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.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
48% more funds holding
Funds holding: 21 → 31 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Aperio Group
Sausalito,
California
|
+$1.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.84M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.37M |
| 4 |
CAM
Capstone Asset Management
Houston,
Texas
|
+$469K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$330K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Calvert Investment Management
Bethesda,
Maryland
|
-$234K |
| 2 |
Comerica Bank
Dallas,
Texas
|
-$114K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$86K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$79.2K |
| 5 |
WAM
World Asset Management
Detroit,
Michigan
|
-$72.2K |
JHX Hedge Fund Activity: Q1 2014 in Review
31 of the 3,475 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.