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JELD-WEN Holding

184 hedge funds and large institutions have $1.75B invested in JELD-WEN Holding in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,543% more call options, than puts

Call options by funds: $34.1M | Put options by funds: $605K

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

10% more capital invested

Capital invested by funds: $1.59B → $1.75B (+$156M)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

1% more funds holding

Funds holding: 183184 (+1)

2.7% less ownership

Funds ownership: 98.9%96.2% (-2.7%)

27% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 78

Holders
184
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
2.65%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
25
Increased
57
Reduced
78
Closed
23
Calls
$34.1M
Puts
$605K
Net Calls
+$33.5M
Net Calls Change
+$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TCAM
1
Turtle Creek Asset Management
Ontario, Canada
$294M -$2M -107,000 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$189M +$366K +19,622 +0.2%
BlackRock
3
BlackRock
New York
$182M -$238K -12,728 -0.1%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$165M -$20.2M -1,079,932 -12%
Pzena Investment Management
5
Pzena Investment Management
New York
$157M +$646K +34,604 +0.5%
American Century Companies
6
American Century Companies
Missouri
$94.4M +$21.6M +1,155,079 +35%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$64.4M +$5.87M +314,210 +12%
State Street
8
State Street
Massachusetts
$41.4M +$597K +31,973 +2%
Charles Schwab
9
Charles Schwab
California
$41M -$1.06M -56,648 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$39.8M +$1M +53,747 +3%
TC
11
Towle & Co
Colorado
$34.7M -$795K -42,576 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$24.3M +$13.4M +717,695 +168%
ICM
13
IMS Capital Management
Oregon
$22.2M -$963K -51,553 -5%
Bank of America
14
Bank of America
North Carolina
$20.6M -$3.76M -201,495 -17%
Northern Trust
15
Northern Trust
Illinois
$17.1M -$441K -23,601 -3%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$16.8M -$4.09M -218,743 -22%
BCM
17
Bridgeway Capital Management
Texas
$15.7M +$509K +27,234 +4%
BGIM
18
Brandywine Global Investment Management
Pennsylvania
$15.1M -$2.06M -110,296 -13%
Federated Hermes
19
Federated Hermes
Pennsylvania
$12.1M +$1.65M +88,152 +18%
BC
20
Beaconlight Capital
New York
$11.8M +$667K +35,708 +7%
Invesco
21
Invesco
Georgia
$11.6M -$1.07M -57,546 -10%
Norges Bank
22
Norges Bank
Norway
$9.75M -$1.1M -58,732 -11%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$9.75M -$4.25M -227,741 -33%
SM
24
Soapstone Management
Maryland
$9.41M -$125K -6,700 -1%
Morgan Stanley
25
Morgan Stanley
New York
$9.01M -$44.8M -2,397,280 -85%

JELD Hedge Fund Activity: Q1 2024 in Review

184 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q1 2024, worth a combined $1.75B — up 9.8% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new JELD positions and 23 closed out — a net gain of 2 holders — while 57 added to existing stakes and 78 trimmed.

The largest buyer was American Century Companies, adding an estimated $21.6M. The largest seller was Morgan Stanley, cutting an estimated $44.8M.

  • 184 institutional investors held JELD-WEN Holding (JELD) as of Q1 2024, up from 183 in Q4 2023.
  • Funds reported $1.75B of JELD-WEN Holding stock for Q1 2024, up 9.8% quarter-over-quarter.
  • 25 funds opened new JELD-WEN Holding positions in Q1 2024 and 23 closed out, a net change of +2 holders.
  • The largest JELD-WEN Holding buyer in Q1 2024 was American Century Companies, an estimated $21.6M added.
  • The largest JELD-WEN Holding seller in Q1 2024 was Morgan Stanley, an estimated $44.8M sold.

Based on aggregated 13F filings for Q1 2024.