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WillScot Mobile Mini Holdings

397 hedge funds and large institutions have $7.77B invested in WillScot Mobile Mini Holdings in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 156 increasing their positions, 150 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

4% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 150

1.07% less ownership

Funds ownership: 95.5%94.43% (-1.1%)

6% less funds holding

Funds holding: 422397 (-25)

16% less capital invested

Capital invested by funds: $9.22B → $7.77B (-$1.45B)

34% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 67

51% less call options, than puts

Call options by funds: $22M | Put options by funds: $45.1M

Holders
397
Holders Change
-25
Holders Change %
-5.92%
% of All Funds
6.3%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
44
Increased
156
Reduced
150
Closed
67
Calls
$22M
Puts
$45.1M
Net Calls
-$23.1M
Net Calls Change
-$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BDF
276
Black Diamond Financial
Maryland
$416K -$440K -10,000 -50%
RIL
277
Rothschild Investment LLC
Illinois
$412K -$5.28K -120 -1%
Creative Planning
278
Creative Planning
Kansas
$409K -$9.86K -224 -2%
SG Americas Securities
279
SG Americas Securities
New York
$375K +$211K +4,786 +113%
BTWM
280
Baker Tilly Wealth Management
Wisconsin
$374K -$2.6K -59 -0.7%
Lazard Asset Management
281
Lazard Asset Management
New York
$373K +$102K +2,326 +35%
HT
282
Headlands Technologies
Illinois
$372K -$189K -4,298 -32%
Schroder Investment Management Group
283
Schroder Investment Management Group
United Kingdom
$370K +$52.6K +1,196 +16%
CAM
284
Cresset Asset Management
Illinois
$369K +$31.1K +707 +9%
Cetera Investment Advisers
285
Cetera Investment Advisers
Illinois
$369K +$111K +2,533 +40%
Janney Montgomery Scott
286
Janney Montgomery Scott
Pennsylvania
$362K +$383K +8,694 New
RJFSA
287
Raymond James Financial Services Advisors
Florida
$360K -$65.1K -1,480 -15%
BFG
288
Bleakley Financial Group
New Jersey
$350K -$15.4K -349 -4%
SS
289
Simplicity Solutions
Minnesota
$350K -$15.4K -349 -4%
EI
290
Ellevest Inc
New York
$344K +$8.14K +185 +2%
KAS
291
Kestra Advisory Services
Texas
$342K +$362K +8,215 New
Nisa Investment Advisors
292
Nisa Investment Advisors
Missouri
$341K -$8.8K -200 -2%
CSPIA
293
Cary Street Partners Investment Advisory
Virginia
$339K -$12.1K -275 -3%
LAS
294
Lloyd Advisory Services
Georgia
$335K +$355K +8,057 New
NG
295
Norden Group
Utah
$335K +$355K +8,057 New
BC
296
Bridgefront Capital
Texas
$329K +$348K +7,913 New
Daiwa Securities Group
297
Daiwa Securities Group
Japan
$329K -$805K -18,300 -70%
HCA
298
Harbour Capital Advisors
Virginia
$328K +$347K +7,875 New
Mariner
299
Mariner
Kansas
$326K +$31.4K +714 +10%
HCM
300
HMS Capital Management
Tennessee
$309K -$52.2K -1,186 -14%

WSC Hedge Fund Activity: Q3 2023 in Review

397 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WillScot Mobile Mini Holdings (WSC) for Q3 2023, worth a combined $7.77B — down 16% from $9.22B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of WSC and 44 opened new positions — a net loss of 23 holders — while 150 trimmed existing stakes and 156 added.

The largest buyer was Citadel Advisors, adding an estimated $156M. The largest seller was Fidelity Investments, cutting an estimated $221M.

  • 397 institutional investors held WillScot Mobile Mini Holdings (WSC) as of Q3 2023, down from 422 in Q2 2023.
  • Funds reported $7.77B of WillScot Mobile Mini Holdings stock for Q3 2023, down 16% quarter-over-quarter.
  • 44 funds opened new WillScot Mobile Mini Holdings positions in Q3 2023 and 67 closed out, a net change of -23 holders.
  • The largest WillScot Mobile Mini Holdings buyer in Q3 2023 was Citadel Advisors, an estimated $156M added.
  • The largest WillScot Mobile Mini Holdings seller in Q3 2023 was Fidelity Investments, an estimated $221M sold.

Based on aggregated 13F filings for Q3 2023.