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Genie Energy
GNE

56 hedge funds and large institutions have $21.4M invested in Genie Energy in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 55 → 56 (+1)

0.36% more ownership

Funds ownership: 20.75% → 21.11% (+0.36%)

32% less capital invested

Capital invested by funds: $31.4M → $21.4M (-$10M)

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.27M
2
Millennium Management
Millennium Management
New York
+$227K
3
Morgan Stanley
Morgan Stanley
New York
+$218K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$204K
5
AAM
Advisors Asset Management
Colorado
+$154K

Top Sellers

Rank Fund Capital Flow
1
VNA
VNBTrust National Association
Virginia
-$646K
2
NFA
Nationwide Fund Advisors
Ohio
-$412K
3
UBS Group
UBS Group
Switzerland
-$284K
4
MAM
Martingale Asset Management
Massachusetts
-$265K
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$202K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$4.65M +$21.3K +4,029 +0.4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$3.54M +$204K +38,605 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.58M -$84.8K -16,068 -3%
Renaissance Technologies
4
Renaissance Technologies
New York
$1.78M -$67K -12,700 -3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.62M +$1.27M +240,676 +185%
CTC
6
Chai Trust Company
Illinois
$841K – – –
State Street
7
State Street
Massachusetts
$839K +$67.2K +12,725 +7%
JP Morgan Chase
8
JP Morgan Chase
New York
$821K -$125K -23,697 -11%
Northern Trust
9
Northern Trust
Illinois
$626K -$15.9K -3,016 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$513K +$7.9K +1,496 +1%
BCM
11
Bridgeway Capital Management
Texas
$485K – – –
SO
12
STRS Ohio
Ohio
$329K +$124K +23,400 +45%
Morgan Stanley
13
Morgan Stanley
New York
$303K +$218K +41,351 +147%
AAM
14
Advisors Asset Management
Colorado
$284K +$154K +29,110 +81%
TCIM
15
TIAA CREF Investment Management
New York
$197K +$26.2K +4,960 +12%
Millennium Management
16
Millennium Management
New York
$187K +$227K +42,977 New
Deutsche Bank
17
Deutsche Bank
Germany
$163K +$37.2K +7,055 +23%
Charles Schwab
18
Charles Schwab
California
$133K – – –
SIM
19
Spark Investment Management
New York
$121K -$55.1K -10,446 -27%
SM
20
Salzhauer Michael
$115K -$2.64K -500 -2%
Wells Fargo
21
Wells Fargo
California
$101K +$40.9K +7,740 +51%
TA
22
Teachers Advisors
New York
$100K – – –
California State Teachers Retirement System (CalSTRS)
23
California State Teachers Retirement System (CalSTRS)
California
$97K – – –
ATC
24
Argent Trust Co
Tennessee
$96K – – –
PP
25
PDT Partners
New York
$89K +$3.17K +600 +3%
1
2 3

GNE Hedge Fund Activity: Q4 2017 in Review

56 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Genie Energy (GNE) for Q4 2017, worth a combined $21.4M — down 32% from $31.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GNE positions and 6 closed out — a net gain of 1 holder — while 20 added to existing stakes and 13 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $1.27M. The largest seller was VNBTrust National Association, exiting entirely with an estimated $646K sold.

  • 56 institutional investors held Genie Energy (GNE) as of Q4 2017, up from 55 in Q3 2017.
  • Funds reported $21.4M of Genie Energy stock for Q4 2017, down 32% quarter-over-quarter.
  • 7 funds opened new Genie Energy positions in Q4 2017 and 6 closed out, a net change of +1 holder.
  • The largest Genie Energy buyer in Q4 2017 was Bank of New York Mellon, an estimated $1.27M added.
  • The largest Genie Energy seller in Q4 2017 was VNBTrust National Association, an estimated $646K sold.

Based on aggregated 13F filings for Q4 2017.