Gates Industrial
GTES
168 hedge funds and large institutions have $4.63B invested in Gates Industrial in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 66 reducing their positions, and 47 closing their positions.
133% more call options, than puts
Call options by funds: $1.02M | Put options by funds: $439K
0% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 66
0.24% less ownership
Funds ownership: 99.94% → 99.7% (-0.24%)
2% less capital invested
Capital invested by funds: $4.74B → $4.63B (-$113M)
13% less funds holding
Funds holding: 193 → 168 (-25)
49% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 47
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$28.7M |
| 2 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$17.1M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$15.8M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$14M |
| 5 |
MDSL
M.D. Sass LLC
New York
|
+$12.3M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GKWIM
201
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| – | -$14K | -878 | Closed |
|
202
Rockefeller Capital Management
New York
| – | -$11K | -698 | Closed |
|
|
VCM
203
Vigilant Capital Management
Portland,
Maine
| – | -$7K | -428 | Closed |
|
|
EI
204
Ellevest Inc
New York
| – | -$3K | -214 | Closed |
|
|
HR
205
Howe & Rusling
Rochester,
New York
| – | -$1K | -91 | Closed |
|
|
FF
206
FourThought Financial
Venice,
Florida
| – | -$1K | -82 | Closed |
|
207
AssetMark Inc
Concord,
California
| – | -$1K | -59 | Closed |
|
|
BIA
208
Bell Investment Advisors
Oakland,
California
| – | -$1K | -59 | Closed |
|
|
IA
209
IFP Advisors
Tampa,
Florida
| – | -$1K | -47 | Closed |
|
|
MPWT
210
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$1K | -36 | Closed |
|
|
GWS
211
Glassman Wealth Services
Vienna,
Virginia
| – | +$213 | +13 | New |
|
|
PFBT
212
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | +$377 | +23 | New |
|
|
SC
213
Schubert & Co
Mckinney,
Texas
| – | +$508 | +31 | New |
|
GTES Hedge Fund Activity: Q4 2021 in Review
168 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Gates Industrial (GTES) for Q4 2021, worth a combined $4.63B — down 2.4% from $4.74B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of GTES and 24 opened new positions — a net loss of 23 holders — while 66 trimmed existing stakes and 66 added.
The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $28.7M. The largest seller was Wells Fargo, cutting an estimated $109M.
- 168 institutional investors held Gates Industrial (GTES) as of Q4 2021, down from 193 in Q3 2021.
- Funds reported $4.63B of Gates Industrial stock for Q4 2021, down 2.4% quarter-over-quarter.
- 24 funds opened new Gates Industrial positions in Q4 2021 and 47 closed out, a net change of -23 holders.
- The largest Gates Industrial buyer in Q4 2021 was Fiduciary Management Inc, an estimated $28.7M added.
- The largest Gates Industrial seller in Q4 2021 was Wells Fargo, an estimated $109M sold.
Based on aggregated 13F filings for Q4 2021.