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Genie Energy
GNE

63 hedge funds and large institutions have $45.3M invested in Genie Energy in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

680% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $148K

130% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 10

70% more capital invested

Capital invested by funds: $26.6M → $45.3M (+$18.7M)

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

13% more funds holding

Funds holding: 56 → 63 (+7)

3.66% more ownership

Funds ownership: 17.43% → 21.09% (+3.7%)

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
23
Reduced
10
Closed
12
Calls
$1.16M
Puts
$148K
Net Calls
+$1.01M
Net Calls Change
+$507K

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.06M
2
Barclays
Barclays
United Kingdom
+$1.06M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$828K
4
Millennium Management
Millennium Management
New York
+$776K
5
BCM
Bridgeway Capital Management
Texas
+$670K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$572K
2
AAM
Advisors Asset Management
Colorado
-$348K
3
PI
PEAK6 Investments
Illinois
-$171K
4
Wolverine Trading
Wolverine Trading
Illinois
-$158K
5
HighTower Advisors
HighTower Advisors
Illinois
-$141K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$262K +$41.1K +4,921 +19%
EGM
27
Engineers Gate Manager
New York
$239K +$134K +16,085 +133%
Citigroup
28
Citigroup
New York
$234K +$230K +27,510 New
Invesco
29
Invesco
Georgia
$219K +$215K +25,750 New
NA
30
NewEdge Advisors
Louisiana
$196K +$193K +23,070 New
B
31
Bailard
California
$189K – – –
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$189K +$102K +12,210 +122%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$171K +$164K +19,646 +4,986%
Morgan Stanley
34
Morgan Stanley
New York
$159K -$51.2K -6,130 -25%
BCM
35
BlueCrest Capital Management
Jersey
$151K +$149K +17,790 New
PPA
36
Parametric Portfolio Associates
Washington
$149K -$7.27K -870 -5%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$143K – – –
Bank of America
38
Bank of America
North Carolina
$125K +$46.7K +5,594 +61%
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$114K – – –
GC
40
Guggenheim Capital
Illinois
$100K +$98.7K +11,818 New
State Street
41
State Street
Massachusetts
$92K – – –
State of Tennessee, Department of Treasury
42
State of Tennessee, Department of Treasury
Tennessee
$87K +$85.3K +10,212 New
Wells Fargo
43
Wells Fargo
California
$32K +$8.71K +1,043 +38%
Canada Pension Plan Investment Board
44
Canada Pension Plan Investment Board
Ontario, Canada
$27K +$26.7K +3,200 New
WWM
45
Willingdon Wealth Management
North Carolina
$26K +$25.1K +3,000 New
RA
46
Royce & Associates
New York
$25K +$4.19K +501 +20%
TRCT
47
Tower Research Capital (TRC)
New York
$18K -$7.89K -944 -31%
QT
48
Quantamental Technologies
New York
$16K +$15.9K +1,900 New
CG
49
Cutler Group
California
$13K -$5.01K -600 -27%
JIR
50
James Investment Research
Ohio
$11K +$11.1K +1,330 New
1
2
3

GNE Hedge Fund Activity: Q1 2019 in Review

63 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Genie Energy (GNE) for Q1 2019, worth a combined $45.3M — up 70% from $26.6M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new GNE positions and 12 closed out — a net gain of 7 holders — while 23 added to existing stakes and 10 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.06M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $572K sold.

  • 63 institutional investors held Genie Energy (GNE) as of Q1 2019, up from 56 in Q4 2018.
  • Funds reported $45.3M of Genie Energy stock for Q1 2019, up 70% quarter-over-quarter.
  • 19 funds opened new Genie Energy positions in Q1 2019 and 12 closed out, a net change of +7 holders.
  • The largest Genie Energy buyer in Q1 2019 was Dimensional Fund Advisors, an estimated $1.06M added.
  • The largest Genie Energy seller in Q1 2019 was JP Morgan Chase, an estimated $572K sold.

Based on aggregated 13F filings for Q1 2019.