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James Hardie Industries
JHX

49 hedge funds and large institutions have $57.9M invested in James Hardie Industries in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

49% more capital invested

Capital invested by funds: $39M → $57.9M (+$19M)

9% more funds holding

Funds holding: 45 → 49 (+4)

0.3% more ownership

Funds ownership: 0.73% → 1.03% (+0.3%)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HJGA
Hardman Johnston Global Advisors
Connecticut
+$9.88M
2
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
+$2.74M
3
TAM
Todd Asset Management
Kentucky
+$2.74M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$2.02M
5
Jane Street
Jane Street
New York
+$567K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$839K
2
AG
Aperio Group
California
-$673K
3
PPA
Parametric Portfolio Associates
Washington
-$649K
4
JP Morgan Chase
JP Morgan Chase
New York
-$325K
5
Morgan Stanley
Morgan Stanley
New York
-$139K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$165K – – –
Morgan Stanley
27
Morgan Stanley
New York
$133K -$139K -11,233 -52%
Wells Fargo
28
Wells Fargo
California
$128K +$51.1K +4,137 +69%
RCM
29
Riverhead Capital Management
Delaware
$101K – – –
WAM
30
Wealthspire Advisors (Maryland)
Maryland
$88K +$85.4K +6,910 New
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$84K +$82K +6,640 New
US Bancorp
32
US Bancorp
Minnesota
$73K -$15.4K -1,249 -18%
Citigroup
33
Citigroup
New York
$44K +$1.04K +84 +2%
Deutsche Bank
34
Deutsche Bank
Germany
$31K -$21.7K -1,753 -41%
Bank of America
35
Bank of America
North Carolina
$19K +$10.7K +870 +145%
ZB
36
Zions Bancorporation
Utah
$18K -$1.98K -160 -9%
EFSCE
37
Enterprise Financial Services Corp (EFSC)
Missouri
$9K +$2.71K +219 +47%
PCP
38
Proficio Capital Partners
Massachusetts
$7K +$7.08K +573 New
NFG
39
Next Financial Group
Texas
$6K – – –
GBBWRPM
40
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K +$6.18K +500 New
WC
41
Whitnell & Co
Illinois
$5K – – –
SEI Investments
42
SEI Investments
Pennsylvania
$4K -$2.72K -220 -39%
S
43
SignatureFD
Georgia
$4K -$1.53K -124 -28%
GT
44
Glenmede Trust
Pennsylvania
$3K – – –
KT
45
Kanaly Trust
Texas
$3K – – –
QCG
46
Quadrant Capital Group
Ohio
$2K +$2.61K +211 +211%
DADC
47
D.A. Davidson & Co
Montana
$1K -$371 -30 -20%
CAW
48
Cornerstone Advisors (Washington)
Washington
$1K – – –
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$1K +$494 +40 +500%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
– -$16K -1,320 Closed
1
2
3

JHX Hedge Fund Activity: Q4 2015 in Review

49 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q4 2015, worth a combined $57.9M — up 49% from $39M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JHX positions and 2 closed out — a net gain of 5 holders — while 16 added to existing stakes and 16 trimmed.

The largest buyer was Hardman Johnston Global Advisors, opening a new position worth an estimated $9.88M. The largest seller was Fidelity Investments, cutting an estimated $839K.

  • 49 institutional investors held James Hardie Industries (JHX) as of Q4 2015, up from 45 in Q3 2015.
  • Funds reported $57.9M of James Hardie Industries stock for Q4 2015, up 49% quarter-over-quarter.
  • 7 funds opened new James Hardie Industries positions in Q4 2015 and 2 closed out, a net change of +5 holders.
  • The largest James Hardie Industries buyer in Q4 2015 was Hardman Johnston Global Advisors, an estimated $9.88M added.
  • The largest James Hardie Industries seller in Q4 2015 was Fidelity Investments, an estimated $839K sold.

Based on aggregated 13F filings for Q4 2015.