Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

JELD-WEN HLDG INC (JELD)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -37
Streak
1Q ▼
Buyers last Q
35%

Smart Money Signals — JELD

Based on 135 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their JELD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 77% of 3.0Y peak

77% of all-time peak
135 funds currently hold this stock — 77% of the 3.0-year high of 175 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 19% fewer funds vs a year ago

fund count last 6Q
31 fewer hedge funds hold JELD compared to a year ago (-19% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 35% buying

62 buying117 selling
Last quarter: 117 funds sold vs only 62 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-20 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 40 → 28 → 40 → 20. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

68% of holders stayed for 2+ years

68% conviction (2yr+) 18% medium 14% new
92 out of 135 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 -2%, value -51%

Value
-51%
Shares
-2%
Last quarter: funds added -2% more shares while total portfolio value only changed -51%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~20 new funds/quarter

43 → 40 → 28 → 40 → 20 new funds/Q
New funds entering each quarter: 40 → 28 → 40 → 20. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 75% of holders stayed 2+ years

75% veterans 8% 1-2yr 17% new
Of 136 current holders: 102 (75%) 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 — 32% AUM from major funds

32% from top-100 AUM funds
29 of 135 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 0 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: JELD
2026 Q1 Stats Unlock in 22 days 136 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 136 180 -24.44%
13F Shares 77M 79M -2.41%
Total Value $190M $388M -51.04%
New Positions 20 41 -21
Increased Positions 45 64 -19
Closed Positions 62 28 +34
Reduced Positions 61 64 -3
Total Calls 2 4 -50.0%
Total Puts 0 4 -100.0%
PUT/CALL Ratio 0.0 1.0 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) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Institutional Holders (2026 Q1)

136 + investors

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

Top 23 institutional holders of JELD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Phil A. Younker & Associates, Ltd. 0.06% 72,000 $89K
2 Inspire Investing, LLC 0.04% 436,305 $541K
3 THOMPSON DAVIS & CO., INC. 0.01% 16,250 $20K
4 Parkwoods Wealth Partners, LLC 0.00% 14,760 $18K
5 Assenagon Asset Management S.A. 0.00% 682,899 $847K
6 Aaron Wealth Advisors LLC 0.00% 14,574 $18K
7 Concurrent Investment Advisors, LLC 0.00% 27,600 $34K
8 STRS OHIO 0.00% 52,100 $65K
9 HB Wealth Management, LLC 0.00% 19,174 $24K
10 Merit Financial Group, LLC 0.00% 13,288 $16K
11 SIGNATUREFD, LLC 0.00% 3,612 $4K
12 Sterling Capital Management LLC 0.00% 2,814 $3K
13 CoreCap Advisors, LLC 0.00% 1,113 $1K
14 SG Americas Securities, LLC 0.00% 27,706
15 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 14,866 $16K
16 ProShare Advisors LLC 0.00% 12,326 $15K
17 MassMutual Private Wealth & Trust, FSB 0.00% 548
18 GAMMA Investing LLC 0.00% 266
19 Root Financial Partners, LLC 0.00% 236
20 IFP Advisors, Inc 0.00% 294
21 Farther Finance Advisors, LLC 0.00% 684
22 SJS Investment Consulting Inc. 0.00% 17
23 SBI Securities Co., Ltd. 0.00% 5
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their JELD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for JELD?

Heavy selling pressure — only 35% buying: Last quarter: 117 funds sold vs only 62 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for JELD holders?

Strong quality — 32% AUM from major funds: 29 of 135 holders rank in the top 100 by AUM, accounting for 32% 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?

68% of holders stayed for 2+ years: 92 out of 135 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.