We are live on ! Find out more
GTES icon

Gates Industrial

96 hedge funds and large institutions have $3.87B invested in Gates Industrial in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 35

7.81% less ownership

Funds ownership: 108.72%100.91% (-7.8%)

9% less funds holding

Funds holding: 10696 (-10)

36% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 28

37% less capital invested

Capital invested by funds: $6.14B → $3.87B (-$2.27B)

79% less call options, than puts

Call options by funds: $327K | Put options by funds: $1.54M

Holders
96
Holders Change
-10
Holders Change %
-9.43%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
33
Reduced
35
Closed
28
Calls
$327K
Puts
$1.54M
Net Calls
-$1.21M
Net Calls Change
-$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$3.23B -$344M -22,887,900 -9%
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$99.9M +$79.2M +5,271,635 +232%
CIP
3
Champlain Investment Partners
Vermont
$73.5M +$3.2M +213,355 +4%
JP Morgan Chase
4
JP Morgan Chase
New York
$58.5M +$9.39M +625,116 +16%
AllianceBernstein
5
AllianceBernstein
Tennessee
$57.9M +$3.3M +219,678 +5%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$52.7M +$14.9M +993,573 +33%
Vanguard Group
7
Vanguard Group
Pennsylvania
$51.8M +$2.88M +191,979 +5%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$40.1M -$9.86M -656,108 -18%
CB
9
Cooke & Bieler
Pennsylvania
$25.3M +$15.5M +1,032,970 +117%
BlackRock
10
BlackRock
New York
$24.2M -$2.96M -197,305 -10%
Norges Bank
11
Norges Bank
Norway
$20.8M
PCM
12
Peregrine Capital Management
Minnesota
$16M -$113K -7,513 -0.6%
Lazard Asset Management
13
Lazard Asset Management
New York
$14.2M -$65.7M -4,370,588 -80%
Principal Financial Group
14
Principal Financial Group
Iowa
$13M -$4.98M -331,251 -25%
First Manhattan
15
First Manhattan
New York
$10.4M +$2.55M +170,025 +28%
Federated Hermes
16
Federated Hermes
Pennsylvania
$7.66M
State Street
17
State Street
Massachusetts
$7.18M +$468K +31,167 +6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$6.06M +$102K +6,762 +1%
CIM
19
Confluence Investment Management
Missouri
$5.83M -$43.4K -2,892 -0.7%
Invesco
20
Invesco
Georgia
$5.83M +$153K +10,169 +2%
O
21
OppenheimerFunds
New York
$4.67M -$8.15M -542,429 -61%
SEI Investments
22
SEI Investments
Pennsylvania
$4.64M -$578K -38,462 -14%
Northern Trust
23
Northern Trust
Illinois
$4.23M -$104K -6,933 -2%
KCM
24
Kennedy Capital Management
Missouri
$3.96M +$4.49M +298,728 New
Millennium Management
25
Millennium Management
New York
$3.42M +$2.29M +152,221 +144%

GTES Hedge Fund Activity: Q4 2018 in Review

96 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Gates Industrial (GTES) for Q4 2018, worth a combined $3.87B — down 37% from $6.14B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of GTES and 18 opened new positions — a net loss of 10 holders — while 35 trimmed existing stakes and 33 added.

The largest buyer was Janus Henderson Group, adding an estimated $79.2M. The largest seller was Blackstone Inc, cutting an estimated $344M.

  • 96 institutional investors held Gates Industrial (GTES) as of Q4 2018, down from 106 in Q3 2018.
  • Funds reported $3.87B of Gates Industrial stock for Q4 2018, down 37% quarter-over-quarter.
  • 18 funds opened new Gates Industrial positions in Q4 2018 and 28 closed out, a net change of -10 holders.
  • The largest Gates Industrial buyer in Q4 2018 was Janus Henderson Group, an estimated $79.2M added.
  • The largest Gates Industrial seller in Q4 2018 was Blackstone Inc, an estimated $344M sold.

Based on aggregated 13F filings for Q4 2018.