Genie Energy
GNE
56 hedge funds and large institutions have $21.4M invested in Genie Energy in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 6 closing their positions.
54% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 13
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
2% more funds holding
Funds holding: 55 → 56 (+1)
0.36% more ownership
Funds ownership: 20.75% → 21.11% (+0.36%)
32% less capital invested
Capital invested by funds: $31.4M → $21.4M (-$10M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$1.27M |
| 2 |
Millennium Management
New York
|
+$227K |
| 3 |
Morgan Stanley
New York
|
+$218K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$204K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$154K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNA
VNBTrust National Association
Charlottesville,
Virginia
|
-$646K |
| 2 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$412K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$284K |
| 4 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$265K |
| 5 |
Parallax Volatility Advisers
San Francisco,
California
|
-$202K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bank of Montreal
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
|
PA
52
Parallel Advisors
San Francisco,
California
| $1K | – | – | – |
|
|
MIM
53
Macroview Investment Management
Bethesda,
Maryland
| $1K | +$21 | +4 | +2% |
|
|
DCM
54
Delpha Capital Management
New York
| $1K | +$607 | +115 | New |
|
|
VNA
55
VNBTrust National Association
Charlottesville,
Virginia
| – | -$646K | -98,625 | Closed |
|
|
NFA
56
Nationwide Fund Advisors
Columbus,
Ohio
| – | -$412K | -62,925 | Closed |
|
|
MAM
57
Martingale Asset Management
Boston,
Massachusetts
| – | -$265K | -40,413 | Closed |
|
|
PPA
58
Parametric Portfolio Associates
Seattle,
Washington
| – | -$83K | -12,622 | Closed |
|
59
Simplex Trading
Chicago,
Illinois
| – | -$14.5K | -2,747 | Closed |
|
|
TRCT
60
Tower Research Capital (TRC)
New York
| – | -$11K | -1,567 | Closed |
|
61
SEI Investments
Oaks,
Pennsylvania
| – | +$137 | +26 | New |
|
GNE Hedge Fund Activity: Q4 2017 in Review
56 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Genie Energy (GNE) for Q4 2017, worth a combined $21.4M — down 32% from $31.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new GNE positions and 6 closed out — a net gain of 1 holder — while 20 added to existing stakes and 13 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $1.27M. The largest seller was VNBTrust National Association, exiting entirely with an estimated $646K sold.
- 56 institutional investors held Genie Energy (GNE) as of Q4 2017, up from 55 in Q3 2017.
- Funds reported $21.4M of Genie Energy stock for Q4 2017, down 32% quarter-over-quarter.
- 7 funds opened new Genie Energy positions in Q4 2017 and 6 closed out, a net change of +1 holder.
- The largest Genie Energy buyer in Q4 2017 was Bank of New York Mellon, an estimated $1.27M added.
- The largest Genie Energy seller in Q4 2017 was VNBTrust National Association, an estimated $646K sold.
Based on aggregated 13F filings for Q4 2017.