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Gates Industrial

96 hedge funds and large institutions have $3.87B invested in Gates Industrial in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 35

7.81% less ownership

Funds ownership: 108.72%100.91% (-7.8%)

9% less funds holding

Funds holding: 10696 (-10)

36% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 28

37% less capital invested

Capital invested by funds: $6.14B → $3.87B (-$2.27B)

79% less call options, than puts

Call options by funds: $327K | Put options by funds: $1.54M

Holders
96
Holders Change
-10
Holders Change %
-9.43%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
33
Reduced
35
Closed
28
Calls
$327K
Puts
$1.54M
Net Calls
-$1.21M
Net Calls Change
-$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$3.24M +$67.8K +4,516 +2%
Bank of America
27
Bank of America
North Carolina
$2.07M -$887K -59,079 -27%
DCM
28
Driehaus Capital Management
Illinois
$1.98M -$2.15M -142,945 -49%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$1.73M +$42.6K +2,834 +2%
TCIM
30
TIAA CREF Investment Management
New York
$1.58M +$187K +12,461 +12%
Marshall Wace
31
Marshall Wace
United Kingdom
$1.37M +$1.55M +103,116 New
Swiss National Bank
32
Swiss National Bank
Switzerland
$1.36M +$24K +1,600 +2%
Wells Fargo
33
Wells Fargo
California
$1.24M -$361K -24,064 -20%
Allianz Asset Management
34
Allianz Asset Management
Germany
$1.15M -$3M -199,856 -70%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$1.08M -$2M -133,321 -62%
TA
36
Teachers Advisors
New York
$1.02M +$88.7K +5,908 +8%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$945K -$16K -1,068 -1%
Man Group
38
Man Group
United Kingdom
$864K -$202K -13,447 -17%
SRAM
39
Stone Ridge Asset Management
New York
$730K +$283K +18,835 +52%
EGM
40
Engineers Gate Manager
New York
$717K +$482K +32,117 +146%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$598K +$98.7K +6,573 +17%
PPA
42
Parametric Portfolio Associates
Washington
$546K -$545K -36,277 -47%
Goldman Sachs
43
Goldman Sachs
New York
$504K -$432K -28,733 -43%
Nomura Holdings
44
Nomura Holdings
Japan
$432K +$488K +32,467 New
WCM
45
Weld Capital Management
New York
$426K +$483K +32,139 New
Morgan Stanley
46
Morgan Stanley
New York
$402K -$1.51M -100,480 -77%
UBS AM
47
UBS AM
Illinois
$383K
Barclays
48
Barclays
United Kingdom
$366K +$219K +14,581 +112%
Citadel Advisors
49
Citadel Advisors
Florida
$344K -$106K -7,036 -21%
BFM
50
Boothbay Fund Management
New York
$317K +$117K +7,812 +49%

GTES Hedge Fund Activity: Q4 2018 in Review

96 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Gates Industrial (GTES) for Q4 2018, worth a combined $3.87B — down 37% from $6.14B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of GTES and 18 opened new positions — a net loss of 10 holders — while 35 trimmed existing stakes and 33 added.

The largest buyer was Janus Henderson Group, adding an estimated $79.2M. The largest seller was Blackstone Inc, cutting an estimated $344M.

  • 96 institutional investors held Gates Industrial (GTES) as of Q4 2018, down from 106 in Q3 2018.
  • Funds reported $3.87B of Gates Industrial stock for Q4 2018, down 37% quarter-over-quarter.
  • 18 funds opened new Gates Industrial positions in Q4 2018 and 28 closed out, a net change of -10 holders.
  • The largest Gates Industrial buyer in Q4 2018 was Janus Henderson Group, an estimated $79.2M added.
  • The largest Gates Industrial seller in Q4 2018 was Blackstone Inc, an estimated $344M sold.

Based on aggregated 13F filings for Q4 2018.