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WillScot Mobile Mini Holdings
WSC

263 hedge funds and large institutions have $5.2B invested in WillScot Mobile Mini Holdings in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 88 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $4.5M

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

36% more funds holding in top 10

Funds holding in top 10: 14 → 19 (+5)

30% more capital invested

Capital invested by funds: $4.01B → $5.2B (+$1.19B)

13% more funds holding

Funds holding: 233 → 263 (+30)

6.77% more ownership

Funds ownership: 75.97% → 82.74% (+6.8%)

4% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 92

Holders
263
Holders Change
+30
Holders Change %
+12.88%
% of All Funds
4.62%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.33%
New
60
Increased
88
Reduced
92
Closed
28
Calls
$14.6M
Puts
$4.5M
Net Calls
+$10.1M
Net Calls Change
-$6.51M

Top Buyers

1
PC
PointState Capital
New York
+$56.5M
2
EC
Eminence Capital
New York
+$54.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$53.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$50.4M
5
BlackRock
BlackRock
New York
+$39.3M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$50M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$25.8M
3
GKIM
GW&K Investment Management
Massachusetts
-$23.5M
4
VNIM
Vaughan Nelson Investment Management
Texas
-$20.1M
5
PIP
Permian Investment Partners
Texas
-$18.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$457M +$53.7M +2,043,449 +14%
BlackRock
2
BlackRock
New York
$400M +$39.3M +1,495,088 +12%
EC
3
Eminence Capital
New York
$274M +$54.5M +2,075,840 +27%
JP Morgan Chase
4
JP Morgan Chase
New York
$260M +$2.36M +89,991 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$213M -$17.7M -672,918 -8%
PIP
6
Permian Investment Partners
Texas
$125M -$18.5M -704,097 -14%
Capital World Investors
7
Capital World Investors
California
$118M +$10.9M +415,240 +11%
Franklin Resources
8
Franklin Resources
California
$117M +$24.7M +940,210 +29%
BBCM
9
Broad Bay Capital Management
New York
$111M -$12.3M -469,000 -10%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$101M -$9.19M -349,995 -9%
Ameriprise
11
Ameriprise
Minnesota
$97.6M +$14.5M +551,954 +19%
Jennison Associates
12
Jennison Associates
New York
$93.4M -$8.01M -304,913 -8%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$91.5M -$25.8M -983,685 -23%
State Street
14
State Street
Massachusetts
$90.8M +$2.27M +86,526 +3%
ClearBridge Investments
15
ClearBridge Investments
New York
$86.9M +$12.3M +467,561 +18%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$84.3M +$11.1M +424,295 +16%
Macquarie Group
17
Macquarie Group
Australia
$80.7M -$2.49M -94,707 -3%
Goldman Sachs
18
Goldman Sachs
New York
$78.8M +$13.1M +497,090 +21%
RP
19
Riverbridge Partners
Minnesota
$78M -$6.05M -230,316 -8%
RCMNY
20
Rubric Capital Management (New York)
New York
$76.5M -$9.96M -379,373 -12%
SAM
21
Silvercrest Asset Management
New York
$70.8M -$8.2M -312,310 -11%
Norges Bank
22
Norges Bank
Norway
$66.1M +$13.7M +522,976 +28%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$62.5M +$3.3M +125,581 +6%
Northern Trust
24
Northern Trust
Illinois
$61.4M -$473K -18,015 -0.8%
PC
25
PointState Capital
New York
$59.7M +$56.5M +2,150,301 New
1
2 3 4 5

WSC Hedge Fund Activity: Q1 2021 in Review

263 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WillScot Mobile Mini Holdings (WSC) for Q1 2021, worth a combined $5.2B — up 30% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new WSC positions and 28 closed out — a net gain of 32 holders — while 88 added to existing stakes and 92 trimmed.

The largest buyer was PointState Capital, opening a new position worth an estimated $56.5M. The largest seller was Neuberger Berman Group, cutting an estimated $50M.

  • 263 institutional investors held WillScot Mobile Mini Holdings (WSC) as of Q1 2021, up from 233 in Q4 2020.
  • Funds reported $5.2B of WillScot Mobile Mini Holdings stock for Q1 2021, up 30% quarter-over-quarter.
  • 60 funds opened new WillScot Mobile Mini Holdings positions in Q1 2021 and 28 closed out, a net change of +32 holders.
  • The largest WillScot Mobile Mini Holdings buyer in Q1 2021 was PointState Capital, an estimated $56.5M added.
  • The largest WillScot Mobile Mini Holdings seller in Q1 2021 was Neuberger Berman Group, an estimated $50M sold.

Based on aggregated 13F filings for Q1 2021.