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James Hardie Industries
JHX

31 hedge funds and large institutions have $61.1M invested in James Hardie Industries in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

48% more funds holding

Funds holding: 21 → 31 (+10)

30% more capital invested

Capital invested by funds: $47.1M → $61.1M (+$14M)

0.11% more ownership

Funds ownership: 0.9% → 1.02% (+0.11%)

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

Holders
31
Holders Change
+10
Holders Change %
+47.62%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
5
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AG
Aperio Group
California
+$1.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.84M
3
Bank of America
Bank of America
North Carolina
+$1.37M
4
CAM
Capstone Asset Management
Texas
+$469K
5
PPA
Parametric Portfolio Associates
Washington
+$330K

Top Sellers

1
CIM
Calvert Investment Management
Maryland
-$234K
2
Comerica Bank
Comerica Bank
Texas
-$114K
3
Wells Fargo
Wells Fargo
California
-$86K
4
AAM
Advisors Asset Management
Colorado
-$79.2K
5
WAM
World Asset Management
Michigan
-$72.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$6K -$4.42K -360 -46%
EFSCE
27
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$4K +$3.38K +275 New
BRWM
29
B. Riley Wealth Management
Tennessee
$3K +$3.07K +250 New
S
30
SignatureFD
Georgia
$2K +$2.09K +170 New
TRCT
31
Tower Research Capital (TRC)
New York
– -$17K -1,500 Closed
1
2

JHX Hedge Fund Activity: Q1 2014 in Review

31 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q1 2014, worth a combined $61.1M — up 30% from $47.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JHX positions and 1 closed out — a net gain of 10 holders — while 5 added to existing stakes and 11 trimmed.

The largest buyer was Aperio Group, opening a new position worth an estimated $1.9M. The largest seller was Calvert Investment Management, cutting an estimated $234K.

  • 31 institutional investors held James Hardie Industries (JHX) as of Q1 2014, up from 21 in Q4 2013.
  • Funds reported $61.1M of James Hardie Industries stock for Q1 2014, up 30% quarter-over-quarter.
  • 11 funds opened new James Hardie Industries positions in Q1 2014 and 1 closed out, a net change of +10 holders.
  • The largest James Hardie Industries buyer in Q1 2014 was Aperio Group, an estimated $1.9M added.
  • The largest James Hardie Industries seller in Q1 2014 was Calvert Investment Management, an estimated $234K sold.

Based on aggregated 13F filings for Q1 2014.