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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
EI
726
Ellevest Inc
New York
$75K +$73.8K +178 +524%
Lazard Asset Management
727
Lazard Asset Management
New York
$72K -$19.8M -47,723 -100%
T
728
TOBAM
France
$72K
CFA
729
Carroll Financial Associates
North Carolina
$70K -$830 -2 -1%
OIA
730
Optimum Investment Advisors
Illinois
$70K +$41.5K +100 +100%
EWM
731
Edge Wealth Management
New York
$63K +$69.3K +167 +1,285%
RE
732
RBC Europe
United Kingdom
$62K -$10.4K -25 -13%
TCA
733
Tortoise Capital Advisors
Kansas
$60K
Koshinski Asset Management
734
Koshinski Asset Management
Illinois
$59.1K -$15.8K -38 -18%
CA
735
Cornerstone Advisory
Maryland
$59K +$70.1K +169 New
PPWM
736
PFG Private Wealth Management
Florida
$57K +$67.6K +163 New
QCG
737
Quadrant Capital Group
Ohio
$54K +$13.3K +32 +26%
QC
738
Quent Capital
New York
$53K +$63K +152 New
TPCW
739
TD Private Client Wealth
New York
$52.8K +$4.56K +11 +8%
TCWM
740
Total Clarity Wealth Management
Illinois
$51K +$12K +29 +25%
RMC
741
Resources Management Corp
Connecticut
$51K +$60.6K +146 New
BBPWM
742
Blue Bell Private Wealth Management
Pennsylvania
$50K +$58.5K +141 New
IWP
743
IAG Wealth Partners
Wisconsin
$49K +$16.6K +40 +40%
S
744
SignatureFD
Georgia
$47K -$51.9K -125 -48%
AWA
745
Amplius Wealth Advisors
Pennsylvania
$47K +$56.4K +136 New
MCM
746
MV Capital Management
Maryland
$43K +$2.07K +5 +4%
1IA
747
1834 Investment Advisors
Wisconsin
$43K +$9.54K +23 +23%
HFM
748
Harvest Fund Management
China
$41K -$201K -485 -80%
BWA
749
BDO Wealth Advisors
Florida
$40K -$4.15K -10 -8%
FMII
750
Farmers & Merchants Investments Inc
Nebraska
$39K

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.