Generac Holdings
GNRC
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.
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: 5 → 6 (+1)
18% more funds holding
Funds holding: 243 → 286 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$23.5M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$20.7M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$20.5M |
| 4 |
N
Natixis
Paris,
France
|
+$16.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$144M |
| 2 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
-$32.8M |
| 3 |
WM
WS Management
Jacksonville,
Florida
|
-$32.3M |
| 4 |
Lazard Asset Management
New York
|
-$19.7M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$12.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KCPG
301
Kavar Capital Partners Group
Leawood,
Kansas
| – | -$26K | -500 | Closed |
|
|
CG
302
Cutler Group
San Francisco,
California
| – | -$11K | -200 | Closed |
|
|
RWP
303
RWA Wealth Partners
Newton,
Massachusetts
| – | -$5K | -100 | Closed |
|
|
CF
304
Centaurus Financial
Anaheim,
California
| – | -$1K | -28 | Closed |
|
|
AF
305
Advisornet Financial
Minnetonka,
Minnesota
| – | -$1K | -25 | Closed |
|
306
Envestnet Asset Management
Chicago,
Illinois
| – | -$1K | -23 | Closed |
|
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.