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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
C
751
Covestor
United Kingdom
$37K +$44K +106 New
DCM
752
Disciplina Capital Management
Tennessee
$36.6K +$1.24K +3 +3%
CP
753
Corbenic Partners
Pennsylvania
$36K
CA
754
Crewe Advisors
Utah
$35K
NSIM
755
North Star Investment Management
Illinois
$35K
MSFP
756
Mark Sheptoff Financial Planning
Connecticut
$35K +$20.7K +50 +100%
TWC
757
TD Waterhouse Canada
Ontario, Canada
$33.2K +$41.5K +100 New
EWA
758
EverSource Wealth Advisors
Alabama
$33K +$38.6K +93 New
FCA
759
FinTrust Capital Advisors
South Carolina
$32K
GEA
760
Glen Eagle Advisors
New Jersey
$30.5K -$29K -70 -45%
ANBT
761
American National Bank & Trust
Texas
$27K +$6.22K +15 +25%
TWA
762
TCI Wealth Advisors
Arizona
$26K -$1.66K -4 -5%
PGAM
763
Princeton Global Asset Management
New Jersey
$26K
TC
764
Truvestments Capital
Florida
$26K
SFM
765
Signet Financial Management
New Jersey
$25K +$29.5K +71 New
WAS
766
Winch Advisory Services
Wisconsin
$22K -$830 -2 -3%
ZB
767
Zions Bancorporation
Utah
$22K +$830 +2 +3%
DI
768
Disciplined Investments
Oklahoma
$22K +$26.1K +63 New
AWM
769
Accel Wealth Management
Iowa
$20K +$24.1K +58 New
GI
770
Gradient Investments
Minnesota
$19K +$22.8K +55 New
Manulife (Manufacturers Life Insurance)
771
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.1K -$4.39M -10,581 -17%
GWM
772
Geneos Wealth Management
Colorado
$18K -$39K -94 -64%
BWM
773
Baystate Wealth Management
Massachusetts
$18K
CIR
774
Clear Investment Research
Georgia
$18K
MMG
775
Monetary Management Group
Missouri
$18K

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.