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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
Holocene Advisors
51
Holocene Advisors
New York
$314K +$356K +23,728 New
HSBC Holdings
52
HSBC Holdings
United Kingdom
$305K +$346K +23,022 New
Prudential Financial
53
Prudential Financial
New Jersey
$293K
Treasurer of the State of North Carolina
54
Treasurer of the State of North Carolina
North Carolina
$287K +$13.6K +904 +4%
ARTA
55
A.R.T. Advisors
New York
$284K -$266K -17,707 -45%
CS
56
Credit Suisse
Switzerland
$273K +$79.7K +5,304 +35%
State Board of Administration of Florida Retirement System
57
State Board of Administration of Florida Retirement System
Florida
$272K +$308K +20,517 New
HT
58
HAP Trading
New York
$268K +$304K +20,232 New
CSS
59
Cubist Systematic Strategies
Connecticut
$254K +$288K +19,205 New
SI
60
Sensato Investors
California
$250K +$283K +18,870 New
PI
61
Putnam Investments
Massachusetts
$241K +$273K +18,200 New
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$226K -$690K -45,922 -73%
Dimensional Fund Advisors
63
Dimensional Fund Advisors
Texas
$226K +$256K +17,038 New
UBS Group
64
UBS Group
Switzerland
$224K +$207K +13,751 +427%
ASN
65
Advisory Services Network
Georgia
$203K +$4.25K +283 +2%
Legal & General Group
66
Legal & General Group
United Kingdom
$203K +$15.6K +1,040 +7%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$181K +$1.2K +80 +0.6%
DT
68
Diversified Trust
Tennessee
$172K +$13.1K +870 +7%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$171K +$2.75K +183 +1%
CIBC Asset Management
70
CIBC Asset Management
Ontario, Canada
$160K -$84.5K -5,625 -32%
Verition Fund Management
71
Verition Fund Management
Connecticut
$157K -$106K -7,080 -37%
WIS
72
Wright Investors Service
Connecticut
$152K +$12.6K +840 +8%
AAM
73
Auxier Asset Management
Oregon
$150K +$171K +11,357 New
Group One Trading
74
Group One Trading
Illinois
$71K -$33.6K -2,237 -29%
SOADOR
75
State of Alaska Department of Revenue
Alaska
$62K +$1.38K +92 +2%

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.