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JELD-WEN Holding

180 hedge funds and large institutions have $679M invested in JELD-WEN Holding in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 60 increasing their positions, 57 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

575% more call options, than puts

Call options by funds: $425K | Put options by funds: $63K

39% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 33

7% more funds holding

Funds holding: 168180 (+12)

5% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 57

0.96% more ownership

Funds ownership: 98%98.96% (+0.96%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

48% less capital invested

Capital invested by funds: $1.31B → $679M (-$631M)

Holders
180
Holders Change
+12
Holders Change %
+7.14%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
46
Increased
60
Reduced
57
Closed
33
Calls
$425K
Puts
$63K
Net Calls
+$362K
Net Calls Change
-$354K
Name Holding Trade Value Shares
Change
Change in
Stake
TCAM
1
Turtle Creek Asset Management
Ontario, Canada
$122M +$12M +1,000,000 +7%
Pzena Investment Management
2
Pzena Investment Management
New York
$91.4M +$19.1M +1,583,238 +17%
BlackRock
3
BlackRock
New York
$72.1M -$1.17M -97,546 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$70M +$1.23M +101,944 +1%
American Century Companies
5
American Century Companies
Missouri
$47.3M +$7.63M +634,101 +12%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$39M -$1.06M -88,301 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$30.3M +$1.76M +146,581 +4%
Charles Schwab
8
Charles Schwab
California
$18.2M +$2.66M +220,815 +11%
State Street
9
State Street
Massachusetts
$16.8M +$705K +58,576 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$15.7M -$425K -35,301 -2%
AIMCA
11
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.49M +$13.9M +1,159,000 New
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$7.78M +$5.13M +426,085 +81%
ICM
13
IMS Capital Management
Oregon
$7.67M +$12.1K +1,003 +0.1%
Northern Trust
14
Northern Trust
Illinois
$6.71M +$305K +25,315 +3%
BCM
15
Bridgeway Capital Management
Texas
$6.64M +$252K +20,945 +3%
ACA
16
AYAL Capital Advisors
Ontario, Canada
$5.05M +$7.43M +617,180 New
Bank of America
17
Bank of America
North Carolina
$4.98M -$373K -31,009 -5%
Millennium Management
18
Millennium Management
New York
$4.9M +$4.39M +364,376 +156%
DIM
19
DC Investments Management
Virginia
$4.42M +$3.38M +280,488 +108%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$4.22M +$1.29M +107,400 +26%
HAI
21
Hennessy Advisors Inc
California
$3.91M +$366K +30,400 +7%
Citadel Advisors
22
Citadel Advisors
Florida
$3.87M +$4.14M +343,637 +266%
Morgan Stanley
23
Morgan Stanley
New York
$3.79M -$1.34M -110,948 -19%
OGC
24
One68 Global Capital
New York
$3.75M +$5.51M +457,459 New
EF
25
Empowered Funds
Pennsylvania
$3.52M +$252K +20,945 +5%

JELD Hedge Fund Activity: Q4 2024 in Review

180 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q4 2024, worth a combined $679M — down 48% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new JELD positions and 33 closed out — a net gain of 13 holders — while 60 added to existing stakes and 57 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $19.1M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $33.2M sold.

  • 180 institutional investors held JELD-WEN Holding (JELD) as of Q4 2024, up from 168 in Q3 2024.
  • Funds reported $679M of JELD-WEN Holding stock for Q4 2024, down 48% quarter-over-quarter.
  • 46 funds opened new JELD-WEN Holding positions in Q4 2024 and 33 closed out, a net change of +13 holders.
  • The largest JELD-WEN Holding buyer in Q4 2024 was Pzena Investment Management, an estimated $19.1M added.
  • The largest JELD-WEN Holding seller in Q4 2024 was Vaughan Nelson Investment Management, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2024.