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Gates Industrial

101 hedge funds and large institutions have $2.99B invested in Gates Industrial in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $496K | Put options by funds: $211K

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

38% more capital invested

Capital invested by funds: $2.16B → $2.99B (+$828M)

6% more funds holding

Funds holding: 95101 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.77% less ownership

Funds ownership: 100.68%99.91% (-0.77%)

8% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 38

Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
35
Reduced
38
Closed
15
Calls
$496K
Puts
$211K
Net Calls
+$285K
Net Calls Change
+$499K
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$2.53B +$5.47M +603,000 +0.2%
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$82.9M -$3.52M -387,648 -5%
CB
3
Cooke & Bieler
Pennsylvania
$52.8M -$12.5M -1,373,939 -21%
JP Morgan Chase
4
JP Morgan Chase
New York
$45.8M -$17.2M -1,894,894 -30%
Vanguard Group
5
Vanguard Group
Pennsylvania
$41M -$1.34M -147,926 -4%
Adage Capital Partners
6
Adage Capital Partners
Massachusetts
$28.4M +$345K +38,066 +1%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$20.8M +$1.31M +144,396 +8%
BlackRock
8
BlackRock
New York
$19.9M -$658K -72,573 -4%
First Manhattan
9
First Manhattan
New York
$17.6M -$1.17M -129,484 -7%
Prudential Financial
10
Prudential Financial
New Jersey
$16M -$2.59M -285,057 -15%
Invesco
11
Invesco
Georgia
$15.6M -$187K -20,578 -1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$13.8M +$2.35M +259,191 +24%
PCM
13
Penn Capital Management
Pennsylvania
$7.5M +$445K +49,056 +7%
N
14
Nuveen
North Carolina
$7.42M +$2.27M +250,288 +53%
KCM
15
Kennedy Capital Management
Missouri
$7.25M +$562K +61,950 +10%
CIM
16
Confluence Investment Management
Missouri
$6.82M +$134K +14,795 +2%
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$6.59M +$273K +30,077 +5%
State Street
18
State Street
Massachusetts
$6.1M -$61.5K -6,785 -1%
SI
19
Sapience Investments
California
$5.82M -$782K -86,250 -13%
Handelsbanken Fonder
20
Handelsbanken Fonder
Sweden
$5.65M +$2.3M +253,269 +85%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$5.58M -$151K -16,639 -3%
Northern Trust
22
Northern Trust
Illinois
$3.28M -$37.7K -4,153 -1%
Impax Asset Management Group
23
Impax Asset Management Group
United Kingdom
$2.72M +$2.4M +265,000 New
Charles Schwab
24
Charles Schwab
California
$2.38M +$176K +19,453 +9%
PPA
25
Parametric Portfolio Associates
Washington
$2.27M +$496K +54,708 +33%