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WillScot Mobile Mini Holdings
WSC

425 hedge funds and large institutions have $9.26B invested in WillScot Mobile Mini Holdings in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 151 increasing their positions, 161 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 33

21% more call options, than puts

Call options by funds: $37.6M | Put options by funds: $31M

5% more funds holding

Funds holding: 403 → 425 (+22)

4% more capital invested

Capital invested by funds: $8.94B → $9.26B (+$317M)

0.47% less ownership

Funds ownership: 96.38% → 95.92% (-0.47%)

6% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 161

29% less funds holding in top 10

Funds holding in top 10: 28 → 20 (-8)

Holders
425
Holders Change
+22
Holders Change %
+5.46%
% of All Funds
6.77%
Holding in Top 10
20
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-28.57%
% of All Funds
0.32%
New
61
Increased
151
Reduced
161
Closed
33
Calls
$37.6M
Puts
$31M
Net Calls
+$6.6M
Net Calls Change
-$17.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$277M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$97.3M
3
CAM
Congress Asset Management
Massachusetts
+$96.2M
4
Citadel Advisors
Citadel Advisors
Florida
+$79.9M
5
Macquarie Group
Macquarie Group
Australia
+$42.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$252M
2
AIM
Artemis Investment Management
United Kingdom
-$74.3M
3
RCMNY
Rubric Capital Management (New York)
New York
-$56.1M
4
Franklin Resources
Franklin Resources
California
-$47M
5
Jennison Associates
Jennison Associates
New York
-$43.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
401
TCI Wealth Advisors
Arizona
$4.78K -$96 -2 -2%
IA
402
IFP Advisors
Florida
$4.22K +$9K +187 +140%
ASN
403
Advisory Services Network
Georgia
$4.13K +$963 +20 +29%
SIC
404
SJS Investment Consulting
Ohio
$4.03K +$385 +8 +10%
AF
405
Advisornet Financial
Minnesota
$3.52K +$915 +19 +34%
AF
406
Allworth Financial
California
$3.14K – – –
BWL
407
Bogart Wealth LLC
Virginia
$3.09K +$3.18K +66 New
PTC
408
Private Trust Company
Ohio
$2.81K +$2.89K +60 New
SCA
409
Stonebridge Capital Advisors
Minnesota
$2.67K – – –
DI
410
Disciplined Investments
Oklahoma
$2.58K -$385 -8 -13%
Northwestern Mutual Wealth Management
411
Northwestern Mutual Wealth Management
Wisconsin
$2.53K +$2.6K +54 New
HNB
412
Huntington National Bank
Ohio
$1.92K +$1.97K +41 New
LF
413
Lee Financial
Texas
$1.88K -$241 -5 -11%
SSC
414
Syverson Strege & Co
Iowa
$1.74K +$1.78K +37 New
HGWM
415
Harvest Group Wealth Management
Massachusetts
$1.64K +$1.69K +35 New
Commonwealth Equity Services
416
Commonwealth Equity Services
Massachusetts
$1.3K +$874K +18,148 +189%
FFA
417
Farther Finance Advisors
California
$1.09K -$51.9K -1,079 -98%
CI Investments Inc
418
CI Investments Inc
Ontario, Canada
$1K – – –
GI
419
Gradient Investments
Minnesota
$750 – – –
TWP
420
TFO Wealth Partners
Ohio
$656 +$193 +4 +40%
CFO
421
CVA Family Office
Colorado
$469 – – –
AWM
422
Accel Wealth Management
Iowa
$375 – – –
BWM
423
Baystate Wealth Management
Massachusetts
$328 – – –
TWD
424
True Wealth Design
Ohio
$94 +$96 +2 New
RCMNY
425
Rubric Capital Management (New York)
New York
– -$56.1M -1,241,505 Closed
15 16
17
18 19

WSC Hedge Fund Activity: Q1 2023 in Review

425 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WillScot Mobile Mini Holdings (WSC) for Q1 2023, worth a combined $9.26B — up 3.5% from $8.94B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new WSC positions and 33 closed out — a net gain of 28 holders — while 151 added to existing stakes and 161 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $277M. The largest seller was Wellington Management Group, cutting an estimated $252M.

  • 425 institutional investors held WillScot Mobile Mini Holdings (WSC) as of Q1 2023, up from 403 in Q4 2022.
  • Funds reported $9.26B of WillScot Mobile Mini Holdings stock for Q1 2023, up 3.5% quarter-over-quarter.
  • 61 funds opened new WillScot Mobile Mini Holdings positions in Q1 2023 and 33 closed out, a net change of +28 holders.
  • The largest WillScot Mobile Mini Holdings buyer in Q1 2023 was Fidelity Investments, an estimated $277M added.
  • The largest WillScot Mobile Mini Holdings seller in Q1 2023 was Wellington Management Group, an estimated $252M sold.

Based on aggregated 13F filings for Q1 2023.