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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
SS
576
Sunbelt Securities
Texas
$26.8K +$13.8K +100 +97%
OA
577
Operose Advisors
Wisconsin
$26.7K – – –
BC
578
Barrett & Company
Rhode Island
$26.4K – – –
CFGS
579
Concourse Financial Group Securities
Alabama
$26.4K – – –
LFA
580
Legend Financial Advisors
Pennsylvania
$26.4K – – –
CFM
581
Catalyst Funds Management
Australia
$26.4K +$27.6K +200 New
QCG
582
Quadrant Capital Group
Ohio
$25.1K +$138 +1 +0.5%
VWM
583
Venturi Wealth Management
Texas
$22.5K – – –
CMA
584
Cedar Mountain Advisors
Oregon
$22.5K – – –
TAM
585
Tucker Asset Management
Colorado
$22.5K +$23.5K +170 New
AAP
586
Arax Advisory Partners
Colorado
$20.8K +$21.1K +153 +3,825%
DFA
587
DHJJ Financial Advisors
Illinois
$20.6K – – –
LC
588
Lindbrook Capital
California
$18.6K +$11.3K +82 +139%
BCWM
589
Bartlett & Co Wealth Management
Ohio
$18.5K – – –
CA
590
Continuum Advisory
Idaho
$18.5K – – –
FIM
591
FWL Investment Management
Texas
$18.5K – – –
LOIM
592
Liberty One Investment Management
Illinois
$17K -$1.11K -8 -6%
TFM
593
TFC Financial Management
Massachusetts
$16.9K +$5.8K +42 +49%
BCMLT
594
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.9K – – –
BTI
595
Blue Trust Inc
Georgia
$16.7K +$14.8K +107 +428%
TCPG
596
Trivant Custom Portfolio Group
California
$16.5K – – –
JPWM
597
Jamison Private Wealth Management
Georgia
$15.7K – – –
SIC
598
Salem Investment Counselors
North Carolina
$15.2K +$13.8K +100 +667%
CI Investments Inc
599
CI Investments Inc
Ontario, Canada
$15K -$967 -7 -6%
RWMG
600
Redwood Wealth Management Group
New Jersey
$14.7K +$15.3K +111 New
22 23
24
25 26

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.