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Generac Holdings

286 hedge funds and large institutions have $3.37B invested in Generac Holdings in 2018 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 84 increasing their positions, 102 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 20

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18% more funds holding

Funds holding: 243286 (+43)

6% more capital invested

Capital invested by funds: $3.18B → $3.37B (+$186M)

2.96% less ownership

Funds ownership: 99.37%96.41% (-3%)

18% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 102

28% less call options, than puts

Call options by funds: $7.71M | Put options by funds: $10.7M

Holders
286
Holders Change
+43
Holders Change %
+17.7%
% of All Funds
6.54%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
66
Increased
84
Reduced
102
Closed
20
Calls
$7.71M
Puts
$10.7M
Net Calls
-$3M
Net Calls Change
-$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
251
Stratos Wealth Partners
Ohio
$79K +$76.9K +1,403 New
JA
252
JOYN Advisors
Georgia
$63K -$5.48K -100 -8%
HNB
253
Huntington National Bank
Ohio
$60K +$58.2K +1,062 New
ZB
254
Zions Bancorporation
Utah
$60K +$58.2K +1,062 New
OWA
255
One Wealth Advisors
California
$53K +$51.1K +933 New
Simplex Trading
256
Simplex Trading
Illinois
$53K +$52.3K +955 New
ClearBridge Investments
257
ClearBridge Investments
New York
$51K -$164 -3 -0.3%
FHB
258
First Hawaiian Bank
Hawaii
$46K +$44.8K +818 New
CAG
259
Csenge Advisory Group
Florida
$38K +$37.9K +692 New
AIL
260
AGF Investments LLC
Ontario, Canada
$36K -$21.9K -399 -38%
VFA
261
Valeo Financial Advisors
Indiana
$36K
RA
262
Royce & Associates
New York
$36K +$10.7K +195 +43%
Macquarie Group
263
Macquarie Group
Australia
$34K -$43.8K -800 -57%
WAM
264
Wealthspire Advisors (Maryland)
Maryland
$34K
CFGS
265
Concourse Financial Group Securities
Alabama
$30K +$28.8K +525 New
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$28K
PCM
267
Prelude Capital Management
New York
$17K +$16.1K +294 New
WC
268
Whitney & Co
New York
$17K +$17.3K +315 New
AIM
269
Anchor Investment Management
South Carolina
$16.9K
FHA
270
Flagship Harbor Advisors
Massachusetts
$15K +$11.8K +216 +432%
CAPTRUST Financial Advisors
271
CAPTRUST Financial Advisors
North Carolina
$13K +$12.3K +224 New
FANJ
272
Financial Architects (New Jersey)
New Jersey
$11K
NFG
273
Next Financial Group
Texas
$10K +$9.59K +175 New
FMP
274
Financial Management Professionals
Texas
$10K +$9.92K +181 New
PA
275
Parallel Advisors
California
$9K

GNRC Hedge Fund Activity: Q3 2018 in Review

286 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Generac Holdings (GNRC) for Q3 2018, worth a combined $3.37B — up 5.8% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new GNRC positions and 20 closed out — a net gain of 46 holders — while 84 added to existing stakes and 102 trimmed.

The largest buyer was Atlanta Capital Management, opening a new position worth an estimated $23.5M. The largest seller was EdgePoint Investment Group, cutting an estimated $144M.

  • 286 institutional investors held Generac Holdings (GNRC) as of Q3 2018, up from 243 in Q2 2018.
  • Funds reported $3.37B of Generac Holdings stock for Q3 2018, up 5.8% quarter-over-quarter.
  • 66 funds opened new Generac Holdings positions in Q3 2018 and 20 closed out, a net change of +46 holders.
  • The largest Generac Holdings buyer in Q3 2018 was Atlanta Capital Management, an estimated $23.5M added.
  • The largest Generac Holdings seller in Q3 2018 was EdgePoint Investment Group, an estimated $144M sold.

Based on aggregated 13F filings for Q3 2018.