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Generac Holdings

679 hedge funds and large institutions have $5.87B invested in Generac Holdings in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 271 increasing their positions, 216 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 77

25% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 216

9% more capital invested

Capital invested by funds: $5.4B → $5.87B (+$475M)

3% more funds holding

Funds holding: 659679 (+20)

2.84% more ownership

Funds ownership: 85.08%87.92% (+2.8%)

1% more call options, than puts

Call options by funds: $490M | Put options by funds: $484M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
679
Holders Change
+20
Holders Change %
+3.03%
% of All Funds
10.82%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
109
Increased
271
Reduced
216
Closed
77
Calls
$490M
Puts
$484M
Net Calls
+$5.86M
Net Calls Change
-$230M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$49.6M +$29.9M +258,599 +129%
Charles Schwab
27
Charles Schwab
California
$47.3M +$3.67M +31,741 +8%
Deutsche Bank
28
Deutsche Bank
Germany
$45.7M -$1.06M -9,137 -2%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$45.6M -$1.03M -8,869 -2%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$43.7M -$10.7M -92,700 -19%
Two Sigma Investments
31
Two Sigma Investments
New York
$43.4M -$54.5M -471,504 -54%
Citadel Advisors
32
Citadel Advisors
Florida
$41.2M +$29.3M +253,214 +198%
MPI
33
Mairs & Power Inc
Minnesota
$37.9M +$7.22M +62,407 +22%
PAMS
34
Pictet Asset Management (Switzerland)
Switzerland
$37.1M +$3.47M +30,002 +10%
Legal & General Group
35
Legal & General Group
United Kingdom
$37M -$2.3M -19,873 -5%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$36.1M +$405K +3,499 +1%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$35.4M +$456K +3,939 +1%
Renaissance Technologies
38
Renaissance Technologies
New York
$35M -$55.4M -478,900 -60%
SI
39
Scout Investments
Missouri
$34.6M -$19.9M -171,832 -35%
Wells Fargo
40
Wells Fargo
California
$34.3M -$775K -6,702 -2%
UBS AM
41
UBS AM
Illinois
$31.8M -$272K -2,351 -0.8%
EWM
42
Evercore Wealth Management
New York
$30.2M +$6.84M +59,172 +27%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$30.2M +$32.3M +279,430 New
Zurich Cantonal Bank
44
Zurich Cantonal Bank
Switzerland
$29.6M +$107K +928 +0.3%
BAM
45
Burgundy Asset Management
Ontario, Canada
$28.1M +$32.3K +279 +0.1%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$27.6M +$8.77M +75,829 +42%
Swiss National Bank
47
Swiss National Bank
Switzerland
$27.1M -$960K -8,300 -3%
DekaBank Deutsche Girozentrale
48
DekaBank Deutsche Girozentrale
Germany
$26.4M -$7.39M -63,848 -21%
AQR Capital Management
49
AQR Capital Management
Connecticut
$23.2M -$9.94M -85,943 -28%
Capital International Investors
50
Capital International Investors
California
$22.5M

GNRC Hedge Fund Activity: Q1 2023 in Review

679 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Generac Holdings (GNRC) for Q1 2023, worth a combined $5.87B — up 8.8% from $5.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new GNRC positions and 77 closed out — a net gain of 32 holders — while 271 added to existing stakes and 216 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $86M. The largest seller was Millennium Management, cutting an estimated $67.2M.

  • 679 institutional investors held Generac Holdings (GNRC) as of Q1 2023, up from 659 in Q4 2022.
  • Funds reported $5.87B of Generac Holdings stock for Q1 2023, up 8.8% quarter-over-quarter.
  • 109 funds opened new Generac Holdings positions in Q1 2023 and 77 closed out, a net change of +32 holders.
  • The largest Generac Holdings buyer in Q1 2023 was Fidelity Investments, an estimated $86M added.
  • The largest Generac Holdings seller in Q1 2023 was Millennium Management, an estimated $67.2M sold.

Based on aggregated 13F filings for Q1 2023.