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James Hardie Industries

51 hedge funds and large institutions have $52M invested in James Hardie Industries in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2% more funds holding

Funds holding: 5051 (+1)

0.18% less ownership

Funds ownership: 0.93%0.74% (-0.18%)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

19% less capital invested

Capital invested by funds: $64M → $52M (-$12M)

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HJGA
1
Hardman Johnston Global Advisors
Connecticut
$15.3M -$934K -60,680 -6%
PPA
2
Parametric Portfolio Associates
Washington
$9.63M +$2.29M +148,641 +33%
Northern Trust
3
Northern Trust
Illinois
$5.64M +$2.6M +169,035 +91%
Macquarie Group
4
Macquarie Group
Australia
$3.46M +$3.35M +217,608 New
AG
5
Aperio Group
California
$3.06M -$659K -42,854 -18%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$2.96M -$32.2K -2,092 -1%
Renaissance Technologies
7
Renaissance Technologies
New York
$2.88M +$6.16K +400 +0.2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.2M -$23.7K -1,540 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$1.13M -$49.9K -3,240 -4%
CAM
10
Capstone Asset Management
Texas
$822K
EAM
11
Evanson Asset Management
California
$795K
CIM
12
Calvert Investment Management
Maryland
$781K -$4.59K -298 -0.6%
Goldman Sachs
13
Goldman Sachs
New York
$526K +$1.58K +103 +0.3%
EAM
14
Edge Asset Management
Washington
$477K +$108K +7,000 +30%
WAM
15
World Asset Management
Michigan
$433K -$37.2K -2,418 -8%
Comerica Bank
16
Comerica Bank
Texas
$401K +$39.9K +2,592 +12%
FC
17
FCA Corp
Texas
$398K
LNWWM
18
Laird Norton Wetherby Wealth Management
California
$331K -$21.6K -1,406 -6%
State Street
19
State Street
Massachusetts
$240K
BAC
20
Boys Arnold & Co
North Carolina
$239K
PAG
21
Private Advisor Group
New Jersey
$237K +$769 +50 +0.3%
Wells Fargo
22
Wells Fargo
California
$211K +$46.2K +2,999 +29%
WAM
23
Wealthspire Advisors (Maryland)
Maryland
$154K -$8.46K -550 -5%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$105K -$2.11K -137 -2%
Morgan Stanley
25
Morgan Stanley
New York
$101K -$26.6K -1,728 -21%

JHX Hedge Fund Activity: Q4 2016 in Review

51 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q4 2016, worth a combined $52M — down 19% from $64M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JHX positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 16 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $3.35M. The largest seller was Fidelity Investments, exiting entirely with an estimated $18.6M sold.

  • 51 institutional investors held James Hardie Industries (JHX) as of Q4 2016, up from 50 in Q3 2016.
  • Funds reported $52M of James Hardie Industries stock for Q4 2016, down 19% quarter-over-quarter.
  • 6 funds opened new James Hardie Industries positions in Q4 2016 and 4 closed out, a net change of +2 holders.
  • The largest James Hardie Industries buyer in Q4 2016 was Macquarie Group, an estimated $3.35M added.
  • The largest James Hardie Industries seller in Q4 2016 was Fidelity Investments, an estimated $18.6M sold.

Based on aggregated 13F filings for Q4 2016.