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Genie Energy
GNE

57 hedge funds and large institutions have $58.3M invested in Genie Energy in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $51.7M → $58.3M (+$6.66M)

2.96% more ownership

Funds ownership: 29.04% → 32% (+3%)

3% more call options, than puts

Call options by funds: $301K | Put options by funds: $292K

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

8% less funds holding

Funds holding: 62 → 57 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
57
Holders Change
-5
Holders Change %
-8.06%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
21
Reduced
23
Closed
9
Calls
$301K
Puts
$292K
Net Calls
+$9K
Net Calls Change
+$8K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$4.98M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.2M
3
Renaissance Technologies
Renaissance Technologies
New York
+$850K
4
State Street
State Street
Massachusetts
+$679K
5
Wells Fargo
Wells Fargo
California
+$626K

Top Sellers

Rank Fund Capital Flow
1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$934K
2
GCP
GSA Capital Partners
United Kingdom
-$524K
3
BCM
Bridgeway Capital Management
Texas
-$439K
4
BlackRock
BlackRock
New York
-$332K
5
N
Nuveen
North Carolina
-$237K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.8M +$4.98M +635,759 +65%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$8.78M +$101K +12,921 +1%
BlackRock
3
BlackRock
New York
$7.86M -$332K -42,343 -4%
Renaissance Technologies
4
Renaissance Technologies
New York
$5.3M +$850K +108,500 +18%
State Street
5
State Street
Massachusetts
$3.11M +$679K +86,606 +26%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$2.44M -$125K -15,888 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.82M -$745 -95 -0%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$1.77M +$1.2M +153,093 +174%
Grantham, Mayo, Van Otterloo & Co (GMO)
9
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.58M -$205K -26,100 -11%
CTC
10
Chai Trust Company
Illinois
$1.42M – – –
OWIM
11
Old West Investment Management
California
$1.33M – – –
Northern Trust
12
Northern Trust
Illinois
$1.31M -$44K -5,608 -3%
Los Angeles Capital Management
13
Los Angeles Capital Management
California
$1.27M +$568K +72,527 +73%
PPA
14
Parametric Portfolio Associates
Washington
$1.07M -$150K -19,134 -12%
Wells Fargo
15
Wells Fargo
California
$931K +$626K +79,844 +171%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$792K -$27.6K -3,517 -3%
Millennium Management
17
Millennium Management
New York
$761K +$375K +47,802 +86%
N
18
Nuveen
North Carolina
$618K -$237K -30,241 -26%
JP Morgan Chase
19
JP Morgan Chase
New York
$593K +$24.1K +3,072 +4%
LA
20
LVW Advisors
New York
$331K – – –
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$309K -$934K -119,108 -74%
Invesco
22
Invesco
Georgia
$276K +$682 +87 +0.2%
Charles Schwab
23
Charles Schwab
California
$266K +$3.57K +455 +1%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$231K +$246K +31,418 New
Goldman Sachs
25
Goldman Sachs
New York
$198K +$11.6K +1,476 +6%
1
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GNE Hedge Fund Activity: Q2 2020 in Review

57 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Genie Energy (GNE) for Q2 2020, worth a combined $58.3M — up 13% from $51.7M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of GNE and 4 opened new positions — a net loss of 5 holders — while 23 trimmed existing stakes and 21 added.

The largest buyer was Vanguard Group, adding an estimated $4.98M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $934K.

  • 57 institutional investors held Genie Energy (GNE) as of Q2 2020, down from 62 in Q1 2020.
  • Funds reported $58.3M of Genie Energy stock for Q2 2020, up 13% quarter-over-quarter.
  • 4 funds opened new Genie Energy positions in Q2 2020 and 9 closed out, a net change of -5 holders.
  • The largest Genie Energy buyer in Q2 2020 was Vanguard Group, an estimated $4.98M added.
  • The largest Genie Energy seller in Q2 2020 was Jacobs Levy Equity Management, an estimated $934K sold.

Based on aggregated 13F filings for Q2 2020.