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JELD-WEN Holding

183 hedge funds and large institutions have $1.59B invested in JELD-WEN Holding in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 66 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

848% more call options, than puts

Call options by funds: $4.42M | Put options by funds: $466K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

46% more capital invested

Capital invested by funds: $1.09B → $1.59B (+$500M)

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

3.01% more ownership

Funds ownership: 95.89%98.9% (+3%)

3% more funds holding

Funds holding: 178183 (+5)

3% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 66

Holders
183
Holders Change
+5
Holders Change %
+2.81%
% of All Funds
2.67%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
30
Increased
68
Reduced
66
Closed
25
Calls
$4.42M
Puts
$466K
Net Calls
+$3.95M
Net Calls Change
+$74K
Name Holding Trade Value Shares
Change
Change in
Stake
TCAM
1
Turtle Creek Asset Management
Ontario, Canada
$263M
Vanguard Group
2
Vanguard Group
Pennsylvania
$167M +$1.07M +71,917 +0.8%
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$167M -$4.63M -311,388 -3%
BlackRock
4
BlackRock
New York
$162M +$5.02M +337,699 +4%
Pzena Investment Management
5
Pzena Investment Management
New York
$139M -$4.29M -288,645 -4%
American Century Companies
6
American Century Companies
Missouri
$62.1M +$6.52M +438,650 +15%
Morgan Stanley
7
Morgan Stanley
New York
$53.3M +$20.1M +1,350,000 +92%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$51.4M +$2.34M +157,383 +6%
Charles Schwab
9
Charles Schwab
California
$37.5M -$579K -38,933 -2%
State Street
10
State Street
Massachusetts
$36.2M +$1.05M +70,775 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$34.4M +$1.37M +92,021 +5%
TC
12
Towle & Co
Colorado
$31.6M -$3.41M -229,790 -12%
Bank of America
13
Bank of America
North Carolina
$22.1M +$182K +12,217 +1%
ICM
14
IMS Capital Management
Oregon
$20.8M -$68.9K -4,637 -0.4%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$19.1M +$9.92M +667,621 +195%
Northern Trust
16
Northern Trust
Illinois
$15.7M +$183K +12,304 +2%
BGIM
17
Brandywine Global Investment Management
Pennsylvania
$15.5M -$2.32M -155,962 -16%
BCM
18
Bridgeway Capital Management
Texas
$13.5M +$1.27M +85,455 +14%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$13M -$81.5K -5,482 -0.8%
Invesco
20
Invesco
Georgia
$11.4M +$5.97M +401,838 +197%
BC
21
Beaconlight Capital
New York
$9.79M +$3.91M +262,851 +103%
Norges Bank
22
Norges Bank
Norway
$9.78M -$1.63M -109,420 -17%
Federated Hermes
23
Federated Hermes
Pennsylvania
$9.06M -$296K -19,937 -4%
SM
24
Soapstone Management
Maryland
$8.5M -$723K -48,683 -10%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$8.08M -$687K -46,264 -10%

JELD Hedge Fund Activity: Q4 2023 in Review

183 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q4 2023, worth a combined $1.59B — up 46% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new JELD positions and 25 closed out — a net gain of 5 holders — while 68 added to existing stakes and 66 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $20.1M. The largest seller was Nuveen, cutting an estimated $6.19M.

  • 183 institutional investors held JELD-WEN Holding (JELD) as of Q4 2023, up from 178 in Q3 2023.
  • Funds reported $1.59B of JELD-WEN Holding stock for Q4 2023, up 46% quarter-over-quarter.
  • 30 funds opened new JELD-WEN Holding positions in Q4 2023 and 25 closed out, a net change of +5 holders.
  • The largest JELD-WEN Holding buyer in Q4 2023 was Morgan Stanley, an estimated $20.1M added.
  • The largest JELD-WEN Holding seller in Q4 2023 was Nuveen, an estimated $6.19M sold.

Based on aggregated 13F filings for Q4 2023.