WillScot Mobile Mini Holdings
103 hedge funds and large institutions have $918M invested in WillScot Mobile Mini Holdings in 2018 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 16 reducing their positions, and 10 closing their positions.
270% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 10
144% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 16
100% more funds holding in top 10
Funds holding in top 10: 5 → 10 (+5)
62% more capital invested
Capital invested by funds: $565M → $918M (+$352M)
36% more funds holding
Funds holding: 76 → 103 (+27)
7.82% more ownership
Funds ownership: 45.53% → 53.35% (+7.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$50M |
| 2 |
SAAM
Solus Alternative Asset Management
Summit,
New Jersey
|
+$31.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.9M |
| 4 |
JP Morgan Chase
New York
|
+$24.9M |
| 5 |
KDAM
KLS Diversified Asset Management
New York
|
+$24.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$55.6M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
-$9.27M |
| 3 |
VCM
Venor Capital Management
New York
|
-$5.26M |
| 4 |
KAM
Kavi Asset Management
New York
|
-$4.25M |
| 5 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$3.93M |
WSC Hedge Fund Activity: Q3 2018 in Review
103 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in WillScot Mobile Mini Holdings (WSC) for Q3 2018, worth a combined $918M — up 62% from $565M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new WSC positions and 10 closed out — a net gain of 27 holders — while 39 added to existing stakes and 16 trimmed.
The largest buyer was Wells Fargo, adding an estimated $50M. The largest seller was Alyeska Investment Group, cutting an estimated $55.6M.
- 103 institutional investors held WillScot Mobile Mini Holdings (WSC) as of Q3 2018, up from 76 in Q2 2018.
- Funds reported $918M of WillScot Mobile Mini Holdings stock for Q3 2018, up 62% quarter-over-quarter.
- 37 funds opened new WillScot Mobile Mini Holdings positions in Q3 2018 and 10 closed out, a net change of +27 holders.
- The largest WillScot Mobile Mini Holdings buyer in Q3 2018 was Wells Fargo, an estimated $50M added.
- The largest WillScot Mobile Mini Holdings seller in Q3 2018 was Alyeska Investment Group, an estimated $55.6M sold.
Based on aggregated 13F filings for Q3 2018.