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Generac Holdings
GNRC

686 hedge funds and large institutions have $7.08B invested in Generac Holdings in 2024 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 234 increasing their positions, 242 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

20% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 79

10% more call options, than puts

Call options by funds: $294M | Put options by funds: $268M

4% more capital invested

Capital invested by funds: $6.79B → $7.08B (+$289M)

0% more funds holding

Funds holding: 683 → 686 (+3)

3% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 242

2.61% less ownership

Funds ownership: 90.82% → 88.21% (-2.6%)

Holders
686
Holders Change
+3
Holders Change %
+0.44%
% of All Funds
9.91%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
95
Increased
234
Reduced
242
Closed
79
Calls
$294M
Puts
$268M
Net Calls
+$25.6M
Net Calls Change
+$23.2M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$129M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$103M
3
CCM
Candlestick Capital Management
Connecticut
+$29.3M
4
Ameriprise
Ameriprise
Minnesota
+$28.2M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$25.5M

Top Sellers

1
LA
LM Advisors
California
-$127M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$46.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$43.2M
4
American Century Companies
American Century Companies
Missouri
-$39.7M
5
Invesco
Invesco
Georgia
-$31.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
426
Merit Financial Group
Georgia
$349K +$3.46K +25 +1%
ASN
427
Advisory Services Network
Georgia
$348K +$14.9K +108 +4%
CC
428
Corton Capital
Ontario, Canada
$343K +$359K +2,595 New
LWM
429
Lyell Wealth Management
California
$342K -$472K -3,414 -57%
Envestnet Portfolio Solutions
430
Envestnet Portfolio Solutions
Illinois
$341K -$31.6K -229 -8%
CWM
431
Compass Wealth Management
Connecticut
$339K +$34.5K +250 +11%
EWS
432
Evergreen Wealth Solutions
Pennsylvania
$335K -$87.8K -635 -20%
BHC
433
Bowen Hanes & Co
Florida
$333K – – –
LFG
434
Larson Financial Group
Missouri
$332K +$346K +2,500 +22,727%
GIA
435
Gladstone Institutional Advisory
Florida
$327K -$26.1K -189 -7%
Thrivent Financial for Lutherans
436
Thrivent Financial for Lutherans
Minnesota
$323K -$8.15K -59 -2%
Daiwa Securities Group
437
Daiwa Securities Group
Japan
$322K +$57.4K +415 +21%
CAM
438
Congress Asset Management
Massachusetts
$321K – – –
NL
439
NWAM LLC
Washington
$315K -$449K -3,250 -58%
HAG
440
HighPoint Advisor Group
Illinois
$313K +$44.4K +321 +19%
IAN
441
Integrated Advisors Network
Texas
$312K +$38.7K +280 +13%
Aviva
442
Aviva
United Kingdom
$306K – – –
SRL
443
Scientech Research LLC
New Jersey
$306K +$320K +2,312 New
PFGIA
444
Patriot Financial Group Insurance Agency
Massachusetts
$305K +$318K +2,303 New
CGH
445
Crossmark Global Holdings
Texas
$304K +$27.5K +199 +9%
UB
446
UMB Bank
Missouri
$295K +$17.3K +125 +6%
RJT
447
Raymond James Trust
Florida
$295K +$33.6K +243 +12%
USCWA
448
U.S. Capital Wealth Advisors
Texas
$293K +$306K +2,215 New
PHIC
449
Pine Haven Investment Counsel
Massachusetts
$291K +$21.4K +155 +8%
BAM
450
Berkshire Asset Management
Pennsylvania
$287K – – –
16 17
18
19 20

GNRC Hedge Fund Activity: Q2 2024 in Review

686 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Generac Holdings (GNRC) for Q2 2024, worth a combined $7.08B — up 4.3% from $6.79B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new GNRC positions and 79 closed out — a net gain of 16 holders — while 234 added to existing stakes and 242 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $129M. The largest seller was LM Advisors, cutting an estimated $127M.

  • 686 institutional investors held Generac Holdings (GNRC) as of Q2 2024, up from 683 in Q1 2024.
  • Funds reported $7.08B of Generac Holdings stock for Q2 2024, up 4.3% quarter-over-quarter.
  • 95 funds opened new Generac Holdings positions in Q2 2024 and 79 closed out, a net change of +16 holders.
  • The largest Generac Holdings buyer in Q2 2024 was Boston Partners, an estimated $129M added.
  • The largest Generac Holdings seller in Q2 2024 was LM Advisors, an estimated $127M sold.

Based on aggregated 13F filings for Q2 2024.