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WillScot Mobile Mini Holdings

WSC

Market cap $4.93B

403 hedge funds and large institutions have $8.94B invested in WillScot Mobile Mini Holdings in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 102 increasing their positions, 167 reducing their positions, and 44 closing their positions.

New

Increased

Maintained

Reduced

Closed

145% more call options, than puts

Call options by funds: $41.4M | Put options by funds: $16.9M

80% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 44

8% more funds holding

Funds holding: 373 → 403 (+30)

7% more capital invested

Capital invested by funds: $8.35B → $8.94B (+$593M)

1.09% less ownership

Funds ownership: 97.47% → 96.38% (-1.1%)

7% less funds holding in top 10

Funds holding in top 10: 30 → 28 (-2)

39% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 167

Holders

403

Holders Change

+30

Holders Change %

+8.04%

% of All Funds

6.48%

Holding in Top 10

Holding in Top 10 Change

-2

Holding in Top 10 Change %

-6.67%

% of All Funds

0.45%

New

Increased

102

Reduced

167

Closed

Calls

$41.4M

Puts

$16.9M

Net Calls

+$24.5M

Net Calls Change

-$799K

Top Buyers

1	VOYA Investment Management Atlanta, Georgia	+$106M
2	Bessemer Group Woodbridge, New Jersey	+$88M
3	William Blair Investment Management Chicago, Illinois	+$76.2M
4	AIM Artemis Investment Management Edinburgh, United Kingdom	+$49.5M
5	Millennium Management New York	+$43.1M

Top Sellers

1	Franklin Resources San Mateo, California	-$143M
2	Wellington Management Group Boston, Massachusetts	-$79.6M
3	NCA Newbrook Capital Advisors New York	-$54.4M
4	PC PointState Capital New York	-$42M
5	DDC DF Dent & Co Baltimore, Maryland	-$39.2M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1	1 Vanguard Group Malvern, Pennsylvania	$883M	+$2.01M	+44,849	+0.2%
2	2 Fidelity Investments Boston, Massachusetts	$598M	-$15.8M	-352,156	-3%
3	3 BlackRock New York	$588M	-$21.2M	-472,991	-4%
4	4 Wellington Management Group Boston, Massachusetts	$339M	-$79.6M	-1,773,687	-19%
5	5 ClearBridge Investments New York	$265M	-$11.4M	-253,251	-4%
6	6 Invesco Atlanta, Georgia	$247M	-$108K	-2,414	-0%
7	7 Ameriprise Minneapolis, Minnesota	$212M	+$31.3M	+697,790	+17%
8	8 T. Rowe Price Associates Baltimore, Maryland	$194M	+$28.7M	+640,539	+18%
9	9 JP Morgan Chase New York	$185M	-$17.1M	-381,117	-8%
10	10 Capital World Investors Los Angeles, California	$180M	–	–	–
11	AIM 11 Artemis Investment Management Edinburgh, United Kingdom	$158M	+$49.5M	+1,103,108	+46%
12	12 VOYA Investment Management Atlanta, Georgia	$153M	+$106M	+2,372,731	+235%
13	13 State Street Boston, Massachusetts	$144M	-$4.62M	-103,030	-3%
14	14 Morgan Stanley New York	$141M	+$31.1M	+693,437	+28%
15	BBCM 15 Broad Bay Capital Management New York	$137M	-$4.49M	-100,000	-3%
16	16 Geode Capital Management Boston, Massachusetts	$133M	+$973K	+21,680	+0.7%
17	DDC 17 DF Dent & Co Baltimore, Maryland	$121M	-$39.2M	-873,938	-25%
18	18 Loomis, Sayles & Company Boston, Massachusetts	$114M	-$1.45M	-32,372	-1%
19	EC 19 Eminence Capital New York	$113M	-$22.9M	-509,390	-17%
20	20 William Blair Investment Management Chicago, Illinois	$111M	+$76.2M	+1,698,753	+224%
21	21 Jennison Associates New York	$111M	-$18M	-400,229	-14%
22	22 Westfield Capital Management Boston, Massachusetts	$108M	-$14.6M	-324,896	-12%
23	23 Assenagon Asset Management Senningerberg, Luxembourg	$101M	-$1.38M	-30,848	-1%
24	DCM 24 Driehaus Capital Management Chicago, Illinois	$99M	-$13.2M	-294,231	-12%
25	25 Norges Bank Oslo, Norway	$91M	+$917K	+20,438	+1%

WSC Hedge Fund Activity: Q4 2022 in Review

403 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WillScot Mobile Mini Holdings (WSC) for Q4 2022, worth a combined $8.94B — up 7.1% from $8.35B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new WSC positions and 44 closed out — a net gain of 35 holders — while 102 added to existing stakes and 167 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $106M. The largest seller was Franklin Resources, cutting an estimated $143M.

403 institutional investors held WillScot Mobile Mini Holdings (WSC) as of Q4 2022, up from 373 in Q3 2022.
Funds reported $8.94B of WillScot Mobile Mini Holdings stock for Q4 2022, up 7.1% quarter-over-quarter.
79 funds opened new WillScot Mobile Mini Holdings positions in Q4 2022 and 44 closed out, a net change of +35 holders.
The largest WillScot Mobile Mini Holdings buyer in Q4 2022 was VOYA Investment Management, an estimated $106M added.
The largest WillScot Mobile Mini Holdings seller in Q4 2022 was Franklin Resources, an estimated $143M sold.

Based on aggregated 13F filings for Q4 2022.

WillScot Mobile Mini Holdings WSC Market cap $4.93B