Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Jeld-Wen Hldg Inc (JELD)

143 + Investors. Track Smart Money conviction in JELD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — JELD

Based on 150 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added JELD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 82% of 3.0Y peak

82% of all-time peak
150 funds currently hold this stock — 82% of the 3.0-year high of 182 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 18% fewer funds vs a year ago

fund count last 6Q
32 fewer hedge funds hold JELD compared to a year ago (-18% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 52% buying

82 buying75 selling
Last quarter: 82 funds bought or added vs 75 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new JELD position: 31 → 40 → 21 → 37. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 17% medium ■ 21% new
93 out of 150 hedge funds have held JELD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -4%, value -52%

Value
-51%
Shares
-4%
Last quarter: funds added -4% more shares while total portfolio value only changed -52%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

41 → 31 → 40 → 21 → 37 new funds/Q
New funds entering each quarter: 31 → 40 → 21 → 37. JELD is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 70% veterans vs 23% newcomers

■ 70% veterans ■ 7% 1-2yr ■ 23% new
Entry-cohort mix of 152 holders: 106 (70%) are 2+ year veterans, 11 entered 1–2 years ago, and 35 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
40 of 150 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in JELD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — JELD

In 2026 Q1, 82 hedge funds were net buyers of JELD (37 opened a new position, 45 added to an existing one), while 75 reduced or exited (48 trimmed, 27 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 41% of total institutional value in JELD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 150.

Hedge Fund Ownership: JELD

How many hedge funds hold JELD — quarterly history vs. share price
Quarterly hedge fund ownership of JELD vs. share price

Market Analysis: JELD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JELD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: JELD
143 + Investors

Track Smart Money conviction in JELD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 143 150 -4.67%
13F Shares 71M 74M -4.06%
Total Value $106M $91M 15.43%
New Positions 38 37 +1
Increased Positions 50 45 +5
Closed Positions 45 27 +18
Reduced Positions 35 47 -12
Total Calls 3 2 50.0%
Total Puts 3 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: JELD

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Financial Highlights

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Institutional Holders (2026 Q2)

143 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JELD. Verified SEC 13F-HR filings.

QUARTER:
Top 25 JELD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Miller Value Partners, LLC 2.53% 7,139,095 $10.7M
2 Turtle Creek Asset Management Inc. 0.97% 16,625,557 $24.9M
3 Mason Capital Management LLC 0.77% 3,109,621 $4.7M
4 Icon Advisers Inc/Co 0.35% 1,250,000 $1.9M
5 Shenkman Capital Management Inc 0.26% 1,196,882 $1.9M
6 Phil A. Younker & Associates, Ltd. 0.10% 94,500 $142K
7 Norris Financial Group, LLC 0.06% 106,133 $159K
8 Inspire Investing, LLC 0.03% 462,573 $694K
9 Thompson Davis & CO., INC. 0.02% 22,250 $33K
10 R Squared Ltd 0.02% 22,427 $34K
11 RBF Capital, LLC 0.01% 229,773 $345K
12 State of Wyoming 0.01% 84,280 $126K
13 Occudo Quantitative Strategies LP 0.01% 130,958 $196K
14 Jefferies Financial Group Inc. 0.01% 755,463 $1.1M
15 Parkwoods Wealth Partners, LLC 0.01% 30,760 $46K
16 XTX Topco Ltd 0.01% 288,252 $432K
17 Catalyst Funds Management Pty Ltd 0.00% 56,800 $85K
18 Rossby Financial, LCC 0.00% 15,573 $23K
19 Verition Fund Management LLC 0.00% 551,738 $828K
20 Aristeia Capital, L.L.C. 0.00% 203,972 $306K
21 Bridgeway Capital Management, LLC 0.00% 137,459 $206K
22 Essential Partners LLC 0.00% 4,947 $7K
23 Jain Global LLC 0.00% 516,041 $774K
24 D. E. Shaw & Co., Inc. 0.00% 4,205,454 $6.3M
25 Wolverine Asset Management LLC 0.00% 188,337 $283K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Jeld-Wen Hldg Inc (JELD)

What does the Smart Money Trend signal show for JELD?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added JELD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JELD?

Slight buying edge — 52% buying: Last quarter: 82 funds bought or added vs 75 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JELD holders?

Elite ownership — 41% AUM from top-100 funds: 40 of 150 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in JELD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held JELD?

62% of holders stayed for 2+ years: 93 out of 150 hedge funds have held JELD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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