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The GEO Group

255 hedge funds and large institutions have $2.73B invested in The GEO Group in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 97 increasing their positions, 73 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 32

48% more call options, than puts

Call options by funds: $4.61M | Put options by funds: $3.11M

33% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 73

8% more funds holding

Funds holding: 237255 (+18)

1.49% less ownership

Funds ownership: 95.81%94.32% (-1.5%)

14% less capital invested

Capital invested by funds: $3.2B → $2.73B (-$460M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
255
Holders Change
+18
Holders Change %
+7.59%
% of All Funds
5.78%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
51
Increased
97
Reduced
73
Closed
32
Calls
$4.61M
Puts
$3.11M
Net Calls
+$1.5M
Net Calls Change
-$515K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$502M -$37.4M -1,472,483 -6%
BlackRock
2
BlackRock
New York
$332M +$4.53M +178,054 +1%
Cohen & Steers
3
Cohen & Steers
New York
$273M +$4.34M +170,701 +1%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$163M -$31.6M -1,244,992 -15%
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$101M -$1.3M -51,321 -1%
State Street
6
State Street
Massachusetts
$95.8M +$1.98M +77,758 +2%
Prudential Financial
7
Prudential Financial
New Jersey
$87M +$5.85M +230,259 +7%
Northern Trust
8
Northern Trust
Illinois
$79.5M -$1.77M -69,646 -2%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$74.1M +$18.5M +725,909 +30%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$63.1M -$6.9M -271,594 -9%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$61.6M -$3.66M -144,022 -5%
JP Morgan Chase
12
JP Morgan Chase
New York
$45.9M -$3.11M -122,328 -6%
RRAM
13
River Road Asset Management
Kentucky
$45.5M +$18.4M +721,954 +60%
EAM
14
Eagle Asset Management
Florida
$38.7M -$534K -21,014 -1%
EIP
15
Epoch Investment Partners
New York
$33.3M +$11.3M +445,323 +46%
VNIM
16
Vaughan Nelson Investment Management
Texas
$31M +$1.62M +63,800 +5%
CS
17
Credit Suisse
Switzerland
$30.5M +$5.98M +235,251 +22%
RJA
18
Raymond James & Associates
Florida
$28.6M +$9.71M +382,044 +46%
PFMOSF
19
Philadelphia Financial Management of San Francisco
California
$26.8M +$4.14M +162,775 +17%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$25M +$310K +12,202 +1%
Morgan Stanley
21
Morgan Stanley
New York
$24.5M +$9.6M +377,534 +57%
CIMLRA
22
CBRE Investment Management Listed Real Assets
Pennsylvania
$24.3M +$2.94M +115,826 +13%
DIA
23
Denver Investment Advisors
Colorado
$22.6M +$1.84M +72,521 +8%
B
24
Barings
North Carolina
$22.1M +$80.1K +3,150 +0.3%
Charles Schwab
25
Charles Schwab
California
$20.6M +$1.21M +47,538 +6%

GEO Hedge Fund Activity: Q4 2017 in Review

255 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in The GEO Group (GEO) for Q4 2017, worth a combined $2.73B — down 14% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new GEO positions and 32 closed out — a net gain of 19 holders — while 97 added to existing stakes and 73 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $18.5M. The largest seller was Artemis Investment Management, cutting an estimated $74.8M.

  • 255 institutional investors held The GEO Group (GEO) as of Q4 2017, up from 237 in Q3 2017.
  • Funds reported $2.73B of The GEO Group stock for Q4 2017, down 14% quarter-over-quarter.
  • 51 funds opened new The GEO Group positions in Q4 2017 and 32 closed out, a net change of +19 holders.
  • The largest The GEO Group buyer in Q4 2017 was Hotchkis & Wiley Capital Management, an estimated $18.5M added.
  • The largest The GEO Group seller in Q4 2017 was Artemis Investment Management, an estimated $74.8M sold.

Based on aggregated 13F filings for Q4 2017.