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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
BMSSC
476
B. Metzler seel. Sohn & Co
Germany
$238K +$224K +1,040 New
BOPW
477
Brandywine Oak Private Wealth
Pennsylvania
$235K -$110K -512 -33%
AIL
478
AGF Investments LLC
Ontario, Canada
$234K +$210K +974 +1,709%
HP
479
Hartree Partners
New York
$227K +$215K +1,000 New
TSW
480
Thompson Siegel & Walmsley
Virginia
$227K
DY
481
Dowling & Yahnke
California
$227K +$215K +1,000 New
KJHP
482
K.J. Harrison & Partners
Ontario, Canada
$227K +$215K +1,000 New
SFS
483
Strategic Financial Services
New York
$227K +$215K +1,000 New
Lazard Asset Management
484
Lazard Asset Management
New York
$225K +$214K +994 New
SAM
485
Sawgrass Asset Management
Florida
$223K -$204K -950 -49%
CG
486
Caprock Group
Idaho
$222K +$210K +978 New
FA
487
FDx Advisors
Illinois
$221K -$89.7K -417 -30%
SCA
488
Summit Creek Advisors
Minnesota
$218K -$433K -2,010 -68%
PA
489
PFG Advisors
Arizona
$218K +$207K +960 New
YWP
490
YorkBridge Wealth Partners
New York
$217K -$19.4K -90 -9%
GTCM
491
Gyon Technologies Capital Management
New Jersey
$217K +$205K +953 New
PP
492
Patten & Patten
Tennessee
$215K +$203K +945 New
VPIM
493
Vanguard Personalized Indexing Management
California
$209K +$198K +920 New
FC
494
Forte Capital
New York
$206K +$195K +908 New
AF
495
Allworth Financial
California
$205K
WJWM
496
Williams Jones Wealth Management
New York
$205K +$194K +900 New
FCBT
497
First Citizens Bank & Trust
North Carolina
$204K +$193K +895 New
Simplex Trading
498
Simplex Trading
Illinois
$179K -$2.18M -10,147 -93%
LGA
499
Lebenthal Global Advisors
New York
$168K +$159K +739 New
VFA
500
Valeo Financial Advisors
Indiana
$165K -$2.15K -10 -1%

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.