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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
IWM
451
IHT Wealth Management
Illinois
$313K +$296K +1,375 New
Qube Research & Technologies (QRT)
452
Qube Research & Technologies (QRT)
United Kingdom
$305K -$8.15M -37,879 -97%
Los Angeles Capital Management
453
Los Angeles Capital Management
California
$298K +$282K +1,311 New
AA
454
AQR Arbitrage
Connecticut
$298K +$283K +1,317 New
AF
455
Aldebaran Financial
$296K
SWP
456
Stratos Wealth Partners
Ohio
$294K
EDRIA
457
Edmonds Duncan Registered Investment Advisors
Kansas
$288K +$176K +820 New
SI
458
Stephens Inc
Arkansas
$286K +$271K +1,259 New
AAS
459
Annex Advisory Services
Wisconsin
$281K +$266K +1,235 New
PG
460
Pendal Group
Australia
$273K +$258K +1,200 New
CIM
461
Contravisory Investment Management
Massachusetts
$272K -$12.7K -59 -5%
MLL
462
Moody Lynn & Lieberson
Massachusetts
$271K +$256K +1,190 New
RIM
463
Redpoint Investment Management
Australia
$263K +$249K +1,155 New
FAT
464
First American Trust
California
$262K -$291K -1,350 -54%
JAG
465
Journey Advisory Group
Kentucky
$262K +$247K +1,150 New
SFFS
466
Stonehage Fleming Financial Services
Jersey
$261K +$247K +1,147 New
CS
467
Comerica Securities
Michigan
$260K -$44.8K -208 -15%
TF
468
Trek Financial
Arizona
$260K +$246K +1,142 New
SGA
469
Strategic Global Advisors
California
$260K +$246K +1,144 New
BC
470
Bridgefront Capital
Texas
$260K +$246K +1,145 New
HFM
471
Harvest Fund Management
China
$250K -$153K -709 -39%
JMPWA
472
JP Morgan Private Wealth Advisors
California
$249K -$104K -484 -31%
MSRPS
473
Maryland State Retirement & Pension System
Maryland
$249K +$212K +985 New
ABC
474
Associated Banc-Corp
Wisconsin
$240K +$221K +1,026 +3,538%
Parallax Volatility Advisers
475
Parallax Volatility Advisers
California
$238K +$206K +955 +1,027%

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.