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Gates Industrial

340 hedge funds and large institutions have $5.64B invested in Gates Industrial in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 144 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 35

71% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $6.07M

45% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 99

18% more capital invested

Capital invested by funds: $4.78B → $5.64B (+$867M)

8% more funds holding

Funds holding: 316340 (+24)

3.74% more ownership

Funds ownership: 104.05%107.79% (+3.7%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
340
Holders Change
+24
Holders Change %
+7.59%
% of All Funds
4.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
65
Increased
144
Reduced
99
Closed
35
Calls
$10.4M
Puts
$6.07M
Net Calls
+$4.3M
Net Calls Change
-$64.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
301
Capital A Wealth Management
Pennsylvania
$11.8K +$11.6K +576 New
UB
302
UMB Bank
Missouri
$11.4K +$404 +20 +4%
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$10.1K
FFA
304
Farther Finance Advisors
California
$9.56K -$2.93K -145 -24%
LC
305
Lindbrook Capital
California
$8.08K -$121 -6 -2%
WSFS
306
Wilmington Savings Fund Society
Delaware
$6.05K -$101 -5 -2%
HCP
307
Hexagon Capital Partners
Arkansas
$5.8K +$484 +24 +9%
BIA
308
Bell Investment Advisors
California
$5.62K
BIG
309
Brooklyn Investment Group
New York
$5.14K
AT
310
Avalon Trust
New Mexico
$4.71K +$4.62K +229 New
GWM
311
Geneos Wealth Management
Colorado
$4.61K
HWM
312
Hemington Wealth Management
Virginia
$4K +$1.35K +67 +51%
JWA
313
JFS Wealth Advisors
Pennsylvania
$3.7K +$605 +30 +20%
EWA
314
EverSource Wealth Advisors
Alabama
$3.62K +$1.92K +95 +117%
JFGIW
315
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.52K -$115K -5,702 -97%
Creative Planning
316
Creative Planning
Kansas
$3.52K +$3.45K +171 New
MCM
317
MAI Capital Management
Ohio
$3.02K +$2.97K +147 New
LI
318
LRI Investments
Florida
$2.37K
FMII
319
Farmers & Merchants Investments Inc
Nebraska
$2.26K
PMFA
320
Plante Moran Financial Advisors
Michigan
$2.16K +$2.12K +105 New
SPIA
321
Steward Partners Investment Advisory
New York
$1.91K -$1.68K -83 -47%
TFA
322
Toth Financial Advisory
Virginia
$1.85K
PWMG
323
Private Wealth Management Group
New Jersey
$1.79K
WA
324
WPG Advisers
Maryland
$1.46K +$1.43K +71 New
BWL
325
Bogart Wealth LLC
Virginia
$1.36K