Genie Energy
GNE
68 hedge funds and large institutions have $55.6M invested in Genie Energy in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 20 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 20
4% less capital invested
Capital invested by funds: $58.2M → $55.6M (-$2.6M)
1.84% less ownership
Funds ownership: 30.41% → 28.57% (-1.8%)
11% less funds holding
Funds holding: 76 → 68 (-8)
18% less call options, than puts
Call options by funds: $425K | Put options by funds: $519K
40% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$2.55M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$1.21M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$507K |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$417K |
| 5 |
WG
Winton Group
London,
United Kingdom
|
+$313K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$3.48M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.27M |
| 3 |
BPM
Bowling Portfolio Management
Cincinnati,
Ohio
|
-$968K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$825K |
| 5 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
-$818K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ZCM
76
Zebra Capital Management
Stamford,
Connecticut
| – | -$224K | -30,073 | Closed |
|
77
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$220K | -28,097 | Closed |
|
|
ECM
78
ExodusPoint Capital Management
New York
| – | -$163K | -21,783 | Closed |
|
79
AllianceBernstein
Nashville,
Tennessee
| – | -$113K | -15,100 | Closed |
|
80
Principal Financial Group
Des Moines,
Iowa
| – | -$79K | -10,648 | Closed |
|
|
PP
81
Paloma Partners
Greenwich,
Connecticut
| – | -$79K | -10,535 | Closed |
|
82
Victory Capital Management
San Antonio,
Texas
| – | -$25K | -3,308 | Closed |
|
83
Simplex Trading
Chicago,
Illinois
| – | -$21.2K | -2,711 | Closed |
|
|
PFO
84
Pathstone Family Office
Englewood,
New Jersey
| – | -$5K | -704 | Closed |
|
|
SPIA
85
Steward Partners Investment Advisory
New York
| – | -$2K | -400 | Closed |
|
|
RFM
86
Royal Fund Management
Lady Lake,
Florida
| – | -$2K | -300 | Closed |
|
|
MIM
87
Macroview Investment Management
Bethesda,
Maryland
| – | -$2K | -237 | Closed |
|
|
PA
88
Parallel Advisors
San Francisco,
California
| – | -$1K | -163 | Closed |
|
GNE Hedge Fund Activity: Q4 2019 in Review
68 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Genie Energy (GNE) for Q4 2019, worth a combined $55.6M — down 4.5% from $58.2M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of GNE and 12 opened new positions — a net loss of 8 holders — while 20 trimmed existing stakes and 27 added.
The largest buyer was Millennium Management, adding an estimated $2.55M. The largest seller was DZ Bank, exiting entirely with an estimated $3.48M sold.
- 68 institutional investors held Genie Energy (GNE) as of Q4 2019, down from 76 in Q3 2019.
- Funds reported $55.6M of Genie Energy stock for Q4 2019, down 4.5% quarter-over-quarter.
- 12 funds opened new Genie Energy positions in Q4 2019 and 20 closed out, a net change of -8 holders.
- The largest Genie Energy buyer in Q4 2019 was Millennium Management, an estimated $2.55M added.
- The largest Genie Energy seller in Q4 2019 was DZ Bank, an estimated $3.48M sold.
Based on aggregated 13F filings for Q4 2019.