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Genie Energy

78 hedge funds and large institutions have $116M invested in Genie Energy in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

476% more call options, than puts

Call options by funds: $2.11M | Put options by funds: $366K

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

61% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 18

32% more funds holding

Funds holding: 5978 (+19)

23% more capital invested

Capital invested by funds: $93.8M → $116M (+$21.7M)

5.7% more ownership

Funds ownership: 27.73%33.43% (+5.7%)

Holders
78
Holders Change
+19
Holders Change %
+32.2%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
29
Reduced
18
Closed
10
Calls
$2.11M
Puts
$366K
Net Calls
+$1.74M
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$499K -$582K -39,271 -53%
PAM
27
Panagora Asset Management
Massachusetts
$409K +$429K +28,933 New
WI
28
Wintrust Investments
Illinois
$379K +$397K +26,781 New
GCP
29
GSA Capital Partners
United Kingdom
$349K -$424K -28,639 -54%
B
30
Bailard
California
$322K +$338K +22,800 New
Lazard Asset Management
31
Lazard Asset Management
New York
$294K +$8.55K +577 +3%
UBS Group
32
UBS Group
Switzerland
$294K +$257K +17,359 +508%
Connor, Clark & Lunn Investment Management (CC&L)
33
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$291K +$47K +3,176 +18%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$290K +$304K +20,503 New
KOC
35
Koss-Olinger Consulting
Florida
$281K +$21.5K +1,453 +8%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$279K +$31.3K +2,115 +12%
WG
37
Winton Group
United Kingdom
$245K +$257K +17,344 New
JP Morgan Chase
38
JP Morgan Chase
New York
$217K -$468K -31,590 -67%
Walleye Capital
39
Walleye Capital
New York
$217K +$227K +15,314 New
KAS
40
Kestra Advisory Services
Texas
$216K +$227K +15,300 New
AG
41
Algert Global
California
$215K +$68.4K +4,620 +44%
BCM
42
Bridgeway Capital Management
Texas
$212K
CA
43
Cetera Advisors
Colorado
$209K +$219K +14,774 New
ECM
44
ExodusPoint Capital Management
New York
$192K +$201K +13,568 New
American Century Companies
45
American Century Companies
Missouri
$190K +$199K +13,454 New
DekaBank Deutsche Girozentrale
46
DekaBank Deutsche Girozentrale
Germany
$189K +$201K +13,555 New
Osaic Holdings
47
Osaic Holdings
Arizona
$188K -$61K -4,120 -23%
Grantham, Mayo, Van Otterloo & Co (GMO)
48
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$184K -$82.6K -5,576 -30%
JGC
49
J. Goldman & Co
New York
$176K -$1.68M -113,620 -90%
Bank of America
50
Bank of America
North Carolina
$169K -$421K -28,446 -70%

GNE Hedge Fund Activity: Q2 2023 in Review

78 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Genie Energy (GNE) for Q2 2023, worth a combined $116M — up 23% from $93.8M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new GNE positions and 10 closed out — a net gain of 19 holders — while 29 added to existing stakes and 18 trimmed.

The largest buyer was BlackRock, adding an estimated $13.6M. The largest seller was Millennium Management, exiting entirely with an estimated $3.35M sold.

  • 78 institutional investors held Genie Energy (GNE) as of Q2 2023, up from 59 in Q1 2023.
  • Funds reported $116M of Genie Energy stock for Q2 2023, up 23% quarter-over-quarter.
  • 29 funds opened new Genie Energy positions in Q2 2023 and 10 closed out, a net change of +19 holders.
  • The largest Genie Energy buyer in Q2 2023 was BlackRock, an estimated $13.6M added.
  • The largest Genie Energy seller in Q2 2023 was Millennium Management, an estimated $3.35M sold.

Based on aggregated 13F filings for Q2 2023.