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Gates Industrial

195 hedge funds and large institutions have $3.96B invested in Gates Industrial in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,639% more call options, than puts

Call options by funds: $539K | Put options by funds: $31K

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

29% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 62

25% more capital invested

Capital invested by funds: $3.16B → $3.96B (+$797M)

6% more funds holding

Funds holding: 184195 (+11)

0.79% more ownership

Funds ownership: 99.99%100.78% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
195
Holders Change
+11
Holders Change %
+5.98%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
80
Reduced
62
Closed
18
Calls
$539K
Puts
$31K
Net Calls
+$508K
Net Calls Change
+$312K
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$2.48B
Vanguard Group
2
Vanguard Group
Pennsylvania
$134M +$1.6M +120,356 +1%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$132M -$641K -48,063 -0.5%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$97.6M -$4.13M -309,961 -4%
CB
5
Cooke & Bieler
Pennsylvania
$92M -$2.47M -184,870 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$84.6M +$7.35M +551,103 +10%
American Century Companies
7
American Century Companies
Missouri
$79.7M -$15.3M -1,146,197 -17%
FMI
8
Fiduciary Management Inc
Wisconsin
$69M +$12.7M +955,775 +24%
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$67.7M -$508K -38,104 -0.8%
JP Morgan Chase
10
JP Morgan Chase
New York
$63M -$3.83M -287,457 -6%
BlackRock
11
BlackRock
New York
$60.3M +$1.36M +102,040 +2%
PIM
12
Paradice Investment Management
Colorado
$55M -$818K -61,382 -2%
Invesco
13
Invesco
Georgia
$38.2M +$17.6M +1,320,925 +92%
AQR Capital Management
14
AQR Capital Management
Connecticut
$34M -$2.51M -188,248 -7%
GKIM
15
GW&K Investment Management
Massachusetts
$32.6M -$14.3M -1,069,961 -31%
Lazard Asset Management
16
Lazard Asset Management
New York
$23.9M -$1.7M -127,395 -7%
State Street
17
State Street
Massachusetts
$23M +$2M +150,292 +10%
CIM
18
Confluence Investment Management
Missouri
$20.7M +$754K +56,560 +4%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$20M +$526K +39,415 +3%
Millennium Management
20
Millennium Management
New York
$19.4M +$16.2M +1,213,192 +669%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$16.6M +$15.9M +1,188,761 +12,858%
Norges Bank
22
Norges Bank
Norway
$15.1M
Charles Schwab
23
Charles Schwab
California
$15M +$603K +45,245 +4%
Impax Asset Management Group
24
Impax Asset Management Group
United Kingdom
$14.6M
BIP
25
Brandes Investment Partners
California
$14.4M +$2.03M +152,403 +17%