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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
GIA
601
GHP Investment Advisors
Colorado
$14.5K – – –
IGWM
602
ICA Group Wealth Management
Colorado
$14.5K -$13.8K -100 -48%
MPWT
603
MassMutual Private Wealth & Trust
Connecticut
$14.1K -$138 -1 -0.9%
AFG
604
Albion Financial Group
Utah
$13.2K – – –
MSFP
605
Mark Sheptoff Financial Planning
Connecticut
$13.2K – – –
PCC
606
Park Circle Company
Maryland
$13.2K – – –
FCMT
607
Founders Capital Management (Texas)
Texas
$13.2K +$13.8K +100 New
IC
608
Innealta Capital
Texas
$12.7K +$13.3K +96 New
TFF
609
The Family Firm
Maryland
$12.6K +$13.1K +95 New
CTA
610
Colonial Trust Advisors
South Carolina
$12.4K -$5.67K -41 -30%
CH
611
Cromwell Holdings
Wyoming
$12.2K +$12.7K +92 New
FC
612
Fairscale Capital
New Hampshire
$12.1K +$10.5K +76 New
SAM
613
Smartleaf Asset Management
Massachusetts
$12K -$967 -7 -7%
GKIM
614
GW&K Investment Management
Massachusetts
$11K +$1.38K +10 +14%
PMFA
615
Plante Moran Financial Advisors
Michigan
$10.8K – – –
CTWM
616
Cherry Tree Wealth Management
Minnesota
$10.6K +$11.1K +80 New
ZB
617
Zions Bancorporation
Utah
$10.4K – – –
PWMG
618
Prestige Wealth Management Group
New Jersey
$9.79K – – –
GLR
619
Great Lakes Retirement
Ohio
$9.78K +$10.2K +74 New
SNB
620
Security National Bank
Nebraska
$9.26K – – –
RMC
621
Resources Management Corp
Connecticut
$9K -$11.5K -83 -56%
SC
622
Sawyer & Company
Massachusetts
$9K +$5.53K +40 +133%
DekaBank Deutsche Girozentrale
623
DekaBank Deutsche Girozentrale
Germany
$8K +$967 +7 +13%
IWP
624
IAG Wealth Partners
Wisconsin
$7.67K -$14.4K -104 -64%
GEA
625
Glen Eagle Advisors
New Jersey
$7.49K -$4.15K -30 -34%
23 24
25
26 27

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.