We are live on ! Find out more
GNE icon

Genie Energy

78 hedge funds and large institutions have $116M invested in Genie Energy in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

476% more call options, than puts

Call options by funds: $2.11M | Put options by funds: $366K

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

61% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 18

32% more funds holding

Funds holding: 5978 (+19)

23% more capital invested

Capital invested by funds: $93.8M → $116M (+$21.7M)

5.7% more ownership

Funds ownership: 27.73%33.43% (+5.7%)

Holders
78
Holders Change
+19
Holders Change %
+32.2%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
29
Reduced
18
Closed
10
Calls
$2.11M
Puts
$366K
Net Calls
+$1.74M
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$18.6M +$13.6M +920,237 +232%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$17.1M +$241K +16,300 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$16.7M +$1.6M +107,968 +10%
Renaissance Technologies
4
Renaissance Technologies
New York
$8.59M +$250K +16,900 +3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.44M +$2.97M +200,299 +109%
State Street
6
State Street
Massachusetts
$4.92M +$3.72M +251,291 +259%
OWIM
7
Old West Investment Management
California
$4.39M -$1.04M -70,028 -18%
KBG
8
Kahn Brothers Group
New York
$4.27M -$126K -8,498 -3%
HIM
9
Hillsdale Investment Management
Ontario, Canada
$3.88M +$26.7K +1,800 +0.7%
Invesco
10
Invesco
Georgia
$3.49M +$3.28M +221,232 +860%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.13M +$699K +47,215 +27%
DZ Bank
12
DZ Bank
Germany
$2.38M +$2.08M +140,294 +498%
Northern Trust
13
Northern Trust
Illinois
$2.37M +$1.92M +129,903 +342%
Charles Schwab
14
Charles Schwab
California
$2.05M +$669K +45,191 +45%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$1.69M -$128K -8,622 -7%
Marshall Wace
16
Marshall Wace
United Kingdom
$1.68M +$148K +9,993 +9%
Man Group
17
Man Group
United Kingdom
$1.01M +$1.06M +71,363 New
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$884K -$2.67M -180,479 -74%
N
19
Nuveen
North Carolina
$823K +$862K +58,213 New
HSBC Holdings
20
HSBC Holdings
United Kingdom
$798K
DA
21
Denali Advisors
California
$773K +$561K +37,900 +226%
BGIM
22
Brandywine Global Investment Management
Pennsylvania
$689K +$722K +48,720 New
Morgan Stanley
23
Morgan Stanley
New York
$616K -$249K -16,824 -28%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$558K +$42.7K +2,884 +8%
Citadel Advisors
25
Citadel Advisors
Florida
$503K +$348K +23,488 +195%

GNE Hedge Fund Activity: Q2 2023 in Review

78 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Genie Energy (GNE) for Q2 2023, worth a combined $116M — up 23% from $93.8M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new GNE positions and 10 closed out — a net gain of 19 holders — while 29 added to existing stakes and 18 trimmed.

The largest buyer was BlackRock, adding an estimated $13.6M. The largest seller was Millennium Management, exiting entirely with an estimated $3.35M sold.

  • 78 institutional investors held Genie Energy (GNE) as of Q2 2023, up from 59 in Q1 2023.
  • Funds reported $116M of Genie Energy stock for Q2 2023, up 23% quarter-over-quarter.
  • 29 funds opened new Genie Energy positions in Q2 2023 and 10 closed out, a net change of +19 holders.
  • The largest Genie Energy buyer in Q2 2023 was BlackRock, an estimated $13.6M added.
  • The largest Genie Energy seller in Q2 2023 was Millennium Management, an estimated $3.35M sold.

Based on aggregated 13F filings for Q2 2023.