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Gates Industrial

261 hedge funds and large institutions have $3.58B invested in Gates Industrial in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,497% more call options, than puts

Call options by funds: $3.93M | Put options by funds: $246K

118% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 22

68% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 73

17% more capital invested

Capital invested by funds: $3.06B → $3.58B (+$526M)

10% more funds holding

Funds holding: 238261 (+23)

1.38% more ownership

Funds ownership: 99.7%101.07% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
261
Holders Change
+23
Holders Change %
+9.66%
% of All Funds
3.81%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
48
Increased
123
Reduced
73
Closed
22
Calls
$3.93M
Puts
$246K
Net Calls
+$3.68M
Net Calls Change
+$2.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$1.29B -$204M -17,250,000 -15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$206M +$18M +1,519,041 +11%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$165M +$31.9M +2,697,624 +28%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$130M +$14.7M +1,239,261 +15%
American Century Companies
5
American Century Companies
Missouri
$110M +$6.87M +580,637 +8%
CB
6
Cooke & Bieler
Pennsylvania
$109M +$7.03M +594,559 +8%
AQR Capital Management
7
AQR Capital Management
Connecticut
$105M +$9.63M +814,456 +12%
FMI
8
Fiduciary Management Inc
Wisconsin
$94.4M +$20M +1,689,991 +32%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$93.2M -$6.64M -561,327 -7%
Morgan Stanley
10
Morgan Stanley
New York
$87.2M +$50.6M +4,275,358 +193%
BlackRock
11
BlackRock
New York
$70.4M +$4.01M +338,761 +7%
Diamond Hill Capital Management
12
Diamond Hill Capital Management
Ohio
$59.7M -$5.44M -460,232 -9%
Invesco
13
Invesco
Georgia
$53.6M +$14.9M +1,256,461 +46%
Pacer Advisors
14
Pacer Advisors
Pennsylvania
$48.5M +$7.39M +624,517 +21%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$45.1M +$1.99M +168,160 +5%
AllianceBernstein
16
AllianceBernstein
Tennessee
$44.5M +$37.6M +3,176,673 +2,244%
GKIM
17
GW&K Investment Management
Massachusetts
$42.8M +$7.96M +673,095 +27%
LSV Asset Management
18
LSV Asset Management
Illinois
$37.7M +$16.9M +1,430,149 +104%
PIM
19
Paradice Investment Management
Colorado
$32.9M -$17.3M -1,460,945 -37%
Two Sigma Investments
20
Two Sigma Investments
New York
$32.4M -$1.5M -126,976 -5%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$32.4M -$2.48M -209,300 -8%
State Street
22
State Street
Massachusetts
$29.9M +$4.54M +383,866 +21%
Millennium Management
23
Millennium Management
New York
$27.6M +$932K +78,795 +4%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$27.3M +$3M +253,717 +14%
Norges Bank
25
Norges Bank
Norway
$23.1M +$2.2M +186,247 +12%