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The GEO Group

204 hedge funds and large institutions have $2.16B invested in The GEO Group in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 90 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 199204 (+5)

1% less capital invested

Capital invested by funds: $2.19B → $2.16B (-$30.9M)

2.53% less ownership

Funds ownership: 141.54%139% (-2.5%)

13% less call options, than puts

Call options by funds: $547K | Put options by funds: $629K

22% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 90

Holders
204
Holders Change
+5
Holders Change %
+2.51%
% of All Funds
5.89%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
22
Increased
70
Reduced
90
Closed
16
Calls
$547K
Puts
$629K
Net Calls
-$82K
Net Calls Change
-$107K
Name Holding Trade Value Shares
Change
Change in
Stake
RCAMU
51
Rothschild & Co Asset Management US
Connecticut
$7.04M +$115K +5,337 +2%
AAMU
52
Amundi Asset Management US
Massachusetts
$6.94M +$6.99M +323,007 New
AQR Capital Management
53
AQR Capital Management
Connecticut
$6.79M -$2.18M -100,539 -24%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$6.62M +$402K +18,600 +6%
KCM
55
KeyPoint Capital Management
Texas
$6.53M +$6.57M +303,909 New
Barclays
56
Barclays
United Kingdom
$6.43M -$442K -20,409 -6%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$6.34M +$256K +11,850 +4%
MAA
58
Managed Account Advisors
New Jersey
$6.04M -$42.4K -1,962 -0.7%
LI
59
LMCG Investments
Massachusetts
$5.91M -$453K -20,918 -7%
Citigroup
60
Citigroup
New York
$5.86M -$3.88M -179,322 -40%
TIAAOA
61
Teachers Insurance & Annuity Association of America
New York
$5.42M -$32.1K -1,485 -0.6%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$5.12M -$97.4K -4,500 -2%
SO
63
STRS Ohio
Ohio
$4.89M -$58.4K -2,700 -1%
NA
64
NS Advisors
Connecticut
$4.81M
Public Sector Pension Investment Board (PSP Investments)
65
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.69M -$970K -44,850 -17%
AllianceBernstein
66
AllianceBernstein
Tennessee
$4.68M -$19.4M -895,090 -80%
AAM
67
Aston Asset Management
Illinois
$4.67M +$258K +11,932 +6%
RFC
68
Russell Frank Company
Washington
$4.46M +$2.72M +125,847 +154%
RAM
69
Roanoke Asset Management
New Jersey
$4.38M -$74.6K -3,450 -2%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$4.2M +$22.7K +1,050 +0.5%
ESCM
71
Echo Street Capital Management
New York
$4.12M +$4.14M +191,475 New
Wells Fargo
72
Wells Fargo
California
$3.88M -$18.6M -861,181 -83%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$3.78M -$118K -5,457 -3%
CCMH
74
Cornerstone Capital Management Holdings
New York
$3.69M -$23.4K -1,082 -0.6%
ProShare Advisors
75
ProShare Advisors
Maryland
$3.61M +$2.05M +94,981 +130%

GEO Hedge Fund Activity: Q1 2014 in Review

204 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in The GEO Group (GEO) for Q1 2014, worth a combined $2.16B — down 1.4% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new GEO positions and 16 closed out — a net gain of 6 holders — while 70 added to existing stakes and 90 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $16.7M. The largest seller was Scopia Capital Management, cutting an estimated $52.3M.

  • 204 institutional investors held The GEO Group (GEO) as of Q1 2014, up from 199 in Q4 2013.
  • Funds reported $2.16B of The GEO Group stock for Q1 2014, down 1.4% quarter-over-quarter.
  • 22 funds opened new The GEO Group positions in Q1 2014 and 16 closed out, a net change of +6 holders.
  • The largest The GEO Group buyer in Q1 2014 was Hotchkis & Wiley Capital Management, an estimated $16.7M added.
  • The largest The GEO Group seller in Q1 2014 was Scopia Capital Management, an estimated $52.3M sold.

Based on aggregated 13F filings for Q1 2014.