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Generac Holdings
GNRC

686 hedge funds and large institutions have $7.08B invested in Generac Holdings in 2024 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 234 increasing their positions, 242 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

20% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 79

10% more call options, than puts

Call options by funds: $294M | Put options by funds: $268M

4% more capital invested

Capital invested by funds: $6.79B → $7.08B (+$289M)

0% more funds holding

Funds holding: 683 → 686 (+3)

3% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 242

2.61% less ownership

Funds ownership: 90.82% → 88.21% (-2.6%)

Holders
686
Holders Change
+3
Holders Change %
+0.44%
% of All Funds
9.91%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
95
Increased
234
Reduced
242
Closed
79
Calls
$294M
Puts
$268M
Net Calls
+$25.6M
Net Calls Change
+$23.2M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$129M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$103M
3
CCM
Candlestick Capital Management
Connecticut
+$29.3M
4
Ameriprise
Ameriprise
Minnesota
+$28.2M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$25.5M

Top Sellers

1
LA
LM Advisors
California
-$127M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$46.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$43.2M
4
American Century Companies
American Century Companies
Missouri
-$39.7M
5
Invesco
Invesco
Georgia
-$31.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
551
Penserra Capital Management
California
$61K -$8.71K -63 -12%
CA
552
Clearstead Advisors
Ohio
$56.5K – – –
SIS
553
Sound Income Strategies
Florida
$56.5K +$45.2K +327 +327%
RIL
554
Rothschild Investment LLC
Illinois
$56.1K +$3.04K +22 +5%
BTC
555
Bank & Trust Company
Illinois
$52.9K +$55.3K +400 New
C
556
Covestor
United Kingdom
$51K – – –
ST
557
Smithfield Trust
Pennsylvania
$51K – – –
CP
558
Castleview Partners
Texas
$47.9K – – –
HFS
559
Hantz Financial Services
Michigan
$46K – – –
FHA
560
First Horizon Advisors
Tennessee
$44.7K +$1.24K +9 +3%
QL
561
Quarry LP
New York
$42.7K +$22.4K +162 +101%
Capstone Investment Advisors
562
Capstone Investment Advisors
New York
$42K -$909K -6,580 -95%
PB
563
Pinnacle Bancorp
Nebraska
$41.1K – – –
OP
564
ORG Partners
Indiana
$39.1K +$40.6K +294 New
FFA
565
Fairfield Financial Advisors
Massachusetts
$37.7K +$39.4K +285 New
ME
566
McIlrath & Eck
Washington
$36K – – –
IA
567
IFP Advisors
Florida
$35.6K +$5.53K +40 +17%
CAL
568
Capital Advisors Ltd
Ohio
$34K +$30.4K +220 +611%
HI
569
Harbour Investments
Wisconsin
$33.5K -$16.4K -119 -32%
AAG
570
Armstrong Advisory Group
Massachusetts
$33.1K -$51.1K -370 -60%
PTC
571
Private Trust Company
Ohio
$33.1K +$13.8K +100 +67%
CFO
572
CVA Family Office
Colorado
$31.6K +$553 +4 +2%
PGAM
573
Princeton Global Asset Management
New Jersey
$30.4K – – –
GWM
574
Geneos Wealth Management
Colorado
$29.2K – – –
PFBT
575
Parkside Financial Bank & Trust
Missouri
$28.8K -$829 -6 -3%
21 22
23
24 25

GNRC Hedge Fund Activity: Q2 2024 in Review

686 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Generac Holdings (GNRC) for Q2 2024, worth a combined $7.08B — up 4.3% from $6.79B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new GNRC positions and 79 closed out — a net gain of 16 holders — while 234 added to existing stakes and 242 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $129M. The largest seller was LM Advisors, cutting an estimated $127M.

  • 686 institutional investors held Generac Holdings (GNRC) as of Q2 2024, up from 683 in Q1 2024.
  • Funds reported $7.08B of Generac Holdings stock for Q2 2024, up 4.3% quarter-over-quarter.
  • 95 funds opened new Generac Holdings positions in Q2 2024 and 79 closed out, a net change of +16 holders.
  • The largest Generac Holdings buyer in Q2 2024 was Boston Partners, an estimated $129M added.
  • The largest Generac Holdings seller in Q2 2024 was LM Advisors, an estimated $127M sold.

Based on aggregated 13F filings for Q2 2024.