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James Hardie Industries
JHX

21 hedge funds and large institutions have $47.1M invested in James Hardie Industries in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $39.6M → $47.1M (+$7.58M)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

0.01% less ownership

Funds ownership: 0.91% → 0.9% (-0.01%)

19% less funds holding

Funds holding: 26 → 21 (-5)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
21
Holders Change
-5
Holders Change %
-19.23%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
7
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.77M
2
PPA
Parametric Portfolio Associates
Washington
+$403K
3
Bank of America
Bank of America
North Carolina
+$223K
4
Wells Fargo
Wells Fargo
California
+$83.7K
5
TRCT
Tower Research Capital (TRC)
New York
+$13.4K

Top Sellers

1
AG
Aperio Group
California
-$1.03M
2
Jane Street
Jane Street
New York
-$765K
3
OSAM
O'Shaughnessy Asset Management
Connecticut
-$270K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$235K
5
AAM
Advisors Asset Management
Colorado
-$132K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$38.7M +$1.77M +167,500 +5%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$1.68M -$235K -22,200 -13%
AG
3
Aperio Group
California
$1.44M -$1.03M -96,810 Closed
PPA
4
Parametric Portfolio Associates
Washington
$1.17M +$403K +38,020 +59%
CIM
5
Calvert Investment Management
Maryland
$820K – – –
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$808K -$31.8K -3,000 -4%
Bank of America
7
Bank of America
North Carolina
$542K +$223K +21,055 +80%
AAM
8
Advisors Asset Management
Colorado
$474K -$132K -12,500 -23%
FC
9
FCA Corp
Texas
$452K – – –
Comerica Bank
10
Comerica Bank
Texas
$405K -$25.4K -2,395 -6%
WAM
11
World Asset Management
Michigan
$354K -$95.1K -8,975 -23%
Wells Fargo
12
Wells Fargo
California
$109K +$83.7K +7,905 +510%
Citigroup
13
Citigroup
New York
$61K -$32.2K -3,045 -37%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$32K – – –
WA
15
WFG Advisors
Texas
$29K – – –
Ameriprise
16
Ameriprise
Minnesota
$20K +$265 +25 +1%
TRCT
17
Tower Research Capital (TRC)
New York
$17K +$13.4K +1,265 +538%
BFA
18
BlackRock Fund Advisors
California
$11K – – –
Morgan Stanley
19
Morgan Stanley
New York
$9K +$8.26K +780 New
EFSCE
20
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
US Bancorp
21
US Bancorp
Minnesota
$5K +$1.8K +170 +67%
Jane Street
22
Jane Street
New York
– -$765K -77,435 Closed
OSAM
23
O'Shaughnessy Asset Management
Connecticut
– -$270K -27,345 Closed
MAA
24
Managed Account Advisors
New Jersey
– -$34K -3,440 Closed
PCM
25
Prelude Capital Management
New York
– -$5K -2,500 Closed

JHX Hedge Fund Activity: Q4 2013 in Review

21 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q4 2013, worth a combined $47.1M — up 19% from $39.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JHX and 1 opened new positions — a net loss of 5 holders — while 6 trimmed existing stakes and 7 added.

The largest buyer was Fidelity Investments, adding an estimated $1.77M. The largest seller was Aperio Group, exiting entirely with an estimated $1.03M sold.

  • 21 institutional investors held James Hardie Industries (JHX) as of Q4 2013, down from 26 in Q3 2013.
  • Funds reported $47.1M of James Hardie Industries stock for Q4 2013, up 19% quarter-over-quarter.
  • 1 fund opened new James Hardie Industries positions in Q4 2013 and 6 closed out, a net change of -5 holders.
  • The largest James Hardie Industries buyer in Q4 2013 was Fidelity Investments, an estimated $1.77M added.
  • The largest James Hardie Industries seller in Q4 2013 was Aperio Group, an estimated $1.03M sold.

Based on aggregated 13F filings for Q4 2013.