Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Jeld-Wen Hldg Inc (JELD)

147 + 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 149 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
149 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
33 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

81 buying74 selling
Last quarter: 81 funds bought or added vs 74 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 (+15 vs last Q)

new funds entering per quarter
Funds opening a new JELD position: 30 → 40 → 21 → 36. 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
92 out of 149 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 → 30 → 40 → 21 → 36 new funds/Q
New funds entering each quarter: 30 → 40 → 21 → 36. 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.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 7% 1-2yr ■ 23% new
Of 151 current holders: 105 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
39 of 149 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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, 81 hedge funds were net buyers of JELD (36 opened a new position, 45 added to an existing one), while 74 reduced or exited (48 trimmed, 26 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 33% of total institutional value in JELD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 149.

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.

Is It Too Late to Buy Jeld-Wen Hldg Inc (JELD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much JELD has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
JELD
+42.7%
XLI
+8.9%

JELD outperformed XLI by +33.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
JELD
+20.4%
XLI
+329.7%

Since the filing became public, JELD outperformed XLI by -309.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 0 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: JELD
147 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 147 139 5.76%
13F Shares 74M 77M -4.21%
Total Value $91M $190M -51.89%
New Positions 34 21 +13
Increased Positions 45 41 +4
Closed Positions 26 57 -31
Reduced Positions 47 60 -13
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JELD

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

147 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Miller Value Partners, LLC 2.14% 6,619,885 $8.2M
2 One Fin Capital Management LP 0.85% 1,912,044 $2.4M
3 Turtle Creek Asset Management Inc. 0.53% 16,625,557 $20.6M
4 Mason Capital Management LLC 0.16% 776,885 $963K
5 Phil A. Younker & Associates, Ltd. 0.06% 72,000 $89K
6 Inspire Investing, LLC 0.04% 436,305 $541K
7 Norris Financial Group, LLC 0.04% 106,133 $132K
8 Caitong International Asset Management Co., Ltd 0.02% 100,610 $125K
9 Oxford Asset Management LLP 0.02% 41,021 $51K
10 RBF Capital, LLC 0.02% 250,353 $310K
11 Thompson Davis & CO., INC. 0.01% 16,250 $20K
12 XTX Topco Ltd 0.01% 517,434 $642K
13 Jacobs Levy Equity Management, Inc 0.01% 1,894,001 $2.3M
14 R Squared Ltd 0.01% 14,393 $18K
15 Occudo Quantitative Strategies LP 0.01% 130,958 $179K
16 NINE MASTS CAPITAL Ltd 0.01% 35,152 $44K
17 Engineers Gate Manager LP 0.01% 352,220 $437K
18 Essential Partners LLC 0.00% 10,932 $14K
19 Parkwoods Wealth Partners, LLC 0.00% 14,760 $18K
20 Verition Fund Management LLC 0.00% 500,000 $620K
21 State of Wyoming 0.00% 26,545 $33K
22 Rossby Financial, LCC 0.00% 15,573 $18K
23 Bridgeway Capital Management, LLC 0.00% 137,459 $170K
24 D. E. Shaw & Co., Inc. 0.00% 4,217,193 $5.2M
25 Axq Capital, LP 0.00% 17,182 $21K
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: 81 funds bought or added vs 74 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?

Strong quality — 33% AUM from major funds: 39 of 149 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held JELD?

62% of holders stayed for 2+ years: 92 out of 149 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.

Is it too late to buy Jeld-Wen Hldg Inc (JELD) following the 2026 Q1 hedge fund 13F filings?

As of today, JELD has moved +20.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +329.7% for the XLI sector ETF — an outperformance of -309.3%. Since the quarter end (March 31, 2026), JELD has gained +42.7% vs +8.9% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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