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Generac Holdings

842 hedge funds and large institutions have $19.8B invested in Generac Holdings in 2021 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 323 increasing their positions, 284 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 97

14% more repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 284

4% more funds holding

Funds holding: 808842 (+34)

1.61% more ownership

Funds ownership: 87.64%89.24% (+1.6%)

13% less capital invested

Capital invested by funds: $22.6B → $19.8B (-$2.83B)

19% less call options, than puts

Call options by funds: $663M | Put options by funds: $822M

50% less funds holding in top 10

Funds holding in top 10: 168 (-8)

Holders
842
Holders Change
+34
Holders Change %
+4.21%
% of All Funds
12.96%
Holding in Top 10
8
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
144
Increased
323
Reduced
284
Closed
97
Calls
$663M
Puts
$822M
Net Calls
-$158M
Net Calls Change
-$191M
Name Holding Trade Value Shares
Change
Change in
Stake
DLCIG
376
D.L. Carlson Investment Group
New Hampshire
$1.68M -$23.6K -57 -1%
SAM
377
Shell Asset Management
Netherlands
$1.67M +$102K +246 +5%
AI
378
Atria Investments
North Carolina
$1.67M +$586K +1,413 +42%
GT
379
Greenleaf Trust
Michigan
$1.67M +$322K +777 +20%
MCM
380
MAI Capital Management
Ohio
$1.66M +$30.7K +74 +2%
MSRPS
381
Maryland State Retirement & Pension System
Maryland
$1.64M
CIP
382
Chartwell Investment Partners
Pennsylvania
$1.64M
PWS
383
Peloton Wealth Strategists
Indiana
$1.64M +$22.8K +55 +1%
CTC
384
Central Trust Company
Missouri
$1.6M -$494K -1,192 -21%
CFG
385
Cooper Financial Group
California
$1.59M +$153K +370 +9%
HCM
386
HMS Capital Management
Tennessee
$1.59M -$85K -205 -4%
GSWM
387
Golden State Wealth Management
California
$1.59M +$264K +637 +16%
WAM
388
Wolverine Asset Management
Illinois
$1.58M +$1.24M +3,000 +200%
CW
389
CreativeOne Wealth
Kansas
$1.57M +$391K +942 +27%
NFG
390
Nations Financial Group
Iowa
$1.56M +$5.81K +14 +0.3%
WS
391
Wedbush Securities
California
$1.55M -$669K -1,614 -27%
NFG
392
Next Financial Group
Texas
$1.55M +$385K +929 +27%
GVAG
393
Great Valley Advisor Group
Delaware
$1.55M +$139K +335 +8%
Mackenzie Financial
394
Mackenzie Financial
Ontario, Canada
$1.52M -$2.97M -7,150 -62%
PCM
395
Prelude Capital Management
New York
$1.52M +$634K +1,529 +55%
HCA
396
Harbour Capital Advisors
Virginia
$1.51M +$68K +164 +4%
EF
397
Empowered Funds
Pennsylvania
$1.51M +$82.1K +198 +5%
DA
398
Duality Advisers
Florida
$1.49M +$1.76M +4,232 New
BFEC
399
Benjamin F. Edwards & Company
Missouri
$1.45M -$514K -1,239 -23%
GAM
400
Gotham Asset Management
New York
$1.44M +$515K +1,241 +43%

GNRC Hedge Fund Activity: Q4 2021 in Review

842 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Generac Holdings (GNRC) for Q4 2021, worth a combined $19.8B — down 13% from $22.6B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new GNRC positions and 97 closed out — a net gain of 47 holders — while 323 added to existing stakes and 284 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $257M. The largest seller was Wells Fargo, cutting an estimated $350M.

  • 842 institutional investors held Generac Holdings (GNRC) as of Q4 2021, up from 808 in Q3 2021.
  • Funds reported $19.8B of Generac Holdings stock for Q4 2021, down 13% quarter-over-quarter.
  • 144 funds opened new Generac Holdings positions in Q4 2021 and 97 closed out, a net change of +47 holders.
  • The largest Generac Holdings buyer in Q4 2021 was Fidelity Investments, an estimated $257M added.
  • The largest Generac Holdings seller in Q4 2021 was Wells Fargo, an estimated $350M sold.

Based on aggregated 13F filings for Q4 2021.