WillScot Mobile Mini Holdings
103 hedge funds and large institutions have $618M invested in WillScot Mobile Mini Holdings in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 26 reducing their positions, and 22 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 26
11% more capital invested
Capital invested by funds: $557M → $618M (+$60.6M)
7% less funds holding
Funds holding: 111 → 103 (-8)
7.64% less ownership
Funds ownership: 58.89% → 51.25% (-7.6%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
32% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$23.9M |
| 2 |
LCM
Lonestar Capital Management
San Francisco,
California
|
+$9.55M |
| 3 |
JP Morgan Chase
New York
|
+$5.74M |
| 4 |
RCMNY
Rubric Capital Management (New York)
New York
|
+$5.24M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$34.6M |
| 2 |
SAAM
Solus Alternative Asset Management
Summit,
New Jersey
|
-$18.3M |
| 3 |
VCM
Venor Capital Management
New York
|
-$13.3M |
| 4 |
YCMGA
York Capital Management Global Advisors
New York
|
-$9.06M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$8.58M |
WSC Hedge Fund Activity: Q1 2019 in Review
103 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in WillScot Mobile Mini Holdings (WSC) for Q1 2019, worth a combined $618M — up 11% from $557M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of WSC and 15 opened new positions — a net loss of 7 holders — while 26 trimmed existing stakes and 52 added.
The largest buyer was Fidelity Investments, adding an estimated $23.9M. The largest seller was Wellington Management Group, exiting entirely with an estimated $34.6M sold.
- 103 institutional investors held WillScot Mobile Mini Holdings (WSC) as of Q1 2019, down from 111 in Q4 2018.
- Funds reported $618M of WillScot Mobile Mini Holdings stock for Q1 2019, up 11% quarter-over-quarter.
- 15 funds opened new WillScot Mobile Mini Holdings positions in Q1 2019 and 22 closed out, a net change of -7 holders.
- The largest WillScot Mobile Mini Holdings buyer in Q1 2019 was Fidelity Investments, an estimated $23.9M added.
- The largest WillScot Mobile Mini Holdings seller in Q1 2019 was Wellington Management Group, an estimated $34.6M sold.
Based on aggregated 13F filings for Q1 2019.