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Gates Industrial

303 hedge funds and large institutions have $4.25B invested in Gates Industrial in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 134 increasing their positions, 81 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,426% more call options, than puts

Call options by funds: $64.7M | Put options by funds: $2.56M

65% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 81

38% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 45

6% more funds holding

Funds holding: 287303 (+16)

1.24% more ownership

Funds ownership: 101.72%102.96% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

11% less capital invested

Capital invested by funds: $4.76B → $4.25B (-$505M)

Holders
303
Holders Change
+16
Holders Change %
+5.57%
% of All Funds
4.38%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
62
Increased
134
Reduced
81
Closed
45
Calls
$64.7M
Puts
$2.56M
Net Calls
+$62.2M
Net Calls Change
+$28.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$623K +$247K +14,555 +59%
CL
177
CSS LLC
Illinois
$615K
SWM
178
Sendero Wealth Management
Texas
$581K
AB
179
Amalgamated Bank
New York
$569K +$199K +11,732 +48%
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$560K +$27.4K +1,616 +5%
BCM
181
Bayesian Capital Management
New York
$558K +$598K +35,278 New
Wealth Enhancement Advisory Services
182
Wealth Enhancement Advisory Services
Minnesota
$551K +$183K +10,776 +45%
TI
183
Tidal Investments
Wisconsin
$548K -$317K -18,709 -35%
HWAM
184
Hennion & Walsh Asset Management
New Jersey
$542K +$113K +6,667 +24%
ASN
185
Advisory Services Network
Georgia
$540K -$82.3K -4,854 -12%
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$535K +$14K +823 +2%
FHB
187
First Hawaiian Bank
Hawaii
$520K +$558K +32,917 New
HIM
188
Hillsdale Investment Management
Ontario, Canada
$501K -$142K -8,400 -21%
EI
189
Ethic Inc
New York
$496K +$104K +6,132 +24%
PCM
190
Prelude Capital Management
New York
$486K +$97.3K +5,740 +23%
KIM
191
Kestra Investment Management
Texas
$474K +$509K +30,012 New
IAN
192
Integrated Advisors Network
Texas
$451K +$51K +3,010 +12%
MG
193
Mather Group
Illinois
$428K +$408K +24,046 +19,550%
CGIM
194
Cannon Global Investment Management
Florida
$427K +$458K +27,000 New
UOTTAIMCU
195
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$417K
B
196
Bailard
California
$416K -$76.3K -4,500 -15%
Pictet Asset Management
197
Pictet Asset Management
Switzerland
$413K +$49K +2,892 +12%
BNP Paribas Financial Markets
198
BNP Paribas Financial Markets
France
$401K -$83.8K -4,942 -16%
PS
199
Principal Securities
Iowa
$396K +$415K +24,466 +4,037%
DWA
200
Delap Wealth Advisory
Oregon
$395K +$60.5K +3,567 +17%