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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
MAM
551
Meeder Asset Management
Ohio
$13K -$1.12M -5,222 -99%
FTDI
552
First Trust Direct Indexing
Massachusetts
$12K +$11K +51 New
MIM
553
Macroview Investment Management
Maryland
$11K +$10.5K +49 New
TCWA
554
Ten Capital Wealth Advisors
Washington
$11K +$10.8K +50 New
HIM
555
Hillsdale Investment Management
Ontario, Canada
$9K +$8.18K +38 New
EARNEST Partners
556
EARNEST Partners
Georgia
$8K
BWA
557
BDO Wealth Advisors
Florida
$8K +$7.53K +35 New
CAAS
558
Capital Asset Advisory Services
Michigan
$8K +$7.53K +35 New
FPS
559
Fieldpoint Private Securities
Connecticut
$8K +$7.53K +35 New
AssetMark Inc
560
AssetMark Inc
California
$6K -$1.51K -7 -21%
RIA
561
RPG Investment Advisory
California
$5K
VCG
562
Vantage Consulting Group
Virginia
$5K +$4.3K +20 New
IAIM
563
International Assets Investment Management
Florida
$5K +$4.95K +23 New
CT
564
Caldwell Trust
Florida
$4.09K +$3.87K +18 New
Northwestern Mutual Wealth Management
565
Northwestern Mutual Wealth Management
Wisconsin
$4K +$3.44K +16 New
JCM
566
Jacobi Capital Management
Pennsylvania
$3K -$212K -985 -99%
TWA
567
TCI Wealth Advisors
Arizona
$3K
RG
568
Retirement Group
California
$3K +$430 +2 +13%
RPWA
569
Regent Peak Wealth Advisors
Georgia
$3K +$2.37K +11 New
BSSFA
570
Baron Silver Stevens Financial Advisors
Florida
$3K +$3.44K +16 New
KFS
571
Kelly Financial Services
Massachusetts
$2.96K
RE
572
RBC Europe
United Kingdom
$2.27K
Walleye Capital
573
Walleye Capital
New York
$2.1K -$446K -2,072 -18%
SWM
574
Sugarloaf Wealth Management
Georgia
$2K
BCA
575
Berman Capital Advisors
Georgia
$2K +$646 +3 +38%

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.