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Gates Industrial

92 hedge funds and large institutions have $4.74B invested in Gates Industrial in 2018 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

32% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 25

11% more funds holding

Funds holding: 8392 (+9)

0.47% more ownership

Funds ownership: 100.06%100.54% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less capital invested

Capital invested by funds: $5.08B → $4.74B (-$337M)

Holders
92
Holders Change
+9
Holders Change %
+10.84%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
33
Reduced
25
Closed
18
Calls
$184K
Puts
Net Calls
+$184K
Net Calls Change
+$3.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$3.97B
Lazard Asset Management
2
Lazard Asset Management
New York
$94.7M +$6.57M +415,381 +8%
CIP
3
Champlain Investment Partners
Vermont
$79.2M +$9.32M +589,585 +14%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$60.8M +$1.79M +113,033 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$59.2M +$3.29M +208,184 +6%
AllianceBernstein
6
AllianceBernstein
Tennessee
$52.9M -$598K -37,823 -1%
JP Morgan Chase
7
JP Morgan Chase
New York
$50.5M +$26.5M +1,679,557 +118%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$47.8M -$15.6M -988,210 -25%
BlackRock
9
BlackRock
New York
$46.8M +$6.2M +392,076 +16%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$32.6M +$10.8M +685,640 +52%
TCM
11
TimesSquare Capital Management
New York
$30.4M -$1.25M -79,100 -4%
Norges Bank
12
Norges Bank
Norway
$27.7M
PCM
13
Peregrine Capital Management
Minnesota
$19.2M -$714K -45,153 -4%
Principal Financial Group
14
Principal Financial Group
Iowa
$18.3M +$923K +58,399 +5%
O
15
OppenheimerFunds
New York
$13.2M +$183K +11,551 +1%
CB
16
Cooke & Bieler
Pennsylvania
$11.8M +$11.4M +723,160 New
Citadel Advisors
17
Citadel Advisors
Florida
$8.07M -$557K -35,209 -7%
SEI Investments
18
SEI Investments
Pennsylvania
$7.64M +$715K +45,220 +11%
Millennium Management
19
Millennium Management
New York
$7.06M -$25.6M -1,620,452 -79%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$6.99M +$703K +44,499 +12%
State Street
21
State Street
Massachusetts
$6.98M +$297K +18,786 +5%
SAM
22
Scopus Asset Management
New York
$6.69M -$16M -1,012,166 -71%
Federated Hermes
23
Federated Hermes
Pennsylvania
$6.46M +$6.28M +397,216 New
WRF
24
Waddell & Reed Financial
Kansas
$5.04M +$158K +10,000 +3%
BCM
25
BlueMar Capital Management
Florida
$5.02M -$274K -17,331 -5%