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The GEO Group

263 hedge funds and large institutions have $2.71B invested in The GEO Group in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 88 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

97% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $5.74M

8% more funds holding

Funds holding: 243263 (+20)

6% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 88

1.5% less ownership

Funds ownership: 90.12%88.62% (-1.5%)

10% less capital invested

Capital invested by funds: $3B → $2.71B (-$289M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
263
Holders Change
+20
Holders Change %
+8.23%
% of All Funds
6.01%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
40
Increased
93
Reduced
88
Closed
15
Calls
$11.3M
Puts
$5.74M
Net Calls
+$5.57M
Net Calls Change
+$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$439M -$3.04M -119,044 -0.7%
BlackRock
2
BlackRock
New York
$367M +$12.7M +495,380 +4%
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$211M -$4.27M -167,066 -2%
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$132M -$23.1M -904,714 -15%
State Street
5
State Street
Massachusetts
$101M +$446K +17,465 +0.4%
JP Morgan Chase
6
JP Morgan Chase
New York
$93.4M +$18.8M +735,209 +25%
Prudential Financial
7
Prudential Financial
New Jersey
$90.3M -$2.8M -109,684 -3%
AIM
8
Artemis Investment Management
United Kingdom
$84.2M +$6.72M +262,968 +9%
Northern Trust
9
Northern Trust
Illinois
$83.8M -$3.16M -123,629 -4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$77.7M +$8.33M +325,773 +12%
Russell Investments Group
11
Russell Investments Group
United Kingdom
$53M +$10.4M +408,229 +24%
EIP
12
Epoch Investment Partners
New York
$42.6M -$2.48M -97,164 -5%
RRAM
13
River Road Asset Management
Kentucky
$39.6M -$3.17M -123,940 -7%
CGM
14
Capital Growth Management
Massachusetts
$39M +$39.6M +1,550,000 New
CS
15
Credit Suisse
Switzerland
$30.9M +$3.46M +135,424 +12%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$30.7M +$2.07M +81,189 +7%
Charles Schwab
17
Charles Schwab
California
$30.1M +$4.03M +157,782 +15%
DRZID
18
DePrince Race & Zollo Inc (DRZ)
Florida
$29.2M +$29.7M +1,162,151 New
TA
19
Teachers Advisors
New York
$28.3M +$829K +32,453 +3%
Morgan Stanley
20
Morgan Stanley
New York
$25.9M +$7.48M +292,520 +40%
RJA
21
Raymond James & Associates
Florida
$25.8M -$1.29M -50,671 -5%
EAM
22
Eagle Asset Management
Florida
$25.2M -$5.9M -231,058 -19%
SBH
23
Segall Bryant & Hamill
Illinois
$25.1M -$7.72M -302,191 -23%
Ameriprise
24
Ameriprise
Minnesota
$20.7M +$4.21M +164,574 +25%
Invesco
25
Invesco
Georgia
$19.8M +$4.67M +182,877 +30%

GEO Hedge Fund Activity: Q3 2018 in Review

263 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in The GEO Group (GEO) for Q3 2018, worth a combined $2.71B — down 9.6% from $3B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new GEO positions and 15 closed out — a net gain of 25 holders — while 93 added to existing stakes and 88 trimmed.

The largest buyer was Capital Growth Management, opening a new position worth an estimated $39.6M. The largest seller was Cohen & Steers, exiting entirely with an estimated $159M sold.

  • 263 institutional investors held The GEO Group (GEO) as of Q3 2018, up from 243 in Q2 2018.
  • Funds reported $2.71B of The GEO Group stock for Q3 2018, down 9.6% quarter-over-quarter.
  • 40 funds opened new The GEO Group positions in Q3 2018 and 15 closed out, a net change of +25 holders.
  • The largest The GEO Group buyer in Q3 2018 was Capital Growth Management, an estimated $39.6M added.
  • The largest The GEO Group seller in Q3 2018 was Cohen & Steers, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2018.