Generac Holdings
GNRC
235 hedge funds and large institutions have $3.74B invested in Generac Holdings in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 85 reducing their positions, and 41 closing their positions.
0% more capital invested
Capital invested by funds: $3.73B → $3.74B (+$11.9M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 85
4.51% less ownership
Funds ownership: 116.01% → 111.5% (-4.5%)
5% less funds holding
Funds holding: 248 → 235 (-13)
17% less call options, than puts
Call options by funds: $20.5M | Put options by funds: $24.7M
24% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$166M |
| 2 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
+$122M |
| 3 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
+$21.8M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$17M |
| 5 |
BCA
Bernzott Capital Advisors
Camarillo,
California
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$112M |
| 2 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
-$94.3M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$67.1M |
| 4 |
SI
Scout Investments
Kansas City,
Missouri
|
-$53.4M |
| 5 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$34.7M |
GNRC Hedge Fund Activity: Q1 2015 in Review
235 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Generac Holdings (GNRC) for Q1 2015, worth a combined $3.74B — up 0.32% from $3.73B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of GNRC and 31 opened new positions — a net loss of 10 holders — while 85 trimmed existing stakes and 81 added.
The largest buyer was Capital Research Global Investors, adding an estimated $166M. The largest seller was Fidelity Investments, cutting an estimated $112M.
- 235 institutional investors held Generac Holdings (GNRC) as of Q1 2015, down from 248 in Q4 2014.
- Funds reported $3.74B of Generac Holdings stock for Q1 2015, up 0.32% quarter-over-quarter.
- 31 funds opened new Generac Holdings positions in Q1 2015 and 41 closed out, a net change of -10 holders.
- The largest Generac Holdings buyer in Q1 2015 was Capital Research Global Investors, an estimated $166M added.
- The largest Generac Holdings seller in Q1 2015 was Fidelity Investments, an estimated $112M sold.
Based on aggregated 13F filings for Q1 2015.