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Genie Energy

59 hedge funds and large institutions have $93.8M invested in Genie Energy in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more call options, than puts

Call options by funds: $1.96M | Put options by funds: $206K

68% more capital invested

Capital invested by funds: $55.9M → $93.8M (+$37.9M)

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

0.9% more ownership

Funds ownership: 26.83%27.73% (+0.9%)

8% less funds holding

Funds holding: 6459 (-5)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
59
Holders Change
-5
Holders Change %
-7.81%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
24
Reduced
17
Closed
14
Calls
$1.96M
Puts
$206K
Net Calls
+$1.75M
Net Calls Change
+$3.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$16.5M +$862K +75,654 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.8M +$1.32M +115,410 +12%
Renaissance Technologies
3
Renaissance Technologies
New York
$8.16M -$340K -29,800 -5%
BlackRock
4
BlackRock
New York
$5.48M +$72.5K +6,366 +2%
OWIM
5
Old West Investment Management
California
$5.26M
KBG
6
Kahn Brothers Group
New York
$4.29M -$175K -15,315 -5%
HIM
7
Hillsdale Investment Management
Ontario, Canada
$3.77M -$166K -14,550 -5%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$3.36M -$40.9K -3,589 -1%
Millennium Management
9
Millennium Management
New York
$3.35M +$1.48M +129,642 +115%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.55M +$17.1K +1,502 +0.8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.4M +$2.69K +236 +0.1%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.03M +$400K +35,061 +31%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$1.77M +$288K +25,231 +25%
JGC
14
J. Goldman & Co
New York
$1.74M -$1.33M -116,790 -48%
Jane Street
15
Jane Street
New York
$1.55M +$804K +70,548 +170%
Marshall Wace
16
Marshall Wace
United Kingdom
$1.5M -$626K -54,903 -34%
Charles Schwab
17
Charles Schwab
California
$1.37M -$81.4K -7,142 -7%
State Street
18
State Street
Massachusetts
$1.34M
Goldman Sachs
19
Goldman Sachs
New York
$1.03M +$561K +49,249 +195%
Morgan Stanley
20
Morgan Stanley
New York
$834K -$104K -9,084 -13%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$780K +$642K +56,340 New
HF
22
HRT Financial
New York
$770K +$635K +55,726 New
Citigroup
23
Citigroup
New York
$754K +$37.4K +3,279 +6%
GCP
24
GSA Capital Partners
United Kingdom
$737K +$608K +53,330 New
JP Morgan Chase
25
JP Morgan Chase
New York
$648K +$523K +45,896 +4,482%

GNE Hedge Fund Activity: Q1 2023 in Review

59 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Genie Energy (GNE) for Q1 2023, worth a combined $93.8M — up 68% from $55.9M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of GNE and 9 opened new positions — a net loss of 5 holders — while 17 trimmed existing stakes and 24 added.

The largest buyer was Millennium Management, adding an estimated $1.48M. The largest seller was EAM Investors, exiting entirely with an estimated $1.51M sold.

  • 59 institutional investors held Genie Energy (GNE) as of Q1 2023, down from 64 in Q4 2022.
  • Funds reported $93.8M of Genie Energy stock for Q1 2023, up 68% quarter-over-quarter.
  • 9 funds opened new Genie Energy positions in Q1 2023 and 14 closed out, a net change of -5 holders.
  • The largest Genie Energy buyer in Q1 2023 was Millennium Management, an estimated $1.48M added.
  • The largest Genie Energy seller in Q1 2023 was EAM Investors, an estimated $1.51M sold.

Based on aggregated 13F filings for Q1 2023.