James Hardie Industries
JHX
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.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
2% more funds holding
Funds holding: 50 → 51 (+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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$3.35M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$2.6M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$2.29M |
| 4 |
EAM
Edge Asset Management
Seattle,
Washington
|
+$108K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$52.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.6M |
| 2 |
HJGA
Hardman Johnston Global Advisors
Stamford,
Connecticut
|
-$934K |
| 3 |
AG
Aperio Group
Sausalito,
California
|
-$659K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$49.9K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$49K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$10K | -640 | Closed |
|
|
JFA
52
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$8K | -536 | Closed |
|
|
S
53
SignatureFD
Atlanta,
Georgia
| – | -$8K | -536 | 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.