James Hardie Industries
55 hedge funds and large institutions have $42.4M invested in James Hardie Industries in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 6 closing their positions.
82% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 11
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
8% more capital invested
Capital invested by funds: $39.3M → $42.4M (+$3.02M)
4% more funds holding
Funds holding: 53 → 55 (+2)
0.03% more ownership
Funds ownership: 0.51% → 0.54% (+0.03%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.22M |
| 2 |
FC
FCA Corp
Houston,
Texas
|
+$443K |
| 3 |
State Street
Boston,
Massachusetts
|
+$320K |
| 4 |
Renaissance Technologies
New York
|
+$266K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$318K |
| 2 |
WAM
World Asset Management
Detroit,
Michigan
|
-$131K |
| 3 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
-$113K |
| 4 |
Jane Street
New York
|
-$66.9K |
| 5 |
STA
Summit Trail Advisors
New York
|
-$47K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FGAM
51
Financial Gravity Asset Management
Lakeway,
Texas
| $1K | +$531 | +30 | New |
|
|
CAW
52
Cornerstone Advisors (Washington)
Bellevue,
Washington
| $1K | +$726 | +41 | New |
|
|
CIP
53
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $1K | +$850 | +48 | New |
|
|
AC
54
Avestar Capital
New York
| $1K | +$1.89K | +107 | New |
|
|
STA
55
Summit Trail Advisors
New York
| – | -$47K | -2,696 | Closed |
|
56
AssetMark Inc
Concord,
California
| – | -$2K | -132 | Closed |
|
|
DCM
57
Delpha Capital Management
New York
| – | -$2K | -100 | Closed |
|
|
WA
58
Winfield Associates
Cleveland,
Ohio
| – | -$2K | -100 | Closed |
|
|
RPC
59
Rossmore Private Capital
Glastonbury,
Connecticut
| – | -$352 | -20 | Closed |
|
60
Capital World Investors
Los Angeles,
California
| – | +$159 | +9 | New |
|
JHX Hedge Fund Activity: Q1 2018 in Review
55 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q1 2018, worth a combined $42.4M — up 7.7% from $39.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JHX positions and 6 closed out — a net gain of 2 holders — while 20 added to existing stakes and 11 trimmed.
The largest buyer was Parametric Portfolio Associates, adding an estimated $1.22M. The largest seller was Bank of New York Mellon, cutting an estimated $318K.
- 55 institutional investors held James Hardie Industries (JHX) as of Q1 2018, up from 53 in Q4 2017.
- Funds reported $42.4M of James Hardie Industries stock for Q1 2018, up 7.7% quarter-over-quarter.
- 8 funds opened new James Hardie Industries positions in Q1 2018 and 6 closed out, a net change of +2 holders.
- The largest James Hardie Industries buyer in Q1 2018 was Parametric Portfolio Associates, an estimated $1.22M added.
- The largest James Hardie Industries seller in Q1 2018 was Bank of New York Mellon, an estimated $318K sold.
Based on aggregated 13F filings for Q1 2018.