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Generac Holdings

777 hedge funds and large institutions have $10.2B invested in Generac Holdings in 2022 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 310 increasing their positions, 259 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $636M | Put options by funds: $482M

20% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 259

1% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 111

1% less funds holding

Funds holding: 786777 (-9)

1.92% less ownership

Funds ownership: 91.99%90.07% (-1.9%)

17% less capital invested

Capital invested by funds: $12.3B → $10.2B (-$2.13B)

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
777
Holders Change
-9
Holders Change %
-1.15%
% of All Funds
13.39%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
110
Increased
310
Reduced
259
Closed
111
Calls
$636M
Puts
$482M
Net Calls
+$154M
Net Calls Change
+$78.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
676
Castle Wealth Management
Florida
$25K -$14.2K -62 -31%
TWA
677
TCI Wealth Advisors
Arizona
$25K +$13.5K +59 +74%
C
678
Covestor
United Kingdom
$24K -$95.8K -418 -76%
Bank of Montreal
679
Bank of Montreal
Ontario, Canada
$23.6K +$8.55M +37,314 +41%
MCM
680
MV Capital Management
Maryland
$23K +$2.06K +9 +8%
QC
681
Quent Capital
New York
$21K -$917 -4 -3%
HFM
682
Harvest Fund Management
China
$21K
MA
683
Montag & Associates
Georgia
$21K
MPWT
684
MassMutual Private Wealth & Trust
Connecticut
$21K +$22.5K +98 +516%
AIP
685
Almanack Investment Partners
Pennsylvania
$21K +$26.1K +114 New
EWA
686
EverSource Wealth Advisors
Alabama
$20K -$60.1K -262 -71%
QCG
687
Quadrant Capital Group
Ohio
$20K -$10.8K -47 -30%
GIA
688
GHP Investment Advisors
Colorado
$20K +$6.88K +30 +38%
Canada Pension Plan Investment Board
689
Canada Pension Plan Investment Board
Ontario, Canada
$20K +$26.1K +114 New
CA
690
Crewe Advisors
Utah
$19K +$1.83K +8 +8%
MSFP
691
Mark Sheptoff Financial Planning
Connecticut
$18K
NSIM
692
North Star Investment Management
Illinois
$18K
TIM
693
Tevis Investment Management
Texas
$18K
AA
694
AlphaMark Advisors
Kentucky
$18K +$22.9K +100 New
CL
695
COWA LLC
Oklahoma
$18K +$22.9K +100 New
HNWAG
696
High Net Worth Advisory Group
Florida
$18K +$22.9K +100 New
KFI
697
Key Financial Inc
Pennsylvania
$17K
WAS
698
Winch Advisory Services
Wisconsin
$17K +$917 +4 +4%
ZB
699
Zions Bancorporation
Utah
$17K +$3.21K +14 +18%
AWM
700
Abound Wealth Management
Tennessee
$16K +$20.6K +90 New

GNRC Hedge Fund Activity: Q3 2022 in Review

777 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Generac Holdings (GNRC) for Q3 2022, worth a combined $10.2B — down 17% from $12.3B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of GNRC and 110 opened new positions — a net loss of 1 holder — while 259 trimmed existing stakes and 310 added.

The largest buyer was VOYA Investment Management, adding an estimated $126M. The largest seller was JP Morgan Chase, cutting an estimated $196M.

  • 777 institutional investors held Generac Holdings (GNRC) as of Q3 2022, down from 786 in Q2 2022.
  • Funds reported $10.2B of Generac Holdings stock for Q3 2022, down 17% quarter-over-quarter.
  • 110 funds opened new Generac Holdings positions in Q3 2022 and 111 closed out, a net change of -1 holder.
  • The largest Generac Holdings buyer in Q3 2022 was VOYA Investment Management, an estimated $126M added.
  • The largest Generac Holdings seller in Q3 2022 was JP Morgan Chase, an estimated $196M sold.

Based on aggregated 13F filings for Q3 2022.