James Hardie Industries
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.77M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$403K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$223K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$83.7K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$13.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Aperio Group
Sausalito,
California
|
-$1.03M |
| 2 |
Jane Street
New York
|
-$765K |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$270K |
| 4 |
Bank of New York Mellon
New York
|
-$235K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$132K |
JHX Hedge Fund Activity: Q4 2013 in Review
21 of the 3,459 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.