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The GEO Group

228 hedge funds and large institutions have $1.81B invested in The GEO Group in 2016 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 88 increasing their positions, 82 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $23.8M | Put options by funds: $18.1M

19.77% more ownership

Funds ownership: 133.01%152.79% (+20%)

7% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 82

10% less funds holding

Funds holding: 253228 (-25)

20% less capital invested

Capital invested by funds: $2.27B → $1.81B (-$462M)

37% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 65

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
228
Holders Change
-25
Holders Change %
-9.88%
% of All Funds
6.08%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
41
Increased
88
Reduced
82
Closed
65
Calls
$23.8M
Puts
$18.1M
Net Calls
+$5.77M
Net Calls Change
+$4.15M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
176
TD Asset Management
Ontario, Canada
$199K -$264K -13,997 -48%
SOAMC
177
Spirit of America Management Corp
New York
$196K +$232K +12,300 New
MRCM
178
M&R Capital Management
New Jersey
$174K -$1.42K -75 -0.7%
SKK
179
Shepherd Kaplan Krochuk
Massachusetts
$166K +$198K +10,500 New
BlackRock
180
BlackRock
New York
$160K -$596K -31,603 -76%
MFS
181
MSI Financial Services
Massachusetts
$158K +$25.7K +1,362 +16%
WP
182
WealthPLAN Partners
Nebraska
$153K -$176K -9,348 -49%
Group One Trading
183
Group One Trading
Illinois
$141K +$168K +8,895 New
Ohio Public Employees Retirement System (OPERS)
184
Ohio Public Employees Retirement System (OPERS)
Ohio
$138K +$17.5K +930 +12%
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$118K -$8.46M -448,390 -98%
Toronto Dominion Bank
186
Toronto Dominion Bank
Ontario, Canada
$117K -$155K -8,195 -53%
IPC
187
Independent Portfolio Consultants
Florida
$103K -$7.21K -382 -6%
Credit Agricole
188
Credit Agricole
France
$93K -$2.83K -150 -3%
BJ
189
BlackRock Japan
Japan
$87K -$6.04K -320 -5%
Barclays
190
Barclays
United Kingdom
$66K +$57.8K +3,063 +272%
Zurich Cantonal Bank
191
Zurich Cantonal Bank
Switzerland
$65K +$7.88K +418 +11%
Daiwa Securities Group
192
Daiwa Securities Group
Japan
$64K
LIA
193
LS Investment Advisors
Michigan
$63K
SAMC
194
Shinko Asset Management Company
Japan
$59K -$5.66K -300 -7%
MMG
195
Monetary Management Group
Missouri
$57K -$42.4K -2,250 -38%
RCM
196
Riverhead Capital Management
Delaware
$55K -$4.29M -227,535 -99%
CF
197
CenterStar Fund
Illinois
$52K
MAM
198
Mizuho Asset Management
Japan
$50K -$94.8K -5,025 -61%
AG
199
Advisor Group
Arizona
$48K -$4.53K -240 -7%
Creative Planning
200
Creative Planning
Kansas
$39K -$97.8K -5,182 -68%

GEO Hedge Fund Activity: Q3 2016 in Review

228 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in The GEO Group (GEO) for Q3 2016, worth a combined $1.81B — down 20% from $2.27B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of GEO and 41 opened new positions — a net loss of 24 holders — while 82 trimmed existing stakes and 88 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $197M. The largest seller was Fidelity Investments, exiting entirely with an estimated $122M sold.

  • 228 institutional investors held The GEO Group (GEO) as of Q3 2016, down from 253 in Q2 2016.
  • Funds reported $1.81B of The GEO Group stock for Q3 2016, down 20% quarter-over-quarter.
  • 41 funds opened new The GEO Group positions in Q3 2016 and 65 closed out, a net change of -24 holders.
  • The largest The GEO Group buyer in Q3 2016 was Barrow, Hanley, Mewhinney & Strauss, an estimated $197M added.
  • The largest The GEO Group seller in Q3 2016 was Fidelity Investments, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2016.