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Genie Energy

99 hedge funds and large institutions have $142M invested in Genie Energy in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $619K | Put options by funds: $269K

8% more capital invested

Capital invested by funds: $131M → $142M (+$10.7M)

0.29% less ownership

Funds ownership: 34.76%34.47% (-0.29%)

8% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 38

4% less funds holding

Funds holding: 10399 (-4)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
99
Holders Change
-4
Holders Change %
-3.88%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
35
Reduced
38
Closed
15
Calls
$619K
Puts
$269K
Net Calls
+$350K
Net Calls Change
-$697K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$20M +$161K +9,864 +0.8%
BlackRock
2
BlackRock
New York
$19.5M +$1.05M +64,089 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$18.9M +$23.2K +1,421 +0.1%
JGC
4
J. Goldman & Co
New York
$9.57M -$1.36M -83,333 -12%
Renaissance Technologies
5
Renaissance Technologies
New York
$9.27M -$332K -20,300 -3%
State Street
6
State Street
Massachusetts
$8.46M +$196K +11,981 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.84M +$288K +17,613 +4%
KBG
8
Kahn Brothers Group
New York
$4.71M -$28.6K -1,752 -0.6%
AllianceBernstein
9
AllianceBernstein
Tennessee
$3.38M +$13.7K +840 +0.4%
OWIM
10
Old West Investment Management
California
$2.61M
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.18M -$533K -32,601 -20%
Northern Trust
12
Northern Trust
Illinois
$2.08M -$580K -35,492 -22%
AP
13
Americana Partners
Texas
$1.88M +$1.43M +87,625 +314%
N
14
Nuveen
North Carolina
$1.87M +$614K +37,550 +48%
Federated Hermes
15
Federated Hermes
Pennsylvania
$1.54M
Goldman Sachs
16
Goldman Sachs
New York
$1.53M +$323K +19,789 +27%
Cerity Partners
17
Cerity Partners
New York
$1.53M +$836K +51,160 +119%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$1.31M +$17.1K +1,046 +1%
Morgan Stanley
19
Morgan Stanley
New York
$1.29M +$331K +20,232 +34%
AQR Capital Management
20
AQR Capital Management
Connecticut
$1.09M -$153K -9,347 -12%
Jane Street
21
Jane Street
New York
$1.07M +$92.7K +5,671 +9%
Millennium Management
22
Millennium Management
New York
$1.06M -$827K -50,612 -44%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$1.04M -$24K -1,468 -2%
GCP
24
GSA Capital Partners
United Kingdom
$1M +$738K +45,125 +269%
Mackenzie Financial
25
Mackenzie Financial
Ontario, Canada
$974K +$196K +11,992 +25%

GNE Hedge Fund Activity: Q3 2024 in Review

99 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Genie Energy (GNE) for Q3 2024, worth a combined $142M — up 8.2% from $131M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of GNE and 11 opened new positions — a net loss of 4 holders — while 38 trimmed existing stakes and 35 added.

The largest buyer was Americana Partners, adding an estimated $1.43M. The largest seller was J. Goldman & Co, cutting an estimated $1.36M.

  • 99 institutional investors held Genie Energy (GNE) as of Q3 2024, down from 103 in Q2 2024.
  • Funds reported $142M of Genie Energy stock for Q3 2024, up 8.2% quarter-over-quarter.
  • 11 funds opened new Genie Energy positions in Q3 2024 and 15 closed out, a net change of -4 holders.
  • The largest Genie Energy buyer in Q3 2024 was Americana Partners, an estimated $1.43M added.
  • The largest Genie Energy seller in Q3 2024 was J. Goldman & Co, an estimated $1.36M sold.

Based on aggregated 13F filings for Q3 2024.