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Gates Industrial

184 hedge funds and large institutions have $3.16B invested in Gates Industrial in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 64 increasing their positions, 69 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

852% more call options, than puts

Call options by funds: $219K | Put options by funds: $23K

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

10% more capital invested

Capital invested by funds: $2.86B → $3.16B (+$296M)

6% more funds holding

Funds holding: 174184 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 69

3.9% less ownership

Funds ownership: 103.89%99.99% (-3.9%)

Holders
184
Holders Change
+10
Holders Change %
+5.75%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
64
Reduced
69
Closed
29
Calls
$219K
Puts
$23K
Net Calls
+$196K
Net Calls Change
+$30K
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$2.04B
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$109M +$75.5K +6,851 +0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$108M +$1.53M +138,958 +1%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$83.7M -$81.5M -7,391,808 -50%
American Century Companies
5
American Century Companies
Missouri
$78.5M +$469K +42,516 +0.6%
CB
6
Cooke & Bieler
Pennsylvania
$77.7M +$1.24M +112,601 +2%
Diamond Hill Capital Management
7
Diamond Hill Capital Management
Ohio
$56M +$1.86M +168,274 +4%
JP Morgan Chase
8
JP Morgan Chase
New York
$55M -$457K -41,431 -0.9%
BlackRock
9
BlackRock
New York
$48.4M +$2.87M +260,195 +7%
PIM
10
Paradice Investment Management
Colorado
$45.9M +$1.99M +180,843 +5%
FMI
11
Fiduciary Management Inc
Wisconsin
$45.8M +$14.3M +1,299,947 +48%
GKIM
12
GW&K Investment Management
Massachusetts
$39M -$13.7M -1,239,863 -27%
AQR Capital Management
13
AQR Capital Management
Connecticut
$29.9M +$8.11M +735,282 +38%
Lazard Asset Management
14
Lazard Asset Management
New York
$21.1M -$3.14M -284,881 -13%
State Street
15
State Street
Massachusetts
$17.2M +$843K +76,452 +5%
CIM
16
Confluence Investment Management
Missouri
$16.4M -$626K -56,801 -4%
Invesco
17
Invesco
Georgia
$16.3M +$1.81M +164,327 +13%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$15.9M +$876K +79,472 +6%
Norges Bank
19
Norges Bank
Norway
$12.4M +$657K +59,625 +6%
Impax Asset Management Group
20
Impax Asset Management Group
United Kingdom
$12M
Charles Schwab
21
Charles Schwab
California
$11.8M +$1.64M +148,727 +17%
BIP
22
Brandes Investment Partners
California
$10.1M -$838K -76,048 -8%
LI
23
Leeward Investments
Massachusetts
$9.16M -$509K -46,205 -5%
First Manhattan
24
First Manhattan
New York
$8.87M -$699K -63,450 -8%
SEI Investments
25
SEI Investments
Pennsylvania
$8.69M -$3.96M -358,997 -32%

GTES Hedge Fund Activity: Q4 2022 in Review

184 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Gates Industrial (GTES) for Q4 2022, worth a combined $3.16B — up 10% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new GTES positions and 29 closed out — a net gain of 11 holders — while 64 added to existing stakes and 69 trimmed.

The largest buyer was Fiduciary Management Inc, adding an estimated $14.3M. The largest seller was Janus Henderson Group, cutting an estimated $81.5M.

  • 184 institutional investors held Gates Industrial (GTES) as of Q4 2022, up from 174 in Q3 2022.
  • Funds reported $3.16B of Gates Industrial stock for Q4 2022, up 10% quarter-over-quarter.
  • 40 funds opened new Gates Industrial positions in Q4 2022 and 29 closed out, a net change of +11 holders.
  • The largest Gates Industrial buyer in Q4 2022 was Fiduciary Management Inc, an estimated $14.3M added.
  • The largest Gates Industrial seller in Q4 2022 was Janus Henderson Group, an estimated $81.5M sold.

Based on aggregated 13F filings for Q4 2022.