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Generac Holdings

699 hedge funds and large institutions have $6.66B invested in Generac Holdings in 2023 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 187 increasing their positions, 296 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

14% more capital invested

Capital invested by funds: $5.82B → $6.66B (+$838M)

13% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 122

1% more funds holding

Funds holding: 691699 (+8)

9% less call options, than puts

Call options by funds: $448M | Put options by funds: $493M

1.94% less ownership

Funds ownership: 85.91%83.97% (-1.9%)

37% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 296

Holders
699
Holders Change
+8
Holders Change %
+1.16%
% of All Funds
10.19%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
138
Increased
187
Reduced
296
Closed
122
Calls
$448M
Puts
$493M
Net Calls
-$44.5M
Net Calls Change
+$119M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$888M -$5.39M -49,161 -0.7%
BlackRock
2
BlackRock
New York
$472M -$49.5M -451,315 -11%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$377M +$29.4M +267,840 +10%
State Street
4
State Street
Massachusetts
$284M -$22.7M -206,819 -9%
AI
5
Ariel Investments
Illinois
$280M +$16.7M +152,617 +8%
Brown Advisory
6
Brown Advisory
Maryland
$259M -$9.77M -89,049 -4%
Morgan Stanley
7
Morgan Stanley
New York
$230M +$61.9M +563,875 +46%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$177M -$516K -4,702 -0.3%
Macquarie Group
9
Macquarie Group
Australia
$169M +$5.28M +48,114 +4%
Capital World Investors
10
Capital World Investors
California
$156M +$132M +1,204,788 New
Invesco
11
Invesco
Georgia
$150M -$51.6M -470,366 -29%
Impax Asset Management Group
12
Impax Asset Management Group
United Kingdom
$149M -$1.78M -16,209 -1%
ACH
13
ArrowMark Colorado Holdings
Colorado
$102M +$21.7M +197,471 +33%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$87.1M -$4.64M -42,330 -6%
Charles Schwab
15
Charles Schwab
California
$86M +$1.7M +15,490 +2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$78.9M +$12.7M +115,728 +23%
JP Morgan Chase
17
JP Morgan Chase
New York
$77.3M -$13.5M -123,011 -17%
Northern Trust
18
Northern Trust
Illinois
$76.4M -$9M -82,002 -12%
Luther King Capital Management (LKCM)
19
Luther King Capital Management (LKCM)
Texas
$69.5M -$4.52M -41,204 -7%
Norges Bank
20
Norges Bank
Norway
$67.3M +$1.38M +12,605 +2%
Ninety One (UK)
21
Ninety One (UK)
United Kingdom
$61.6M +$6.16M +56,169 +13%
Wells Fargo
22
Wells Fargo
California
$53.5M -$5.83M -53,147 -11%
BAM
23
Burgundy Asset Management
Ontario, Canada
$53.2M +$10.1M +91,638 +29%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$50.7M +$35M +318,664 +433%
UBS Group
25
UBS Group
Switzerland
$49.5M -$10.7M -97,941 -20%

GNRC Hedge Fund Activity: Q4 2023 in Review

699 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Generac Holdings (GNRC) for Q4 2023, worth a combined $6.66B — up 14% from $5.82B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new GNRC positions and 122 closed out — a net gain of 16 holders — while 187 added to existing stakes and 296 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $132M. The largest seller was Invesco, cutting an estimated $51.6M.

  • 699 institutional investors held Generac Holdings (GNRC) as of Q4 2023, up from 691 in Q3 2023.
  • Funds reported $6.66B of Generac Holdings stock for Q4 2023, up 14% quarter-over-quarter.
  • 138 funds opened new Generac Holdings positions in Q4 2023 and 122 closed out, a net change of +16 holders.
  • The largest Generac Holdings buyer in Q4 2023 was Capital World Investors, an estimated $132M added.
  • The largest Generac Holdings seller in Q4 2023 was Invesco, an estimated $51.6M sold.

Based on aggregated 13F filings for Q4 2023.