We are live on ! Find out more
GNRC icon

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
SFO
501
Standard Family Office
South Dakota
$164K +$156K +723 New
HNB
502
Huntington National Bank
Ohio
$161K +$43K +200 +39%
PWM
503
Perigon Wealth Management
California
$146K +$138K +642 New
LS
504
Livforsakringsbolaget Skandia
Sweden
$136K +$129K +600 New
LWCFA
505
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$136K +$129K +600 New
FDCDDQ
506
Federation des caisses Desjardins du Quebec
Quebec, Canada
$116K +$109K +508 New
CFD
507
Creative Financial Designs
Indiana
$114K +$108K +500 New
CFGS
508
Concourse Financial Group Securities
Alabama
$103K -$5.6K -26 -5%
AIM
509
Anchor Investment Management
South Carolina
$98.9K +$7.53K +35 +9%
NO
510
Ninety One
South Africa
$96K -$12.5K -58 -12%
Fifth Third Bancorp
511
Fifth Third Bancorp
Ohio
$81K +$13.6K +63 +22%
FFG
512
Fortem Financial Group
California
$72K +$67.8K +315 New
DSC
513
Duncker Streett & Co
Missouri
$59K +$56K +260 New
CI
514
CX Institutional
Indiana
$57K
SSB
515
Sandy Spring Bank
Maryland
$52K +$6.46K +30 +15%
PWPS
516
Pinnacle Wealth Planning Services
Ohio
$48K +$45.8K +213 New
GEA
517
Glen Eagle Advisors
New Jersey
$47.9K
LSA
518
Leonteq Securities AG
Switzerland
$45.5K +$43K +200 New
CFA
519
Carroll Financial Associates
North Carolina
$45K
NSIM
520
North Star Investment Management
Illinois
$45K +$21.5K +100 +100%
TFS
521
TrustCore Financial Services
Tennessee
$45K +$43K +200 New
FWM
522
Focused Wealth Management
New York
$43K +$41.1K +191 New
AF
523
Advisornet Financial
Minnesota
$40K
AIC
524
Archer Investment Corporation
Indiana
$39.3K +$37.2K +173 New
TCA
525
Tortoise Capital Advisors
Kansas
$39K +$36.6K +170 New

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.