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James Hardie Industries

31 hedge funds and large institutions have $61.1M invested in James Hardie Industries in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

48% more funds holding

Funds holding: 2131 (+10)

30% more capital invested

Capital invested by funds: $47.1M → $61.1M (+$14M)

0.11% more ownership

Funds ownership: 0.9%1.02% (+0.11%)

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

Holders
31
Holders Change
+10
Holders Change %
+47.62%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
5
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$48.1M +$1.84M +150,000 +4%
Bank of America
2
Bank of America
North Carolina
$2.17M +$1.37M +111,575 +236%
AG
3
Aperio Group
California
$2.11M +$1.9M +154,550 New
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.97M -$24.6K -2,000 -1%
PPA
5
Parametric Portfolio Associates
Washington
$1.76M +$330K +26,835 +26%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$949K -$10.9K -890 -1%
CIM
7
Calvert Investment Management
Maryland
$715K -$234K -19,050 -27%
FC
8
FCA Corp
Texas
$539K
CAM
9
Capstone Asset Management
Texas
$522K +$469K +38,200 New
AAM
10
Advisors Asset Management
Colorado
$476K -$79.2K -6,445 -16%
Comerica Bank
11
Comerica Bank
Texas
$355K -$114K -9,305 -26%
WAM
12
World Asset Management
Michigan
$341K -$72.2K -5,875 -19%
Northern Trust
13
Northern Trust
Illinois
$336K +$302K +24,595 New
BAC
14
Boys Arnold & Co
North Carolina
$205K +$184K +15,000 New
LNWWM
15
Laird Norton Wetherby Wealth Management
California
$202K +$182K +14,805 New
RCM
16
Riverhead Capital Management
Delaware
$109K +$98.3K +8,000 New
PCM
17
Prelude Capital Management
New York
$41K +$190K +15,500 New
WA
18
WFG Advisors
Texas
$34K
Wells Fargo
19
Wells Fargo
California
$33K -$86K -7,000 -74%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$29K -$8.23K -670 -24%
Citigroup
21
Citigroup
New York
$26K -$40.5K -3,300 -63%
US Bancorp
22
US Bancorp
Minnesota
$22K +$14.4K +1,170 +275%
U
23
UBS
Switzerland
$20K +$18.4K +1,500 New
BFA
24
BlackRock Fund Advisors
California
$16K +$2.52K +205 +22%
Ameriprise
25
Ameriprise
Minnesota
$15K -$7.98K -650 -38%

JHX Hedge Fund Activity: Q1 2014 in Review

31 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q1 2014, worth a combined $61.1M — up 30% from $47.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JHX positions and 1 closed out — a net gain of 10 holders — while 5 added to existing stakes and 11 trimmed.

The largest buyer was Aperio Group, opening a new position worth an estimated $1.9M. The largest seller was Calvert Investment Management, cutting an estimated $234K.

  • 31 institutional investors held James Hardie Industries (JHX) as of Q1 2014, up from 21 in Q4 2013.
  • Funds reported $61.1M of James Hardie Industries stock for Q1 2014, up 30% quarter-over-quarter.
  • 11 funds opened new James Hardie Industries positions in Q1 2014 and 1 closed out, a net change of +10 holders.
  • The largest James Hardie Industries buyer in Q1 2014 was Aperio Group, an estimated $1.9M added.
  • The largest James Hardie Industries seller in Q1 2014 was Calvert Investment Management, an estimated $234K sold.

Based on aggregated 13F filings for Q1 2014.