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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
RG
801
Retirement Group
California
$6K
TFO
802
Tarbox Family Office
California
$6K +$415 +1 +6%
CWM
803
Curi Wealth Management
North Carolina
$6K +$7.47K +18 New
FCMA
804
Foresight Capital Management Advisors
Michigan
$6K +$7.47K +18 New
AAP
805
Arax Advisory Partners
Colorado
$5K -$2.9K -7 -35%
FMP
806
Financial Management Professionals
Texas
$5K -$1.66K -4 -21%
MPWT
807
MassMutual Private Wealth & Trust
Connecticut
$5K -$415 -1 -7%
HIA
808
Harbor Investment Advisory
Maryland
$5K
CA
809
Clearstead Advisors
Ohio
$5K +$3.32K +8 +160%
KFS
810
Kelly Financial Services
Massachusetts
$4.58K
TAM
811
Tucker Asset Management
Colorado
$4.24K
AWM
812
Atticus Wealth Management
Florida
$4K -$112K -269 -96%
PFBT
813
Parkside Financial Bank & Trust
Missouri
$4K -$415 -1 -8%
BC
814
Burleson & Co
California
$4K
VCM
815
Versant Capital Management
Arizona
$4K +$415 +1 +10%
AIM
816
AHL Investment Management
Florida
$4K +$4.15K +10 New
FA
817
Fortis Advisors
Pennsylvania
$4K +$4.15K +10 New
MHR
818
Matthew Hamilton Rosenberg
$4K +$4.15K +10 New
JWA
819
JFS Wealth Advisors
Pennsylvania
$4K +$4.56K +11 New
SC
820
Schubert & Co
Texas
$4K +$4.56K +11 New
CI Investments Inc
821
CI Investments Inc
Ontario, Canada
$3K -$1.31M -3,165 -100%
BWS
822
BCR Wealth Strategies
Alabama
$3K +$3.32K +8 New
CFCI
823
Comprehensive Financial Consultants Institutional
Indiana
$3K +$4.56K +11 New
EBA
824
Eagle Bay Advisors
New York
$2K -$2.07K -5 -50%
JWM
825
Janiczek Wealth Management
Colorado
$2K -$415 -1 -13%

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.