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Genie Energy
GNE

56 hedge funds and large institutions have $36.4M invested in Genie Energy in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 10

21% more capital invested

Capital invested by funds: $30M → $36.4M (+$6.43M)

2.75% more ownership

Funds ownership: 17.95% → 20.7% (+2.7%)

0% more funds holding

Funds holding: 56 → 56 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

93% less call options, than puts

Call options by funds: $28K | Put options by funds: $386K

Holders
56
Holders Change
–
Holders Change %
0%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
26
Reduced
10
Closed
7
Calls
$28K
Puts
$386K
Net Calls
-$358K
Net Calls Change
-$490K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$761K
2
VNA
VNBTrust National Association
Virginia
+$754K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$560K
4
BlackRock
BlackRock
New York
+$467K
5
UBS Group
UBS Group
Switzerland
+$413K

Top Sellers

Rank Fund Capital Flow
1
TCIM
TIAA CREF Investment Management
New York
-$238K
2
CL
CSS LLC
Illinois
-$177K
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$85K
4
VKH
Virtu KCG Holdings
New York
-$85K
5
Goldman Sachs
Goldman Sachs
New York
-$79K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$169K +$9.94K +1,300 +6%
ATC
27
Argent Trust Co
Tennessee
$168K – – –
PP
28
PDT Partners
New York
$159K +$160K +20,900 New
FMWA
29
Forvis Mazars Wealth Advisors
Missouri
$152K +$153K +20,000 New
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$129K – – –
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$129K +$1.05K +138 +0.8%
EGA
32
Eagle Global Advisors
Texas
$111K +$111K +14,520 New
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$88K -$8 -1 -0%
VOYA Investment Management
34
VOYA Investment Management
Georgia
$83K +$82.8K +10,831 New
PPA
35
Parametric Portfolio Associates
Washington
$82K +$1.39K +182 +2%
AG
36
Advisor Group
Arizona
$73K +$39.1K +5,113 +114%
Wells Fargo
37
Wells Fargo
California
$68K -$8 -1 -0%
AIG
38
American International Group
New York
$64K +$3.27K +428 +5%
Bank of America
39
Bank of America
North Carolina
$47K +$20.9K +2,733 +79%
Group One Trading
40
Group One Trading
Illinois
$32K +$8.41K +1,100 +36%
PAM
41
Panagora Asset Management
Massachusetts
$26K – – –
Legal & General Group
42
Legal & General Group
United Kingdom
$19K – – –
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$10.8K +$10.3K +1,350 +1,957%
CG
44
Cutler Group
California
$8K -$9.76K -1,277 -54%
Creative Planning
45
Creative Planning
Kansas
$8K +$3.82K +500 +88%
WEC
46
Winslow Evans & Crocker
Massachusetts
$7.62K – – –
AIP
47
Ameritas Investment Partners
Nebraska
$7K – – –
Barclays
48
Barclays
United Kingdom
$3K -$38.5K -5,031 -93%
MAM
49
Meeder Asset Management
Ohio
$3K -$680 -89 -20%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$3K – – –
1
2
3

GNE Hedge Fund Activity: Q2 2017 in Review

56 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Genie Energy (GNE) for Q2 2017, worth a combined $36.4M — up 21% from $30M a quarter earlier.

Fund positioning in GNE was balanced in Q2 2017: 7 funds opened new positions, 7 closed out, 26 added to existing stakes and 10 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $761K. The largest seller was TIAA CREF Investment Management, cutting an estimated $238K.

  • 56 institutional investors held Genie Energy (GNE) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $36.4M of Genie Energy stock for Q2 2017, up 21% quarter-over-quarter.
  • 7 funds opened new Genie Energy positions in Q2 2017 and 7 closed out, a net change of 0 holders.
  • The largest Genie Energy buyer in Q2 2017 was JP Morgan Chase, an estimated $761K added.
  • The largest Genie Energy seller in Q2 2017 was TIAA CREF Investment Management, an estimated $238K sold.

Based on aggregated 13F filings for Q2 2017.