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The GEO Group

200 hedge funds and large institutions have $736M invested in The GEO Group in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 70 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

6% more capital invested

Capital invested by funds: $692M → $736M (+$43.7M)

0.92% more ownership

Funds ownership: 79.52%80.44% (+0.92%)

1% more funds holding

Funds holding: 199200 (+1)

7% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 70

19% less call options, than puts

Call options by funds: $20.3M | Put options by funds: $25.1M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
200
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
31
Increased
65
Reduced
70
Closed
28
Calls
$20.3M
Puts
$25.1M
Net Calls
-$4.82M
Net Calls Change
+$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$159M +$864K +117,558 +0.6%
BlackRock
2
BlackRock
New York
$135M +$1.36M +184,907 +1%
State Street
3
State Street
Massachusetts
$34M +$290K +39,411 +0.9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$26.8M +$10.1M +1,378,118 +62%
Charles Schwab
5
Charles Schwab
California
$24M +$2.38M +323,427 +11%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$21.2M +$2.27M +309,471 +12%
MCM
7
Mason Capital Management
New York
$19.1M +$4.08M +555,748 +28%
Two Sigma Investments
8
Two Sigma Investments
New York
$18.5M +$6.2M +843,569 +52%
Jacobs Levy Equity Management
9
Jacobs Levy Equity Management
New Jersey
$17.2M -$603K -82,006 -3%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$16.6M +$6.15M +836,700 +61%
IECM
11
Intrinsic Edge Capital Management
Illinois
$13.7M +$3.22M +438,039 +31%
Principal Financial Group
12
Principal Financial Group
Iowa
$12.4M -$180K -24,491 -1%
JP Morgan Chase
13
JP Morgan Chase
New York
$12M -$1.29M -175,969 -10%
Voloridge Investment Management
14
Voloridge Investment Management
Florida
$11.9M +$896K +121,937 +8%
Morgan Stanley
15
Morgan Stanley
New York
$11.7M -$4.35M -591,418 -27%
RGREA
16
Ranger Global Real Estate Advisors
Colorado
$11.4M -$712K -96,816 -6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$11M +$328K +44,659 +3%
Northern Trust
18
Northern Trust
Illinois
$10.9M -$423K -57,605 -4%
Prudential Financial
19
Prudential Financial
New Jersey
$9.88M -$1.71M -232,060 -15%
SAM
20
Scion Asset Management
California
$8.66M -$9.86M -1,341,180 -54%
Grantham, Mayo, Van Otterloo & Co (GMO)
21
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.96M +$541K +73,600 +7%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$6.37M +$3.92M +533,344 +167%
Pacer Advisors
23
Pacer Advisors
Pennsylvania
$6.01M -$181K -24,671 -3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$5.63M -$1.48M -201,892 -21%
Invesco
25
Invesco
Georgia
$5.62M -$1.44M -196,308 -21%

GEO Hedge Fund Activity: Q3 2021 in Review

200 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in The GEO Group (GEO) for Q3 2021, worth a combined $736M — up 6.3% from $692M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new GEO positions and 28 closed out — a net gain of 3 holders — while 65 added to existing stakes and 70 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $10.1M. The largest seller was TFG Asset Management, exiting entirely with an estimated $10.3M sold.

  • 200 institutional investors held The GEO Group (GEO) as of Q3 2021, up from 199 in Q2 2021.
  • Funds reported $736M of The GEO Group stock for Q3 2021, up 6.3% quarter-over-quarter.
  • 31 funds opened new The GEO Group positions in Q3 2021 and 28 closed out, a net change of +3 holders.
  • The largest The GEO Group buyer in Q3 2021 was Fidelity Investments, an estimated $10.1M added.
  • The largest The GEO Group seller in Q3 2021 was TFG Asset Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q3 2021.