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Gates Industrial

165 hedge funds and large institutions have $5.27B invested in Gates Industrial in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 70 increasing their positions, 41 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

71% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 41

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

7% more capital invested

Capital invested by funds: $4.93B → $5.27B (+$340M)

5% more funds holding

Funds holding: 157165 (+8)

6.03% less ownership

Funds ownership: 106.06%100.03% (-6%)

31% less call options, than puts

Call options by funds: $362K | Put options by funds: $524K

Holders
165
Holders Change
+8
Holders Change %
+5.1%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
36
Increased
70
Reduced
41
Closed
28
Calls
$362K
Puts
$524K
Net Calls
-$162K
Net Calls Change
+$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$4B -$317M -18,112,337 -8%
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$133M -$1.39M -79,463 -1%
Wells Fargo
3
Wells Fargo
California
$101M +$4.69M +267,946 +5%
JP Morgan Chase
4
JP Morgan Chase
New York
$88.3M -$1.79M -102,304 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$78.1M +$2.15M +122,805 +3%
CB
6
Cooke & Bieler
Pennsylvania
$74.6M +$1.12M +63,989 +2%
GKIM
7
GW&K Investment Management
Massachusetts
$63.1M +$1.06M +60,556 +2%
Lazard Asset Management
8
Lazard Asset Management
New York
$60.6M +$5.6M +320,210 +11%
American Century Companies
9
American Century Companies
Missouri
$60.5M +$27M +1,545,829 +86%
BlackRock
10
BlackRock
New York
$53.6M -$13.9M -796,978 -21%
Handelsbanken Fonder
11
Handelsbanken Fonder
Sweden
$31.6M +$3.06M +175,000 +11%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$30.2M +$3.43M +196,412 +13%
Principal Financial Group
13
Principal Financial Group
Iowa
$28.3M +$13.4M +767,457 +96%
Jennison Associates
14
Jennison Associates
New York
$27.8M +$26.9M +1,537,692 New
Invesco
15
Invesco
Georgia
$24.8M +$904K +51,696 +4%
CIM
16
Confluence Investment Management
Missouri
$22.2M +$9.14M +522,895 +74%
DCM
17
Driehaus Capital Management
Illinois
$21.5M +$7.01M +401,157 +51%
Macquarie Group
18
Macquarie Group
Australia
$20M -$315K -18,036 -2%
First Manhattan
19
First Manhattan
New York
$19.9M +$18.8K +1,075 +0.1%
State Street
20
State Street
Massachusetts
$16.8M +$3.42M +195,539 +27%
Millennium Management
21
Millennium Management
New York
$15M +$382K +21,864 +3%
KCM
22
Kennedy Capital Management
Missouri
$14.8M -$2.41M -137,680 -14%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$14.1M +$192K +10,995 +1%
Morgan Stanley
24
Morgan Stanley
New York
$12.2M +$1.26M +72,144 +12%
MPAM
25
Monarch Partners Asset Management
Massachusetts
$10.9M +$2.84M +162,475 +37%