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Gates Industrial

340 hedge funds and large institutions have $5.64B invested in Gates Industrial in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 144 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 35

71% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $6.07M

45% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 99

18% more capital invested

Capital invested by funds: $4.78B → $5.64B (+$867M)

8% more funds holding

Funds holding: 316340 (+24)

3.74% more ownership

Funds ownership: 104.05%107.79% (+3.7%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
340
Holders Change
+24
Holders Change %
+7.59%
% of All Funds
4.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
65
Increased
144
Reduced
99
Closed
35
Calls
$10.4M
Puts
$6.07M
Net Calls
+$4.3M
Net Calls Change
-$64.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$510M -$15M -745,350 -3%
BlackRock
2
BlackRock
New York
$509M -$25.1M -1,242,905 -5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$400M +$129M +6,383,165 +49%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$317M +$12.4M +616,687 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$258M -$691K -34,245 -0.3%
Invesco
6
Invesco
Georgia
$152M +$3.4M +168,328 +2%
State Street
7
State Street
Massachusetts
$150M +$15M +745,179 +11%
FMI
8
Fiduciary Management Inc
Wisconsin
$149M +$428K +21,191 +0.3%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$135M +$1.72M +85,253 +1%
AllianceBernstein
10
AllianceBernstein
Tennessee
$131M -$25.1M -1,242,218 -16%
UBS Group
11
UBS Group
Switzerland
$118M +$113M +5,605,661 +4,484%
American Century Companies
12
American Century Companies
Missouri
$112M -$7.75M -383,943 -7%
Jennison Associates
13
Jennison Associates
New York
$109M +$25.6M +1,268,716 +31%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$107M +$101M +4,994,736 +2,333%
GKIM
15
GW&K Investment Management
Massachusetts
$105M +$21.1M +1,047,946 +26%
Franklin Resources
16
Franklin Resources
California
$99M +$19.9M +983,732 +26%
CCM
17
Channing Capital Management
Illinois
$85.3M +$4.82M +238,676 +6%
LSV Asset Management
18
LSV Asset Management
Illinois
$84.1M -$1.3M -64,466 -2%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$75.3M +$3.97M +196,603 +6%
UBS AM
20
UBS AM
Illinois
$74.2M +$61.5M +3,046,064 +541%
JP Morgan Chase
21
JP Morgan Chase
New York
$69.2M +$62.6M +3,101,738 +1,185%
AQR Capital Management
22
AQR Capital Management
Connecticut
$65.8M -$31M -1,534,272 -32%
CB
23
Cooke & Bieler
Pennsylvania
$65.6M -$20.3M -1,008,219 -24%
Diamond Hill Capital Management
24
Diamond Hill Capital Management
Ohio
$64.1M -$17.7M -876,212 -22%
Norges Bank
25
Norges Bank
Norway
$56.5M