WillScot Mobile Mini Holdings
30 hedge funds and large institutions have $380M invested in WillScot Mobile Mini Holdings in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 32 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
7% less capital invested
Capital invested by funds: $407M → $380M (-$27.2M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
40% less funds holding
Funds holding: 50 → 30 (-20)
46.63% less ownership
Funds ownership: 79.3% → 32.67% (-47%)
59% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$57.2M |
| 2 |
JP Morgan Chase
New York
|
+$24.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.6M |
| 4 |
VCM
Venor Capital Management
New York
|
+$12.7M |
| 5 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$9.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTCM
Fir Tree Capital Management
New York
|
-$35.1M |
| 2 |
GCL
Glazer Capital LLC
New York
|
-$27M |
| 3 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$24.8M |
| 4 |
WRBC
W.R. Berkley Corp
Greenwich,
Connecticut
|
-$19.4M |
| 5 |
ACPU
Arrowgrass Capital Partners (US)
Dover,
Delaware
|
-$18.3M |
WSC Hedge Fund Activity: Q4 2017 in Review
30 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in WillScot Mobile Mini Holdings (WSC) for Q4 2017, worth a combined $380M — down 6.7% from $407M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of WSC and 13 opened new positions — a net loss of 19 holders — while 5 trimmed existing stakes and 11 added.
The largest buyer was Wellington Management Group, adding an estimated $57.2M. The largest seller was Fir Tree Capital Management, exiting entirely with an estimated $35.1M sold.
- 30 institutional investors held WillScot Mobile Mini Holdings (WSC) as of Q4 2017, down from 50 in Q3 2017.
- Funds reported $380M of WillScot Mobile Mini Holdings stock for Q4 2017, down 6.7% quarter-over-quarter.
- 13 funds opened new WillScot Mobile Mini Holdings positions in Q4 2017 and 32 closed out, a net change of -19 holders.
- The largest WillScot Mobile Mini Holdings buyer in Q4 2017 was Wellington Management Group, an estimated $57.2M added.
- The largest WillScot Mobile Mini Holdings seller in Q4 2017 was Fir Tree Capital Management, an estimated $35.1M sold.
Based on aggregated 13F filings for Q4 2017.