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Genie Energy

77 hedge funds and large institutions have $58.2M invested in Genie Energy in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

4% more funds holding

Funds holding: 7477 (+3)

1.27% more ownership

Funds ownership: 29.14%30.41% (+1.3%)

26% less capital invested

Capital invested by funds: $79.2M → $58.2M (-$21M)

82% less call options, than puts

Call options by funds: $32K | Put options by funds: $178K

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
29
Reduced
24
Closed
10
Calls
$32K
Puts
$178K
Net Calls
-$146K
Net Calls Change
-$213K
Name Holding Trade Value Shares
Change
Change in
Stake
PP
51
Paloma Partners
Connecticut
$79K +$92K +10,535 New
Principal Financial Group
52
Principal Financial Group
Iowa
$79K +$93K +10,648 New
AIG
53
American International Group
New York
$68K -$550 -63 -0.7%
Deutsche Bank
54
Deutsche Bank
Germany
$63K -$190K -21,715 -71%
Citigroup
55
Citigroup
New York
$62K +$39.2K +4,487 +118%
Barclays
56
Barclays
United Kingdom
$60K -$124K -14,152 -64%
RA
57
Royce & Associates
New York
$37K +$22.4K +2,563 +107%
JP Morgan Chase
58
JP Morgan Chase
New York
$35K +$6.68K +765 +19%
Victory Capital Management
59
Victory Capital Management
Texas
$25K +$28.9K +3,308 New
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$22K +$751 +86 +3%
Simplex Trading
61
Simplex Trading
Illinois
$20K -$23.4K -2,677 -50%
Legal & General Group
62
Legal & General Group
United Kingdom
$18K
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$13.6K +$12.2K +1,393 +324%
TRCT
64
Tower Research Capital (TRC)
New York
$11K +$13.7K +1,572 New
JIR
65
James Investment Research
Ohio
$10K
AIP
66
Ameritas Investment Partners
Nebraska
$9K
PAM
67
Panagora Asset Management
Massachusetts
$8K
PFO
68
Pathstone Family Office
New Jersey
$5K
Group One Trading
69
Group One Trading
Illinois
$4K -$108K -12,371 -96%
CG
70
Cutler Group
California
$4K -$40.2K -4,600 -89%
IRC
71
Investors Research Corp
Georgia
$4K
SPIA
72
Steward Partners Investment Advisory
New York
$2K -$873 -100 -20%
MIM
73
Macroview Investment Management
Maryland
$2K +$26 +3 +1%
RFM
74
Royal Fund Management
Florida
$2K +$2.62K +300 New
RWML
75
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.14K +$1.34K +153 New

GNE Hedge Fund Activity: Q3 2019 in Review

77 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Genie Energy (GNE) for Q3 2019, worth a combined $58.2M — down 26% from $79.2M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GNE positions and 10 closed out — a net gain of 3 holders — while 29 added to existing stakes and 24 trimmed.

The largest buyer was AQR Capital Management, opening a new position worth an estimated $2.27M. The largest seller was Bridgeway Capital Management, cutting an estimated $1.67M.

  • 77 institutional investors held Genie Energy (GNE) as of Q3 2019, up from 74 in Q2 2019.
  • Funds reported $58.2M of Genie Energy stock for Q3 2019, down 26% quarter-over-quarter.
  • 13 funds opened new Genie Energy positions in Q3 2019 and 10 closed out, a net change of +3 holders.
  • The largest Genie Energy buyer in Q3 2019 was AQR Capital Management, an estimated $2.27M added.
  • The largest Genie Energy seller in Q3 2019 was Bridgeway Capital Management, an estimated $1.67M sold.

Based on aggregated 13F filings for Q3 2019.