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Gates Industrial

287 hedge funds and large institutions have $4.76B invested in Gates Industrial in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 126 increasing their positions, 70 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,939% more call options, than puts

Call options by funds: $34.3M | Put options by funds: $849K

80% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 70

72% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 36

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

33% more capital invested

Capital invested by funds: $3.58B → $4.76B (+$1.18B)

10% more funds holding

Funds holding: 261287 (+26)

0.64% more ownership

Funds ownership: 101.07%101.72% (+0.64%)

Holders
287
Holders Change
+26
Holders Change %
+9.96%
% of All Funds
4.13%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
62
Increased
126
Reduced
70
Closed
36
Calls
$34.3M
Puts
$849K
Net Calls
+$33.4M
Net Calls Change
+$29.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$1.28B -$351M -24,276,100 -25%
Vanguard Group
2
Vanguard Group
Pennsylvania
$319M +$38.8M +2,678,954 +17%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$261M +$35.5M +2,450,526 +20%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$193M +$17M +1,175,417 +12%
AllianceBernstein
5
AllianceBernstein
Tennessee
$149M +$73.5M +5,082,923 +153%
AQR Capital Management
6
AQR Capital Management
Connecticut
$141M +$1.83M +126,282 +2%
FMI
7
Fiduciary Management Inc
Wisconsin
$127M +$1.64M +113,365 +2%
BlackRock
8
BlackRock
New York
$125M +$26.5M +1,833,921 +35%
American Century Companies
9
American Century Companies
Missouri
$125M -$16M -1,107,505 -14%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$114M -$6.94M -479,636 -7%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$114M +$44.7M +3,093,181 +92%
CB
12
Cooke & Bieler
Pennsylvania
$102M -$34.8M -2,403,810 -29%
Invesco
13
Invesco
Georgia
$79.8M +$7.4M +511,575 +13%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$79.2M +$333K +23,016 +0.5%
Pacer Advisors
15
Pacer Advisors
Pennsylvania
$69.7M +$4.68M +323,216 +9%
GKIM
16
GW&K Investment Management
Massachusetts
$61.3M +$3.93M +271,759 +9%
LSV Asset Management
17
LSV Asset Management
Illinois
$61.1M +$9.3M +642,648 +23%
Morgan Stanley
18
Morgan Stanley
New York
$54.6M -$49.4M -3,412,961 -53%
Two Sigma Investments
19
Two Sigma Investments
New York
$53.9M +$9.09M +628,531 +26%
Goldman Sachs
20
Goldman Sachs
New York
$52.2M +$25.5M +1,759,208 +148%
State Street
21
State Street
Massachusetts
$47.9M +$6.94M +479,998 +22%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$46.6M +$3.15M +217,500 +9%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$45.2M +$7.48M +516,804 +25%
Bank of America
24
Bank of America
North Carolina
$35.7M +$16M +1,108,886 +123%
Norges Bank
25
Norges Bank
Norway
$33.6M +$2.59M +179,023 +10%