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Genie Energy

104 hedge funds and large institutions have $137M invested in Genie Energy in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $523K

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

7% more funds holding

Funds holding: 97104 (+7)

0.46% more ownership

Funds ownership: 34.78%35.23% (+0.46%)

17% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 35

46% less capital invested

Capital invested by funds: $253M → $137M (-$116M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
104
Holders Change
+7
Holders Change %
+7.22%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
29
Reduced
35
Closed
19
Calls
$1.19M
Puts
$523K
Net Calls
+$670K
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
PD
101
Point72 (DIFC)
United Arab Emirates
$287 +$365 +19 New
Nisa Investment Advisors
102
Nisa Investment Advisors
Missouri
$166 +$211 +11 New
AWM
103
Avior Wealth Management
Nebraska
$60 +$77 +4 New
SWP
104
Significant Wealth Partners
Illinois
-$4.81M -171,079 Closed
GBWM
105
Granite Bay Wealth Management
New Hampshire
-$905K -39,375 Closed
Man Group
106
Man Group
United Kingdom
-$702K -24,944 Closed
EI
107
EAM Investors
California
-$494K -17,558 Closed
GCP
108
GSA Capital Partners
United Kingdom
-$445K -15,823 Closed
Balyasny Asset Management
109
Balyasny Asset Management
Illinois
-$419K -14,888 Closed
DTL
110
Dynamic Technology Lab
Singapore
-$357K -12,691 Closed
KOC
111
Koss-Olinger Consulting
Florida
-$334K -11,888 Closed
Tudor Investment Corp
112
Tudor Investment Corp
Connecticut
-$334K -11,865 Closed
Mirae Asset Global Investments
113
Mirae Asset Global Investments
South Korea
-$292K -10,363 Closed
UBS AM
114
UBS AM
Illinois
-$262K -9,308 Closed
Simplex Trading
115
Simplex Trading
Illinois
-$173K -9,010 Closed
VOYA Investment Management
116
VOYA Investment Management
Georgia
-$237K -8,432 Closed
NA
117
NewEdge Advisors
Louisiana
-$223K -7,925 Closed
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$216K -7,679 Closed
FFO
119
Fortitude Family Office
Arizona
-$5.12K -182 Closed
GI
120
GAMMA Investing
California
-$2.46K -132 Closed
CAM
121
ClariVest Asset Management
California
-$816 -29 Closed
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
-$56 -2 Closed
C
123
Covestor
United Kingdom
+$461 +24 New

GNE Hedge Fund Activity: Q1 2024 in Review

104 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Genie Energy (GNE) for Q1 2024, worth a combined $137M — down 46% from $253M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new GNE positions and 19 closed out — a net gain of 7 holders — while 29 added to existing stakes and 35 trimmed.

The largest buyer was DZ Bank, opening a new position worth an estimated $2.39M. The largest seller was Invesco, cutting an estimated $4.95M.

  • 104 institutional investors held Genie Energy (GNE) as of Q1 2024, up from 97 in Q4 2023.
  • Funds reported $137M of Genie Energy stock for Q1 2024, down 46% quarter-over-quarter.
  • 26 funds opened new Genie Energy positions in Q1 2024 and 19 closed out, a net change of +7 holders.
  • The largest Genie Energy buyer in Q1 2024 was DZ Bank, an estimated $2.39M added.
  • The largest Genie Energy seller in Q1 2024 was Invesco, an estimated $4.95M sold.

Based on aggregated 13F filings for Q1 2024.