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Genie Energy
GNE

64 hedge funds and large institutions have $55.9M invested in Genie Energy in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

60% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 15

25% more funds holding

Funds holding: 51 → 64 (+13)

0.79% more ownership

Funds ownership: 26.05% → 26.83% (+0.79%)

6% less capital invested

Capital invested by funds: $59.2M → $55.9M (-$3.3M)

88% less call options, than puts

Call options by funds: $184K | Put options by funds: $1.49M

Holders
64
Holders Change
+13
Holders Change %
+25.49%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
24
Reduced
15
Closed
3
Calls
$184K
Puts
$1.49M
Net Calls
-$1.3M
Net Calls Change
-$157K

Top Buyers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
+$1.05M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$989K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$843K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$696K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$569K

Top Sellers

Rank Fund Capital Flow
1
JGC
J. Goldman & Co
New York
-$3.29M
2
EI
EAM Investors
California
-$592K
3
Millennium Management
Millennium Management
New York
-$464K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$373K
5
HIM
Hillsdale Investment Management
Ontario, Canada
-$227K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
51
Wells Fargo
California
$17.2K +$39 +4 +0.2%
NA
52
NewEdge Advisors
Louisiana
$15.9K +$17.3K +1,780 New
FWA
53
Freedom Wealth Alliance
Wisconsin
$15K +$14.1K +1,446 New
Dimensional Fund Advisors
54
Dimensional Fund Advisors
Texas
$11.6K +$569K +58,406 +6%
JP Morgan Chase
55
JP Morgan Chase
New York
$11K +$9.97K +1,024 New
NIC
56
Northwest Investment Counselors
Oregon
$10.3K +$9.74K +1,000 New
USCWA
57
U.S. Capital Wealth Advisors
Texas
$10.3K +$9.74K +1,000 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$7K +$6.66K +684 New
Fidelity Investments
59
Fidelity Investments
Massachusetts
$6.68K – – –
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$6.05K +$5.7K +585 New
IRC
61
Investors Research Corp
Georgia
$4.82K – – –
CAM
62
ClariVest Asset Management
California
$2K -$419 -43 -19%
Deutsche Bank
63
Deutsche Bank
Germany
$1.03K – – –
Federated Hermes
64
Federated Hermes
Pennsylvania
$920 +$866 +89 New
Walleye Capital
65
Walleye Capital
New York
– -$222K -23,718 Closed
Ameriprise
66
Ameriprise
Minnesota
– -$119K -12,803 Closed
EGM
67
Engineers Gate Manager
New York
– -$116K -12,372 Closed
1 2
3

GNE Hedge Fund Activity: Q4 2022 in Review

64 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Genie Energy (GNE) for Q4 2022, worth a combined $55.9M — down 5.6% from $59.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new GNE positions and 3 closed out — a net gain of 13 holders — while 24 added to existing stakes and 15 trimmed.

The largest buyer was Marshall Wace, adding an estimated $1.05M. The largest seller was J. Goldman & Co, cutting an estimated $3.29M.

  • 64 institutional investors held Genie Energy (GNE) as of Q4 2022, up from 51 in Q3 2022.
  • Funds reported $55.9M of Genie Energy stock for Q4 2022, down 5.6% quarter-over-quarter.
  • 16 funds opened new Genie Energy positions in Q4 2022 and 3 closed out, a net change of +13 holders.
  • The largest Genie Energy buyer in Q4 2022 was Marshall Wace, an estimated $1.05M added.
  • The largest Genie Energy seller in Q4 2022 was J. Goldman & Co, an estimated $3.29M sold.

Based on aggregated 13F filings for Q4 2022.