WillScot Mobile Mini Holdings
114 hedge funds and large institutions have $1.1B invested in WillScot Mobile Mini Holdings in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 12 closing their positions.
53,594% more call options, than puts
Call options by funds: $19.3M | Put options by funds: $36K
74% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 31
58% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 12
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
32% more capital invested
Capital invested by funds: $836M → $1.1B (+$265M)
6% more funds holding
Funds holding: 108 → 114 (+6)
5.37% more ownership
Funds ownership: 49.37% → 54.74% (+5.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$8.68M |
| 2 |
Two Sigma Investments
New York
|
+$8.25M |
| 3 |
Two Sigma Advisers
New York
|
+$7.41M |
| 4 |
BlackRock
New York
|
+$4.58M |
| 5 |
Morgan Stanley
New York
|
+$4.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CBA
Coastal Bridge Advisors
Westport,
Connecticut
|
-$18.4M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
-$6.43M |
| 3 |
LCM
Lonestar Capital Management
San Francisco,
California
|
-$5.46M |
| 4 |
FPC
Falcon Point Capital
San Francisco,
California
|
-$3.43M |
| 5 |
Goldman Sachs
New York
|
-$2.57M |
WSC Hedge Fund Activity: Q4 2019 in Review
114 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in WillScot Mobile Mini Holdings (WSC) for Q4 2019, worth a combined $1.1B — up 32% from $836M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new WSC positions and 12 closed out — a net gain of 7 holders — while 54 added to existing stakes and 31 trimmed.
The largest buyer was Park West Asset Management, opening a new position worth an estimated $8.68M. The largest seller was Coastal Bridge Advisors, cutting an estimated $18.4M.
- 114 institutional investors held WillScot Mobile Mini Holdings (WSC) as of Q4 2019, up from 108 in Q3 2019.
- Funds reported $1.1B of WillScot Mobile Mini Holdings stock for Q4 2019, up 32% quarter-over-quarter.
- 19 funds opened new WillScot Mobile Mini Holdings positions in Q4 2019 and 12 closed out, a net change of +7 holders.
- The largest WillScot Mobile Mini Holdings buyer in Q4 2019 was Park West Asset Management, an estimated $8.68M added.
- The largest WillScot Mobile Mini Holdings seller in Q4 2019 was Coastal Bridge Advisors, an estimated $18.4M sold.
Based on aggregated 13F filings for Q4 2019.