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Gates Industrial
GTES

Overview Fund Activity

195 hedge funds and large institutions have $3.96B invested in Gates Industrial in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+11
Holders Change %
+5.98%
% of All Funds
3.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
80
Reduced
62
Closed
18
Calls
$539K
Puts
$31K
Net Calls
+$508K
Net Calls Change
+$312K

Top Buyers

1
Invesco
1
Invesco
Georgia
$38.2M
2
Millennium Management
2
Millennium Management
New York
$19.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$16.6M
4
FMI
4
Fiduciary Management Inc
Wisconsin
$69M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$84.6M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$79.7M
2
GKIM
2
GW&K Investment Management
Massachusetts
$32.6M
3
IM
3
Islet Management
New York
$0
4
SAM
4
Silvercrest Asset Management
New York
$0
5
Macquarie Group
5
Macquarie Group
Australia
$3.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
176
Quadrant Capital Group
Ohio
$3K – – –
HFS
177
Hantz Financial Services
Michigan
$3K – – –
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
SFG
179
Steward Financial Group
Texas
$3K +$1.46K +135 +94%
DA
180
Denali Advisors
California
$2.64K -$806 -58 -23%
JWA
181
JFS Wealth Advisors
Pennsylvania
$2.32K +$361 +26 +18%
AF
182
Allworth Financial
California
$2.2K +$2.2K +158 New
SC
183
Schubert & Co
Texas
$2.07K +$806 +58 +64%
MIA
184
Milestone Investment Advisors
Wisconsin
$1.32K +$1.32K +95 New
BWL
185
Bogart Wealth LLC
Virginia
$917 +$917 +66 New
SIC
186
SJS Investment Consulting
Ohio
$834 +$83 +6 +11%
MPWT
187
MassMutual Private Wealth & Trust
Connecticut
$820 – – –
AF
188
Advisornet Financial
Minnesota
$792 +$403 +29 +104%
DI
189
Disciplined Investments
Oklahoma
$667 +$111 +8 +20%
HCP
190
Hexagon Capital Partners
Arkansas
$667 +$667 +48 New
TWA
191
TCI Wealth Advisors
Arizona
$209 +$28 +2 +15%
GWS
192
Glassman Wealth Services
Virginia
$181 +$181 +13 New
TWP
193
TFO Wealth Partners
Ohio
$139 +$111 +8 +400%
HNB
194
Huntington National Bank
Ohio
$28 – – –
IM
195
Islet Management
New York
– -$6.56M -574,951 Closed
SAM
196
Silvercrest Asset Management
New York
– -$6.44M -564,262 Closed
Tudor Investment Corp
197
Tudor Investment Corp
Connecticut
– -$1.25M -109,284 Closed
APG Asset Management
198
APG Asset Management
Netherlands
– -$672K -58,920 Closed
Connor, Clark & Lunn Investment Management (CC&L)
199
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$385K -33,723 Closed
HSA
200
HBK Sorce Advisory
Pennsylvania
– -$40K -21,742 Closed
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