Genie Energy
GNE
55 hedge funds and large institutions have $25M invested in Genie Energy in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
6% more capital invested
Capital invested by funds: $23.7M → $25M (+$1.31M)
4% more funds holding
Funds holding: 53 → 55 (+2)
0.98% more ownership
Funds ownership: 17.9% → 18.88% (+0.98%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
15% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$371K |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$362K |
| 3 |
Morgan Stanley
New York
|
+$200K |
| 4 |
JP Morgan Chase
New York
|
+$180K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$111K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Greenwood Investments
Boston,
Massachusetts
|
-$431K |
| 2 |
Bank of New York Mellon
New York
|
-$236K |
| 3 |
EGA
Eagle Global Advisors
Houston,
Texas
|
-$188K |
| 4 |
CCMH
Cornerstone Capital Management Holdings
New York
|
-$146K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$79K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $1K | – | – | – |
|
|
MIM
52
Macroview Investment Management
Bethesda,
Maryland
| $1K | +$12 | +2 | +1% |
|
53
Barclays
London,
United Kingdom
| $1K | +$897 | +155 | +191% |
|
|
EGA
54
Eagle Global Advisors
Houston,
Texas
| – | -$188K | -31,940 | Closed |
|
|
AI
55
Atria Investments
Charlotte,
North Carolina
| – | -$79K | -13,443 | Closed |
|
|
PG
56
PEAK6 Group
Chicago,
Illinois
| – | -$73K | -12,334 | Closed |
|
57
Walleye Trading
New York
| – | -$22K | -3,700 | Closed |
|
|
SO
58
STRS Ohio
Columbus,
Ohio
| – | -$7K | -1,236 | Closed |
|
59
Acadian Asset Management
Boston,
Massachusetts
| – | +$23 | +4 | New |
|
GNE Hedge Fund Activity: Q4 2016 in Review
55 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Genie Energy (GNE) for Q4 2016, worth a combined $25M — up 5.5% from $23.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new GNE positions and 5 closed out — a net gain of 2 holders — while 17 added to existing stakes and 20 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $371K. The largest seller was Greenwood Investments, cutting an estimated $431K.
- 55 institutional investors held Genie Energy (GNE) as of Q4 2016, up from 53 in Q3 2016.
- Funds reported $25M of Genie Energy stock for Q4 2016, up 5.5% quarter-over-quarter.
- 7 funds opened new Genie Energy positions in Q4 2016 and 5 closed out, a net change of +2 holders.
- The largest Genie Energy buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $371K added.
- The largest Genie Energy seller in Q4 2016 was Greenwood Investments, an estimated $431K sold.
Based on aggregated 13F filings for Q4 2016.