Genie Energy
GNE
82 hedge funds and large institutions have $122M invested in Genie Energy in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 11 closing their positions.
65% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 20
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
6% more capital invested
Capital invested by funds: $116M → $122M (+$6.74M)
5% more funds holding
Funds holding: 78 → 82 (+4)
6% less call options, than puts
Call options by funds: $62K | Put options by funds: $66K
1.53% less ownership
Funds ownership: 33.43% → 31.9% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.01M |
| 2 |
BlackRock
New York
|
+$849K |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$847K |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$811K |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$651K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$1.68M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$1.46M |
| 3 |
Man Group
London,
United Kingdom
|
-$1.04M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$884K |
| 5 |
OWIM
Old West Investment Management
Los Angeles,
California
|
-$726K |
GNE Hedge Fund Activity: Q3 2023 in Review
82 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Genie Energy (GNE) for Q3 2023, worth a combined $122M — up 5.8% from $116M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new GNE positions and 11 closed out — a net gain of 4 holders — while 33 added to existing stakes and 20 trimmed.
The largest buyer was Invesco, adding an estimated $1.01M. The largest seller was Marshall Wace, exiting entirely with an estimated $1.68M sold.
- 82 institutional investors held Genie Energy (GNE) as of Q3 2023, up from 78 in Q2 2023.
- Funds reported $122M of Genie Energy stock for Q3 2023, up 5.8% quarter-over-quarter.
- 15 funds opened new Genie Energy positions in Q3 2023 and 11 closed out, a net change of +4 holders.
- The largest Genie Energy buyer in Q3 2023 was Invesco, an estimated $1.01M added.
- The largest Genie Energy seller in Q3 2023 was Marshall Wace, an estimated $1.68M sold.
Based on aggregated 13F filings for Q3 2023.