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The GEO Group

223 hedge funds and large institutions have $2.69B invested in The GEO Group in 2014 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

97% more funds holding

Funds holding: 113223 (+110)

95% more capital invested

Capital invested by funds: $1.38B → $2.69B (+$1.31B)

62.88% more ownership

Funds ownership: 80.42%143.29% (+63%)

2% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 43

43% less call options, than puts

Call options by funds: $195K | Put options by funds: $340K

Holders
223
Holders Change
+110
Holders Change %
+97.35%
% of All Funds
6.47%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
121
Increased
42
Reduced
43
Closed
11
Calls
$195K
Puts
$340K
Net Calls
-$145K
Net Calls Change
-$166K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$408M +$8.26M +339,006 +2%
BFA
2
BlackRock Fund Advisors
California
$159M +$152M +6,240,959 New
CS
3
Credit Suisse
Switzerland
$135M -$6.56M -269,527 -5%
EAM
4
Eagle Asset Management
Florida
$120M -$1.06M -43,504 -0.9%
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$116M +$111M +4,560,383 New
BIT
6
BlackRock Institutional Trust
California
$109M +$104M +4,276,167 New
RRAM
7
River Road Asset Management
Kentucky
$104M -$16M -657,714 -14%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$91.7M
Invesco
9
Invesco
Georgia
$80M +$59.8M +2,456,865 +359%
Northern Trust
10
Northern Trust
Illinois
$72.6M +$61.1M +2,508,164 +735%
State Street
11
State Street
Massachusetts
$57.9M +$5.68M +233,088 +11%
Ameriprise
12
Ameriprise
Minnesota
$53.7M +$148K +6,095 +0.3%
Jennison Associates
13
Jennison Associates
New York
$51.9M +$49.6M +2,035,193 New
SAMC
14
Shinko Asset Management Company
Japan
$40.7M +$32.6M +1,339,950 +523%
Bank of America
15
Bank of America
North Carolina
$40.3M +$38.2M +1,569,424 +11,549%
CC
16
Carlson Capital
Texas
$39.3M +$37.6M +1,543,389 New
SG Americas Securities
17
SG Americas Securities
New York
$37.7M +$36M +1,477,733 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$37.1M +$35.5M +1,456,199 New
VOYA Investment Management
19
VOYA Investment Management
Georgia
$31.6M +$30.2M +1,241,222 New
HCM
20
Hodges Capital Management
Texas
$28M +$9.67M +397,107 +56%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$27.1M +$25.9M +1,064,153 New
IG
22
ING Group
Netherlands
$26.8M +$25.6M +1,050,000 New
N
23
Nuveen
North Carolina
$25.4M +$24.2M +994,881 New
U
24
UBS
Switzerland
$25.2M +$5.53M +226,879 +30%
Prudential Financial
25
Prudential Financial
New Jersey
$25M +$23.9M +982,631 New

GEO Hedge Fund Activity: Q3 2014 in Review

223 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in The GEO Group (GEO) for Q3 2014, worth a combined $2.69B — up 95% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new GEO positions and 11 closed out — a net gain of 110 holders — while 42 added to existing stakes and 43 trimmed.

The largest buyer was BlackRock Fund Advisors, opening a new position worth an estimated $152M. The largest seller was Amici Capital, cutting an estimated $26.2M.

  • 223 institutional investors held The GEO Group (GEO) as of Q3 2014, up from 113 in Q2 2014.
  • Funds reported $2.69B of The GEO Group stock for Q3 2014, up 95% quarter-over-quarter.
  • 121 funds opened new The GEO Group positions in Q3 2014 and 11 closed out, a net change of +110 holders.
  • The largest The GEO Group buyer in Q3 2014 was BlackRock Fund Advisors, an estimated $152M added.
  • The largest The GEO Group seller in Q3 2014 was Amici Capital, an estimated $26.2M sold.

Based on aggregated 13F filings for Q3 2014.