James Hardie Industries
JHX
33 hedge funds and large institutions have $59.7M invested in James Hardie Industries in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
6% more funds holding
Funds holding: 31 → 33 (+2)
0% more ownership
Funds ownership: 1.02% → 1.02% (+0%)
2% less capital invested
Capital invested by funds: $61.1M → $59.7M (-$1.39M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$996K |
| 3 |
EAM
Evanson Asset Management
Carmel,
California
|
+$650K |
| 4 |
Goldman Sachs
New York
|
+$218K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$213K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.34M |
| 2 |
BAC
Boys Arnold & Co
Asheville,
North Carolina
|
-$205K |
| 3 |
LNWWM
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
-$202K |
| 4 |
FC
FCA Corp
Houston,
Texas
|
-$195K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$87.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| $13K | +$13K | +1,000 | New |
|
|
EFSCE
27
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $5K | – | – | – |
|
|
OA
28
OFI Advisors
Philadelphia,
Pennsylvania
| $5K | +$5.07K | +390 | New |
|
29
Fifth Third Bancorp
Cincinnati,
Ohio
| $4K | – | – | – |
|
|
BRWM
30
B. Riley Wealth Management
Memphis,
Tennessee
| $3K | – | – | – |
|
|
BRWA
31
B. Riley Wealth Advisors
Boca Raton,
Florida
| $342 | +$325 | +25 | New |
|
|
PCM
32
Prelude Capital Management
New York
| – | -$41K | -15,500 | Closed |
|
|
BAC
33
Boys Arnold & Co
Asheville,
North Carolina
| – | -$205K | -15,000 | Closed |
|
|
LNWWM
34
Laird Norton Wetherby Wealth Management
San Francisco,
California
| – | -$202K | -14,805 | Closed |
|
|
WA
35
WFG Advisors
Dallas,
Texas
| – | -$34K | -2,500 | Closed |
|
|
U
36
UBS
Zurich,
Switzerland
| – | -$20K | -1,500 | Closed |
|
|
S
37
SignatureFD
Atlanta,
Georgia
| – | -$2K | -170 | Closed |
|
38
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | +$260 | +20 | New |
|
JHX Hedge Fund Activity: Q2 2014 in Review
33 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q2 2014, worth a combined $59.7M — down 2.3% from $61.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JHX positions and 6 closed out — a net gain of 2 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Northern Trust, adding an estimated $1M. The largest seller was Bank of America, cutting an estimated $1.34M.
- 33 institutional investors held James Hardie Industries (JHX) as of Q2 2014, up from 31 in Q1 2014.
- Funds reported $59.7M of James Hardie Industries stock for Q2 2014, down 2.3% quarter-over-quarter.
- 8 funds opened new James Hardie Industries positions in Q2 2014 and 6 closed out, a net change of +2 holders.
- The largest James Hardie Industries buyer in Q2 2014 was Northern Trust, an estimated $1M added.
- The largest James Hardie Industries seller in Q2 2014 was Bank of America, an estimated $1.34M sold.
Based on aggregated 13F filings for Q2 2014.