undamentalytics Newsletter

Gates Industrial Corp Ltd.: which funds bought and sold

Institutions that bought and sold Gates Industrial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 23 institutions that filed 13F reports for both quarters added to or opened positions in Gates Industrial, and 0 cut or closed them. Together they added a net 9.5M shares, — on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 7.8M shares; index fund managers held the same number of shares overall. 23 opened a new position and 0 sold out entirely.

Bought, Q2 2026 23 institutions, 23 of them new holders Sold, Q2 2026 0 institutions, 0 of them sold out
Net change, all compared +9.5M shares (—)
Net change, active managers +7.8M shares (—), 2 bought, 0 sold

Buyers versus sellers

institutions compared, 23
Active managers and hedge funds 2 bought · 0 sold · +7.8M
Index fund managers 0 bought · 0 sold · 0
Other institutions 21 bought · 0 sold · +1.7M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Fiduciary Management Inc Active manager +6.2M New position 6.2M $173M
Kennedy Capital Management LLC Active manager +1.6M New position 1.6M $45.7M
Cramer Rosenthal Mcglynn LLC +1.6M New position 1.6M $44.7M
Morganrosel Wealth Management, LLC +19K New position 19K $529,192
Ensign Peak Advisors, Inc +14K New position 14K $398,740
Syon Capital LLC +13K New position 13K $369,763
Certuity, LLC +9,631 New position 9,631 $269,379
Quent Capital, LLC +9,354 New position 9,354 $261,631
Great Lakes Advisors, LLC +8,699 New position 8,699 $243,311
Fourthought Financial Partners, LLC +7,197 New position 7,197 $201,300
Parallel Advisors, LLC +4,280 New position 4,280 $119,712
Bare Financial Services, Inc +744 New position 744 $20,809
Atlas Capital Advisors Inc. +654 New position 654 $18,292
Eversource Wealth Advisors, LLC +574 New position 574 $16,055
Harbour Investments, Inc. +542 New position 542 $15,160
Ima Advisory Services, Inc. +245 New position 245 $6,853
High Note Wealth, LLC +199 New position 199 $5,566
Rothschild Investment LLC +198 New position 198 $5,538
Essential Partners LLC +134 New position 134 $3,748
Creative Capital Management Investments LLC +90 New position 90 $2,517

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
No institution cut its holding.

New positions

largest by value
InstitutionSharesValue June 30, 2026
Fiduciary Management IncActive manager 6.2M $173M
Kennedy Capital Management LLCActive manager 1.6M $45.7M
Cramer Rosenthal Mcglynn LLC 1.6M $44.7M
Morganrosel Wealth Management, LLC 19K $529,192
Ensign Peak Advisors, Inc 14K $398,740
Syon Capital LLC 13K $369,763
Certuity, LLC 9,631 $269,379
Quent Capital, LLC 9,354 $261,631
Great Lakes Advisors, LLC 8,699 $243,311
Fourthought Financial Partners, LLC 7,197 $201,300

Sold out

largest by value
InstitutionSharesValue March 31, 2026
No institution sold its whole holding.

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
23
Ten largest holders
99.9%
of 13F-reported shares
Index fund managers
0.0%
of 13F-reported shares
Active managers and hedge funds
82.3%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 2 0 2 0 +7.8M —
Index fund managers 0 0 0 0 0 —
Other institutions 21 0 21 0 +1.7M —

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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