JELD-WEN Holding
JELD
166 hedge funds and large institutions have $1.41B invested in JELD-WEN Holding in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 58 reducing their positions, and 29 closing their positions.
411% more call options, than puts
Call options by funds: $5.93M | Put options by funds: $1.16M
39% more capital invested
Capital invested by funds: $1.02B → $1.41B (+$393M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
0.34% less ownership
Funds ownership: 94.98% → 94.63% (-0.34%)
2% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 58
4% less funds holding
Funds holding: 173 → 166 (-7)
24% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$12.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.7M |
| 3 |
BlackRock
New York
|
+$7.34M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$7.06M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$12M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$9.64M |
| 3 |
Millennium Management
New York
|
-$9.16M |
| 4 |
Pzena Investment Management
New York
|
-$7.16M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$4.14M |
JELD Hedge Fund Activity: Q2 2023 in Review
166 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q2 2023, worth a combined $1.41B — up 39% from $1.02B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of JELD and 22 opened new positions — a net loss of 7 holders — while 58 trimmed existing stakes and 57 added.
The largest buyer was American Century Companies, adding an estimated $12.7M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $12M.
- 166 institutional investors held JELD-WEN Holding (JELD) as of Q2 2023, down from 173 in Q1 2023.
- Funds reported $1.41B of JELD-WEN Holding stock for Q2 2023, up 39% quarter-over-quarter.
- 22 funds opened new JELD-WEN Holding positions in Q2 2023 and 29 closed out, a net change of -7 holders.
- The largest JELD-WEN Holding buyer in Q2 2023 was American Century Companies, an estimated $12.7M added.
- The largest JELD-WEN Holding seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $12M sold.
Based on aggregated 13F filings for Q2 2023.