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The GEO Group

253 hedge funds and large institutions have $2.27B invested in The GEO Group in 2016 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 108 increasing their positions, 77 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 13

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

100% more call options, than puts

Call options by funds: $3.24M | Put options by funds: $1.62M

40% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 77

11% more funds holding

Funds holding: 227253 (+26)

3% less capital invested

Capital invested by funds: $2.33B → $2.27B (-$63.5M)

3.89% less ownership

Funds ownership: 136.91%133.01% (-3.9%)

Holders
253
Holders Change
+26
Holders Change %
+11.45%
% of All Funds
6.75%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
40
Increased
108
Reduced
77
Closed
13
Calls
$3.24M
Puts
$1.62M
Net Calls
+$1.62M
Net Calls Change
+$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$434M +$18.4M +832,923 +5%
BFA
2
BlackRock Fund Advisors
California
$180M +$5.95M +269,854 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$122M -$77.1M -3,495,012 -39%
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$108M -$10.1M -459,685 -9%
RRAM
5
River Road Asset Management
Kentucky
$85.5M -$13.6M -614,827 -14%
Northern Trust
6
Northern Trust
Illinois
$77.2M +$3.24M +146,976 +5%
BIT
7
BlackRock Institutional Trust
California
$74.3M +$731K +33,144 +1%
EAM
8
Eagle Asset Management
Florida
$57.9M -$2.61M -118,420 -4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$56M +$2.37M +107,283 +5%
State Street
10
State Street
Massachusetts
$52.4M +$121K +5,492 +0.2%
Prudential Financial
11
Prudential Financial
New Jersey
$49.9M -$256K -11,612 -0.5%
Jennison Associates
12
Jennison Associates
New York
$40.3M -$13.2M -600,483 -25%
EIP
13
Epoch Investment Partners
New York
$40.2M +$4.04M +183,069 +12%
Invesco
14
Invesco
Georgia
$33.3M +$1.18M +53,304 +4%
RJA
15
Raymond James & Associates
Florida
$30.2M +$2.19M +99,297 +8%
HCM
16
Hodges Capital Management
Texas
$28.3M -$5.48M -248,265 -17%
DIA
17
Denver Investment Advisors
Colorado
$27.5M +$5.13M +232,393 +24%
Principal Financial Group
18
Principal Financial Group
Iowa
$24.2M +$2.47M +112,044 +12%
Boston Partners
19
Boston Partners
Massachusetts
$24M -$2.95M -133,575 -11%
RCMC
20
RK Capital Management (Colorado)
Colorado
$22.2M +$1.15M +52,200 +6%
Millennium Management
21
Millennium Management
New York
$20.9M +$14.2M +643,429 +234%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$20.7M -$594K -26,918 -3%
UIC
23
Uniplan Investment Counsel
Wisconsin
$20.5M +$530K +24,045 +3%
Ameriprise
24
Ameriprise
Minnesota
$19.4M -$757K -34,299 -4%
Goldman Sachs
25
Goldman Sachs
New York
$19.2M +$6.6M +299,063 +55%

GEO Hedge Fund Activity: Q2 2016 in Review

253 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in The GEO Group (GEO) for Q2 2016, worth a combined $2.27B — down 2.7% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new GEO positions and 13 closed out — a net gain of 27 holders — while 108 added to existing stakes and 77 trimmed.

The largest buyer was Vanguard Group, adding an estimated $18.4M. The largest seller was Fidelity Investments, cutting an estimated $77.1M.

  • 253 institutional investors held The GEO Group (GEO) as of Q2 2016, up from 227 in Q1 2016.
  • Funds reported $2.27B of The GEO Group stock for Q2 2016, down 2.7% quarter-over-quarter.
  • 40 funds opened new The GEO Group positions in Q2 2016 and 13 closed out, a net change of +27 holders.
  • The largest The GEO Group buyer in Q2 2016 was Vanguard Group, an estimated $18.4M added.
  • The largest The GEO Group seller in Q2 2016 was Fidelity Investments, an estimated $77.1M sold.

Based on aggregated 13F filings for Q2 2016.