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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
PIM
626
Plato Investment Management
Australia
$7.4K – – –
JWA
627
JFS Wealth Advisors
Pennsylvania
$6.88K – – –
LIA
628
Lynx Investment Advisory
District of Columbia
$6.61K +$6.91K +50 New
RFG
629
RFP Financial Group
Georgia
$6.48K – – –
HIA
630
Harbor Investment Advisory
Maryland
$6.21K -$691 -5 -10%
SWS
631
SYSTM Wealth Solutions
Illinois
$5.95K -$25.6K -185 -80%
LSA
632
Leonteq Securities AG
Switzerland
$5.55K -$31.1K -225 -84%
FMII
633
Farmers & Merchants Investments Inc
Nebraska
$5.16K – – –
CBT
634
Central Bank & Trust
Kentucky
$4.76K – – –
HNB
635
Huntington National Bank
Ohio
$4.63K -$19.1K -138 -80%
WWP
636
WR Wealth Planners
Missouri
$4.5K – – –
WT
637
Whittier Trust
California
$4.1K – – –
MCM
638
MV Capital Management
Maryland
$3.83K – – –
BWL
639
Bogart Wealth LLC
Virginia
$3.57K – – –
CCMI
640
Creative Capital Management Investments
California
$3.57K – – –
FW
641
Fairway Wealth
Ohio
$3.44K +$3.59K +26 New
BIA
642
Bell Investment Advisors
California
$3.31K – – –
BIM
643
Breakwater Investment Management
Washington
$3.31K – – –
RL
644
Rogco LP
Oklahoma
$3.31K – – –
TF
645
Tompkins Financial
New York
$3.31K – – –
CAL
646
Capital Analysts LLC
Pennsylvania
$3K +$2.9K +21 New
AF
647
Advisornet Financial
Minnesota
$2.91K – – –
VF
648
VitalStone Financial
Texas
$2.78K +$1.11K +8 +62%
AFS
649
Annapolis Financial Services
Maryland
$2.65K – – –
MSWM
650
Mowery & Schoenfeld Wealth Management
Illinois
$2.65K – – –
24 25
26
27 28

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.