We are live on ! Find out more
GNE icon

Genie Energy
GNE

63 hedge funds and large institutions have $45.9M invested in Genie Energy in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $624K | Put options by funds: $191K

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

2% more funds holding

Funds holding: 62 → 63 (+1)

0.9% less ownership

Funds ownership: 30.14% → 29.24% (-0.9%)

14% less capital invested

Capital invested by funds: $53.5M → $45.9M (-$7.63M)

36% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 25

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
25
Closed
6
Calls
$624K
Puts
$191K
Net Calls
+$433K
Net Calls Change
+$424K

Top Buyers

Rank Fund Capital Flow
1
OWIM
Old West Investment Management
California
+$749K
2
SO
STRS Ohio
Ohio
+$435K
3
Charles Schwab
Charles Schwab
California
+$383K
4
Goldman Sachs
Goldman Sachs
New York
+$332K
5
BlackRock
BlackRock
New York
+$144K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.06M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$512K
3
Millennium Management
Millennium Management
New York
-$364K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$273K
5
State Street
State Street
Massachusetts
-$259K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
51
Ameritas Investment Partners
Nebraska
$8K – – –
Citigroup
52
Citigroup
New York
$6K -$12.9K -1,725 -66%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$5K -$12.5K -1,672 -70%
Canada Life
54
Canada Life
Manitoba, Canada
$5K +$172 +23 +3%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$4K +$5.03K +672 New
Osaic Holdings
56
Osaic Holdings
Arizona
$3K -$14.2K -1,900 -79%
IRC
57
Investors Research Corp
Georgia
$3K – – –
TCWM
58
Total Clarity Wealth Management
Illinois
$3K +$3K +400 New
GWM
59
Geneos Wealth Management
Colorado
$3K +$4.43K +591 New
GWS
60
Glassman Wealth Services
Virginia
$1K – – –
AIG
61
American International Group
New York
$49 +$157 +21 +0.3%
Nisa Investment Advisors
62
Nisa Investment Advisors
Missouri
$20 – – –
Wolverine Trading
63
Wolverine Trading
Illinois
– -$88K -11,958 Closed
PP
64
PDT Partners
New York
– -$84K -11,702 Closed
AllianceBernstein
65
AllianceBernstein
Tennessee
– -$79K -11,000 Closed
LP
66
LMR Partners
United Kingdom
– -$76K -10,548 Closed
Group One Trading
67
Group One Trading
Illinois
– -$6K -889 Closed
PFO
68
Pathstone Family Office
New Jersey
– -$5K -704 Closed
Fidelity Investments
69
Fidelity Investments
Massachusetts
– -$172 -23 -31%
1 2
3

GNE Hedge Fund Activity: Q1 2021 in Review

63 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Genie Energy (GNE) for Q1 2021, worth a combined $45.9M — down 14% from $53.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GNE positions and 6 closed out — a net gain of 2 holders — while 16 added to existing stakes and 25 trimmed.

The largest buyer was Old West Investment Management, adding an estimated $749K. The largest seller was Vanguard Group, cutting an estimated $1.06M.

  • 63 institutional investors held Genie Energy (GNE) as of Q1 2021, up from 62 in Q4 2020.
  • Funds reported $45.9M of Genie Energy stock for Q1 2021, down 14% quarter-over-quarter.
  • 8 funds opened new Genie Energy positions in Q1 2021 and 6 closed out, a net change of +2 holders.
  • The largest Genie Energy buyer in Q1 2021 was Old West Investment Management, an estimated $749K added.
  • The largest Genie Energy seller in Q1 2021 was Vanguard Group, an estimated $1.06M sold.

Based on aggregated 13F filings for Q1 2021.