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Generac Holdings

842 hedge funds and large institutions have $19.8B invested in Generac Holdings in 2021 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 323 increasing their positions, 284 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 97

14% more repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 284

4% more funds holding

Funds holding: 808842 (+34)

1.61% more ownership

Funds ownership: 87.64%89.24% (+1.6%)

13% less capital invested

Capital invested by funds: $22.6B → $19.8B (-$2.83B)

19% less call options, than puts

Call options by funds: $663M | Put options by funds: $822M

50% less funds holding in top 10

Funds holding in top 10: 168 (-8)

Holders
842
Holders Change
+34
Holders Change %
+4.21%
% of All Funds
12.96%
Holding in Top 10
8
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
144
Increased
323
Reduced
284
Closed
97
Calls
$663M
Puts
$822M
Net Calls
-$158M
Net Calls Change
-$191M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
651
AlphaStar Capital Management
North Carolina
$300K +$67.2K +162 +20%
HIC
652
Holderness Investments Company
North Carolina
$298K -$18.3K -44 -5%
KWM
653
Kingsview Wealth Management
Oregon
$298K +$56K +135 +19%
RIA
654
Realta Investment Advisors
Delaware
$297K -$1.98M -4,784 -85%
AWM
655
AE Wealth Management
Kansas
$294K -$254K -613 -42%
FWIA
656
Fort Washington Investment Advisors
Ohio
$294K
FEM
657
Fulcrum Equity Management
Texas
$294K +$71.8K +173 +26%
PAS
658
Park Avenue Securities
New York
$292K +$61.4K +148 +22%
RIA
659
Regal Investment Advisors
Michigan
$290K -$16.2K -39 -5%
Assenagon Asset Management
660
Assenagon Asset Management
Luxembourg
$284K -$16.6K -40 -5%
OWA
661
One Wealth Advisors
California
$284K +$19.1K +46 +6%
MAP
662
Milestone Advisory Partners
North Carolina
$279K
FC
663
Forte Capital
New York
$276K -$51.9K -125 -14%
HI
664
Harbour Investments
Wisconsin
$274K -$338K -814 -51%
YIA
665
YHB Investment Advisors
Connecticut
$273K
MAP
666
Moody Aldrich Partners
Massachusetts
$272K -$175K -423 -35%
FCIM
667
Fairview Capital Investment Management
California
$272K +$321K +775 New
IWM
668
IHT Wealth Management
Illinois
$270K +$35.7K +86 +13%
BFO
669
Boston Family Office
Massachusetts
$266K
IF
670
IRON Financial
Illinois
$264K
BOPW
671
Brandywine Oak Private Wealth
Pennsylvania
$263K -$11.2K -27 -4%
VFA
672
Valeo Financial Advisors
Indiana
$263K +$3.73K +9 +1%
LWAC
673
Laurel Wealth Advisors (California)
California
$261K +$307K +740 New
WI
674
Wahed Invest
New York
$258K +$304K +733 New
MA
675
Mutual Advisors
Nebraska
$256K +$302K +727 New

GNRC Hedge Fund Activity: Q4 2021 in Review

842 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Generac Holdings (GNRC) for Q4 2021, worth a combined $19.8B — down 13% from $22.6B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new GNRC positions and 97 closed out — a net gain of 47 holders — while 323 added to existing stakes and 284 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $257M. The largest seller was Wells Fargo, cutting an estimated $350M.

  • 842 institutional investors held Generac Holdings (GNRC) as of Q4 2021, up from 808 in Q3 2021.
  • Funds reported $19.8B of Generac Holdings stock for Q4 2021, down 13% quarter-over-quarter.
  • 144 funds opened new Generac Holdings positions in Q4 2021 and 97 closed out, a net change of +47 holders.
  • The largest Generac Holdings buyer in Q4 2021 was Fidelity Investments, an estimated $257M added.
  • The largest Generac Holdings seller in Q4 2021 was Wells Fargo, an estimated $350M sold.

Based on aggregated 13F filings for Q4 2021.