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Generac Holdings
GNRC

679 hedge funds and large institutions have $5.87B invested in Generac Holdings in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 271 increasing their positions, 216 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 77

25% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 216

9% more capital invested

Capital invested by funds: $5.4B → $5.87B (+$475M)

3% more funds holding

Funds holding: 659 → 679 (+20)

2.84% more ownership

Funds ownership: 85.08% → 87.92% (+2.8%)

1% more call options, than puts

Call options by funds: $490M | Put options by funds: $484M

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
679
Holders Change
+20
Holders Change %
+3.03%
% of All Funds
10.82%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
109
Increased
271
Reduced
216
Closed
77
Calls
$490M
Puts
$484M
Net Calls
+$5.86M
Net Calls Change
-$230M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$86M
2
Macquarie Group
Macquarie Group
Australia
+$55M
3
Brown Advisory
Brown Advisory
Maryland
+$47.4M
4
AI
Ariel Investments
Illinois
+$40.6M
5
CIP
Champlain Investment Partners
Vermont
+$40M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$67.2M
2
Renaissance Technologies
Renaissance Technologies
New York
-$55.4M
3
Two Sigma Investments
Two Sigma Investments
New York
-$54.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$30.3M
5
Invesco
Invesco
Georgia
-$23.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
651
Clearview Wealth Advisors
Oregon
$1.94K – – –
BAAM
652
Baker Avenue Asset Management
California
$1.94K +$694 +6 +50%
Jones Financial Companies
653
Jones Financial Companies
Missouri
$1.84K -$925 -8 -32%
National Pension Service
654
National Pension Service
South Korea
$1.68K -$512K -4,426 -100%
BWA
655
BDO Wealth Advisors
Florida
$1.62K – – –
SC
656
Schubert & Co
Texas
$1.62K +$694 +6 +67%
SIC
657
Salem Investment Counselors
North Carolina
$1.62K +$1.74K +15 New
DIP
658
DT Investment Partners
Pennsylvania
$1.54K – – –
KFS
659
Kelly Financial Services
Massachusetts
$1.4K – – –
CT
660
Colonial Trust
South Carolina
$1.23K -$810 -7 -39%
AWM
661
Atticus Wealth Management
Florida
$1.19K – – –
SIC
662
SJS Investment Consulting
Ohio
$1.19K +$231 +2 +22%
AWM
663
Abound Wealth Management
Tennessee
$1.08K -$10.1K -87 -90%
MHR
664
Matthew Hamilton Rosenberg
$1.08K – – –
BWS
665
Buck Wealth Strategies
Colorado
$1.08K +$1.16K +10 New
Lazard Asset Management
666
Lazard Asset Management
New York
$1K -$7.17K -62 -82%
TFA
667
Transamerica Financial Advisors
Florida
$1K – – –
DI
668
Disciplined Investments
Oklahoma
$972 +$116 +1 +13%
TCA
669
Trifecta Capital Advisors
Illinois
$757 – – –
CAC
670
Core Alternative Capital
Georgia
$648 +$694 +6 New
FCAS
671
First Command Advisory Services
Texas
$648 +$694 +6 New
SIS
672
Strategic Investment Solutions
Illinois
$540 +$578 +5 New
WTC
673
WhitTier Trust Company
Nevada
$540 +$578 +5 New
AAP
674
Arax Advisory Partners
Colorado
$433 – – –
NC
675
NewSquare Capital
Pennsylvania
$432 – – –
25 26
27
28 29

GNRC Hedge Fund Activity: Q1 2023 in Review

679 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Generac Holdings (GNRC) for Q1 2023, worth a combined $5.87B — up 8.8% from $5.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new GNRC positions and 77 closed out — a net gain of 32 holders — while 271 added to existing stakes and 216 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $86M. The largest seller was Millennium Management, cutting an estimated $67.2M.

  • 679 institutional investors held Generac Holdings (GNRC) as of Q1 2023, up from 659 in Q4 2022.
  • Funds reported $5.87B of Generac Holdings stock for Q1 2023, up 8.8% quarter-over-quarter.
  • 109 funds opened new Generac Holdings positions in Q1 2023 and 77 closed out, a net change of +32 holders.
  • The largest Generac Holdings buyer in Q1 2023 was Fidelity Investments, an estimated $86M added.
  • The largest Generac Holdings seller in Q1 2023 was Millennium Management, an estimated $67.2M sold.

Based on aggregated 13F filings for Q1 2023.