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James Hardie Industries

51 hedge funds and large institutions have $52M invested in James Hardie Industries in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2% more funds holding

Funds holding: 5051 (+1)

0.18% less ownership

Funds ownership: 0.93%0.74% (-0.18%)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

19% less capital invested

Capital invested by funds: $64M → $52M (-$12M)

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$99K
UBS Group
27
UBS Group
Switzerland
$73K +$52.9K +3,436 +297%
Bank of America
28
Bank of America
North Carolina
$47K +$8.71K +566 +24%
MCIM
29
Meadow Creek Investment Management
Georgia
$35K +$33.5K +2,176 New
Creative Planning
30
Creative Planning
Kansas
$29K +$13.8K +897 +95%
EP
31
Elkfork Partners
Oregon
$28K +$27.6K +1,792 New
RCM
32
Riverhead Capital Management
Delaware
$25K
Citigroup
33
Citigroup
New York
$22K -$616 -40 -3%
GHCM
34
Glen Harbor Capital Management
California
$22K +$21.7K +1,408 New
ZB
35
Zions Bancorporation
Utah
$21K +$2.2K +143 +12%
PCP
36
Proficio Capital Partners
Massachusetts
$18K
NA
37
Neuburgh Advisers
California
$16K +$15.8K +1,024 New
GT
38
Glenmede Trust
Pennsylvania
$11K -$1.92K -125 -15%
EFSCE
39
Enterprise Financial Services Corp (EFSC)
Missouri
$10K
SEI Investments
40
SEI Investments
Pennsylvania
$10K +$1.11K +72 +12%
PA
41
Parallel Advisors
California
$10K +$9.26K +602 New
JP Morgan Chase
42
JP Morgan Chase
New York
$8K -$3.77K -245 -33%
GBBWRPM
43
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8K
NFG
44
Next Financial Group
Texas
$8K
WC
45
Whitnell & Co
Illinois
$4K
QCG
46
Quadrant Capital Group
Ohio
$3K -$400 -26 -8%
KT
47
Kanaly Trust
Texas
$3K
Deutsche Bank
48
Deutsche Bank
Germany
$2K -$49K -3,185 -95%
WA
49
Winfield Associates
Ohio
$2K
Fidelity Investments
50
Fidelity Investments
Massachusetts
-$18.6M -1,182,900 Closed

JHX Hedge Fund Activity: Q4 2016 in Review

51 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q4 2016, worth a combined $52M — down 19% from $64M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JHX positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 16 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $3.35M. The largest seller was Fidelity Investments, exiting entirely with an estimated $18.6M sold.

  • 51 institutional investors held James Hardie Industries (JHX) as of Q4 2016, up from 50 in Q3 2016.
  • Funds reported $52M of James Hardie Industries stock for Q4 2016, down 19% quarter-over-quarter.
  • 6 funds opened new James Hardie Industries positions in Q4 2016 and 4 closed out, a net change of +2 holders.
  • The largest James Hardie Industries buyer in Q4 2016 was Macquarie Group, an estimated $3.35M added.
  • The largest James Hardie Industries seller in Q4 2016 was Fidelity Investments, an estimated $18.6M sold.

Based on aggregated 13F filings for Q4 2016.