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Gates Industrial

216 hedge funds and large institutions have $3.53B invested in Gates Industrial in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 100 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,968% more call options, than puts

Call options by funds: $517K | Put options by funds: $25K

110% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 20

92% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 52

11% more funds holding

Funds holding: 195216 (+21)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8.97% less ownership

Funds ownership: 100.78%91.81% (-9%)

11% less capital invested

Capital invested by funds: $3.96B → $3.53B (-$428M)

Holders
216
Holders Change
+21
Holders Change %
+10.77%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
42
Increased
100
Reduced
52
Closed
20
Calls
$517K
Puts
$25K
Net Calls
+$492K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
126
M&T Bank
New York
$551K -$35.3K -2,724 -6%
OTL
127
Oak Thistle LLC
New York
$524K +$504K +38,890 New
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$520K +$1.41K +109 +0.3%
LCM
129
Legato Capital Management
California
$515K +$496K +38,212 New
PRC
130
Pearl River Capital
Michigan
$500K +$481K +37,065 New
Jacobs Levy Equity Management
131
Jacobs Levy Equity Management
New Jersey
$499K +$64.7K +4,989 +16%
GCP
132
GSA Capital Partners
United Kingdom
$498K +$479K +36,963 New
EI
133
Ethic Inc
New York
$488K -$178K -13,707 -27%
ASN
134
Advisory Services Network
Georgia
$482K -$986 -76 -0.2%
QC
135
Quadrature Capital
United Kingdom
$442K +$425K +32,768 New
ASRS
136
Arizona State Retirement System
Arizona
$428K +$40.3K +3,107 +11%
Acadian Asset Management
137
Acadian Asset Management
Massachusetts
$411K +$356K +27,411 +846%
XF
138
XML Financial
Maryland
$406K +$10.4K +800 +3%
US Bancorp
139
US Bancorp
Minnesota
$404K -$94.4K -7,282 -20%
DekaBank Deutsche Girozentrale
140
DekaBank Deutsche Girozentrale
Germany
$356K -$25.9K -2,000 -7%
JMPWA
141
JP Morgan Private Wealth Advisors
California
$343K -$16.4K -1,265 -5%
TI
142
Tidal Investments
Wisconsin
$342K +$329K +25,373 New
DTL
143
Dynamic Technology Lab
Singapore
$331K +$83.8K +6,461 +36%
Mariner
144
Mariner
Kansas
$327K -$29.4K -2,269 -9%
PAS
145
Park Avenue Securities
New York
$321K +$4.37K +337 +1%
MM
146
MQS Management
New York
$302K +$291K +22,407 New
SWM
147
Sendero Wealth Management
Texas
$300K +$41.7K +3,218 +17%
RFC
148
Regions Financial Corp
Alabama
$274K -$12.1K -933 -4%
LNWWM
149
Laird Norton Wetherby Wealth Management
California
$274K +$21.9K +1,692 +9%
AAP
150
Ardsley Advisory Partners
Connecticut
$270K +$259K +20,000 New

GTES Hedge Fund Activity: Q2 2023 in Review

216 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Gates Industrial (GTES) for Q2 2023, worth a combined $3.53B — down 11% from $3.96B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new GTES positions and 20 closed out — a net gain of 22 holders — while 100 added to existing stakes and 52 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $40.1M. The largest seller was Blackstone Inc, cutting an estimated $620M.

  • 216 institutional investors held Gates Industrial (GTES) as of Q2 2023, up from 195 in Q1 2023.
  • Funds reported $3.53B of Gates Industrial stock for Q2 2023, down 11% quarter-over-quarter.
  • 42 funds opened new Gates Industrial positions in Q2 2023 and 20 closed out, a net change of +22 holders.
  • The largest Gates Industrial buyer in Q2 2023 was Citadel Advisors, an estimated $40.1M added.
  • The largest Gates Industrial seller in Q2 2023 was Blackstone Inc, an estimated $620M sold.

Based on aggregated 13F filings for Q2 2023.