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Genie Energy

53 hedge funds and large institutions have $23.7M invested in Genie Energy in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $609K | Put options by funds: $266K

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.28% less ownership

Funds ownership: 18.19%17.9% (-0.28%)

7% less funds holding

Funds holding: 5753 (-4)

16% less capital invested

Capital invested by funds: $28.4M → $23.7M (-$4.65M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
53
Holders Change
-4
Holders Change %
-7.02%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
21
Reduced
16
Closed
9
Calls
$609K
Puts
$266K
Net Calls
+$343K
Net Calls Change
+$138K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Atria Investments
North Carolina
$79K +$8.85K +1,375 +11%
PG
27
PEAK6 Group
Illinois
$73K +$2.3K +357 +3%
Goldman Sachs
28
Goldman Sachs
New York
$72K -$6.16K -957 -7%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$68K
GC
30
Guggenheim Capital
Illinois
$63K +$1.2K +187 +2%
Wells Fargo
31
Wells Fargo
California
$49K +$6 +1 +0%
AIG
32
American International Group
New York
$43.9K +$71 +11 +0.1%
BA
33
BlackRock Advisors
Delaware
$41K
PCM
34
Prelude Capital Management
New York
$40K +$5.15K +800 +13%
Morgan Stanley
35
Morgan Stanley
New York
$38K -$70.6K -10,969 -63%
Deutsche Bank
36
Deutsche Bank
Germany
$36K +$322 +50 +0.8%
Group One Trading
37
Group One Trading
Illinois
$26K +$9.01K +1,400 +47%
UBS Group
38
UBS Group
Switzerland
$25K -$18K -2,801 -40%
Walleye Trading
39
Walleye Trading
New York
$22K -$7.72K -1,200 -24%
Bank of America
40
Bank of America
North Carolina
$22K +$10.3K +1,595 +74%
BlackRock
41
BlackRock
New York
$18K
CG
42
Cutler Group
California
$18K +$19.6K +3,051 New
Simplex Trading
43
Simplex Trading
Illinois
$9K -$1.95K -303 -16%
SO
44
STRS Ohio
Ohio
$7K -$17.1K -2,664 -68%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$5.13K +$2.36K +367 +73%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$4K
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$2K +$2.54K +394 New
TRCT
48
Tower Research Capital (TRC)
New York
$1K -$16.2K -2,523 -96%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K -$6.73K -1,046 -89%
MIM
50
Macroview Investment Management
Maryland
$1K +$13 +2 +1%

GNE Hedge Fund Activity: Q3 2016 in Review

53 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Genie Energy (GNE) for Q3 2016, worth a combined $23.7M — down 16% from $28.4M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of GNE and 5 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 21 added.

The largest buyer was Martingale Asset Management, opening a new position worth an estimated $288K. The largest seller was Greenwood Investments, cutting an estimated $742K.

  • 53 institutional investors held Genie Energy (GNE) as of Q3 2016, down from 57 in Q2 2016.
  • Funds reported $23.7M of Genie Energy stock for Q3 2016, down 16% quarter-over-quarter.
  • 5 funds opened new Genie Energy positions in Q3 2016 and 9 closed out, a net change of -4 holders.
  • The largest Genie Energy buyer in Q3 2016 was Martingale Asset Management, an estimated $288K added.
  • The largest Genie Energy seller in Q3 2016 was Greenwood Investments, an estimated $742K sold.

Based on aggregated 13F filings for Q3 2016.