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James Hardie Industries

135 hedge funds and large institutions have $268M invested in James Hardie Industries in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $457K | Put options by funds: $138K

123% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 30

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

5% more funds holding

Funds holding: 128135 (+7)

0.49% less ownership

Funds ownership: 2.01%1.52% (-0.49%)

21% less capital invested

Capital invested by funds: $339M → $268M (-$71.2M)

Holders
135
Holders Change
+7
Holders Change %
+5.47%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
67
Reduced
30
Closed
13
Calls
$457K
Puts
$138K
Net Calls
+$319K
Net Calls Change
+$183K
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
101
AssetMark Inc
California
$37.3K +$16.9K +440 +91%
ACA
102
Atlas Capital Advisors
Wyoming
$29.7K +$28.2K +734 New
BTI
103
Blue Trust Inc
Georgia
$27.1K -$4.73K -123 -15%
TPCW
104
TD Private Client Wealth
New York
$19.4K +$6.35K +165 +53%
CIBC Private Wealth Group
105
CIBC Private Wealth Group
Georgia
$18.7K +$18K +467 New
W
106
WealthCollab
Washington
$18.7K
PTC
107
Private Trust Company
Ohio
$17K +$5.12K +133 +47%
UB
108
UMB Bank
Missouri
$16.9K
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$16.6K -$126K -3,270 -89%
RIL
110
Rothschild Investment LLC
Illinois
$15.5K +$2.96K +77 +25%
RA
111
Rise Advisors
New York
$11.9K +$11.3K +295 New
FFA
112
Farther Finance Advisors
California
$11.6K -$615 -16 -5%
FCA
113
FinTrust Capital Advisors
South Carolina
$9.95K +$6.16K +160 +186%
IA
114
IFP Advisors
Florida
$9.67K +$577 +15 +7%
JWM
115
Janiczek Wealth Management
Colorado
$9.02K
ACM
116
Aquatic Capital Management
Illinois
$8.09K +$7.69K +200 New
JWA
117
JFS Wealth Advisors
Pennsylvania
$7.61K
GRP
118
Global Retirement Partners
California
$7.12K +$1.35K +35 +25%
BIA
119
Bell Investment Advisors
California
$6.92K
AF
120
Allworth Financial
California
$6.92K +$346 +9 +6%
GKIM
121
GW&K Investment Management
Massachusetts
$5K +$731 +19 +19%
SWM
122
Spire Wealth Management
Virginia
$4.41K +$4.19K +109 New
PS
123
Principal Securities
Iowa
$3.2K +$1.31K +34 +76%
CFO
124
CVA Family Office
Colorado
$2.87K
PFBT
125
Parkside Financial Bank & Trust
Missouri
$2.02K

JHX Hedge Fund Activity: Q1 2024 in Review

135 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q1 2024, worth a combined $268M — down 21% from $339M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new JHX positions and 13 closed out — a net gain of 8 holders — while 67 added to existing stakes and 30 trimmed.

The largest buyer was Jennison Associates, adding an estimated $8.39M. The largest seller was Morgan Stanley, cutting an estimated $76.3M.

  • 135 institutional investors held James Hardie Industries (JHX) as of Q1 2024, up from 128 in Q4 2023.
  • Funds reported $268M of James Hardie Industries stock for Q1 2024, down 21% quarter-over-quarter.
  • 21 funds opened new James Hardie Industries positions in Q1 2024 and 13 closed out, a net change of +8 holders.
  • The largest James Hardie Industries buyer in Q1 2024 was Jennison Associates, an estimated $8.39M added.
  • The largest James Hardie Industries seller in Q1 2024 was Morgan Stanley, an estimated $76.3M sold.

Based on aggregated 13F filings for Q1 2024.