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Generac Holdings

585 hedge funds and large institutions have $13.3B invested in Generac Holdings in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 184 increasing their positions, 190 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 47

22% more funds holding

Funds holding: 478585 (+107)

21% more capital invested

Capital invested by funds: $11B → $13.3B (+$2.28B)

1.41% more ownership

Funds ownership: 91.59%93% (+1.4%)

4% more call options, than puts

Call options by funds: $95.7M | Put options by funds: $92.2M

3% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 190

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
585
Holders Change
+107
Holders Change %
+22.38%
% of All Funds
10.35%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.18%
New
162
Increased
184
Reduced
190
Closed
47
Calls
$95.7M
Puts
$92.2M
Net Calls
+$3.53M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OQS
376
Occudo Quantitative Strategies
Florida
$760K +$719K +3,342 New
AAM
377
Aureus Asset Management
Massachusetts
$728K
SP
378
Symmetry Partners
Connecticut
$728K
URS
379
Utah Retirement Systems
Utah
$728K +$129K +600 +23%
BA
380
Bridgewater Associates
Connecticut
$726K +$687K +3,192 New
LIC
381
Laurus Investment Counsel
Canada
$721K
BST
382
Bath Savings Trust
Maine
$711K +$672K +3,124 New
BCI
383
Brinker Capital Investments
Pennsylvania
$705K -$745K -3,463 -53%
APA
384
American Portfolios Advisors
New York
$702K +$254K +1,179 +62%
IA
385
IFP Advisors
Florida
$702K -$142K -661 -18%
Canada Pension Plan Investment Board
386
Canada Pension Plan Investment Board
Ontario, Canada
$697K +$222K +1,031 +51%
PP
387
Paloma Partners
Connecticut
$686K -$11.4M -53,190 -95%
EMG
388
ETF Managers Group
New Jersey
$684K +$56.8K +264 +10%
MML Investors Services
389
MML Investors Services
Massachusetts
$683K -$240K -1,117 -27%
PAG
390
Private Advisor Group
New Jersey
$677K +$641K +2,978 New
S
391
Seeyond
France
$675K +$640K +2,972 New
CA
392
Cetera Advisors
Colorado
$661K +$114K +530 +22%
WMSA
393
Weiss Multi-Strategy Advisers
New York
$650K -$1.45M -6,720 -70%
HMS
394
Hanseatic Management Services
New Mexico
$646K +$48K +223 +9%
BF
395
BOK Financial
Oklahoma
$617K +$290K +1,348 +99%
LFF
396
Level Four Financial
Texas
$597K +$565K +2,627 New
CP
397
Covenant Partners
Tennessee
$589K
HF
398
HRT Financial
New York
$578K -$6.7M -31,147 -92%
RHBC
399
R.H. Bluestein & Co
Michigan
$569K -$108K -500 -17%
BAM
400
Berkshire Asset Management
Pennsylvania
$569K

GNRC Hedge Fund Activity: Q4 2020 in Review

585 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Generac Holdings (GNRC) for Q4 2020, worth a combined $13.3B — up 21% from $11B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new GNRC positions and 47 closed out — a net gain of 115 holders — while 184 added to existing stakes and 190 trimmed.

The largest buyer was UBS AM, adding an estimated $174M. The largest seller was JP Morgan Chase, cutting an estimated $172M.

  • 585 institutional investors held Generac Holdings (GNRC) as of Q4 2020, up from 478 in Q3 2020.
  • Funds reported $13.3B of Generac Holdings stock for Q4 2020, up 21% quarter-over-quarter.
  • 162 funds opened new Generac Holdings positions in Q4 2020 and 47 closed out, a net change of +115 holders.
  • The largest Generac Holdings buyer in Q4 2020 was UBS AM, an estimated $174M added.
  • The largest Generac Holdings seller in Q4 2020 was JP Morgan Chase, an estimated $172M sold.

Based on aggregated 13F filings for Q4 2020.