold.
Based on aggregated 13F filings for Q1 2023.