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Genworth Financial

277 hedge funds and large institutions have $1.4B invested in Genworth Financial in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 95 increasing their positions, 98 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $22.3M | Put options by funds: $16.3M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8.13% more ownership

Funds ownership: 59.84%67.96% (+8.1%)

4% more capital invested

Capital invested by funds: $1.34B → $1.4B (+$57.9M)

3% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 98

7% less funds holding

Funds holding: 297277 (-20)

30% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 44

Holders
277
Holders Change
-20
Holders Change %
-6.73%
% of All Funds
6.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
31
Increased
95
Reduced
98
Closed
44
Calls
$22.3M
Puts
$16.3M
Net Calls
+$5.97M
Net Calls Change
+$5.06M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
226
STRS Ohio
Ohio
$51K +$47.7K +12,400 New
LNWWM
227
Laird Norton Wetherby Wealth Management
California
$50K +$119 +31 +0.3%
DWT
228
Dorsey & Whitney Trust
South Dakota
$49K -$6.96K -1,808 -13%
BTS
229
BB&T Securities
Virginia
$48K +$44.9K +11,664 New
SC
230
Savant Capital
Illinois
$47K
BA
231
Boston Advisors
Massachusetts
$45K
ZCA
232
Zeke Capital Advisors
Pennsylvania
$45K +$41.9K +10,886 New
BRWA
233
B. Riley Wealth Advisors
Florida
$44K +$40.4K +10,500 New
SFS
234
Sowell Financial Services
Arkansas
$44K +$46.3K +12,029 New
WCBA
235
Weaver C. Barksdale & Associates
Tennessee
$43K -$4.95K -1,285 -11%
AP
236
Advisor Partners
California
$43K +$1.11K +288 +3%
IH
237
IFC Holdings
Florida
$41K
LW
238
Linscomb Wealth
Texas
$41K
Nisa Investment Advisors
239
Nisa Investment Advisors
Missouri
$32K -$9.39K -2,440 -24%
IA
240
IFP Advisors
Florida
$27K
MAM
241
Meeder Asset Management
Ohio
$22K +$1.32K +342 +7%
AG
242
Advisor Group
Arizona
$21K +$1.93K +500 +11%
WT
243
Whittier Trust
California
$19K +$17.5K +4,550 New
HCM
244
Highlander Capital Management
New Jersey
$17K -$9.63K -2,500 -37%
WA
245
WFG Advisors
Texas
$16K
QCG
246
Quadrant Capital Group
Ohio
$15K -$1.81K -470 -11%
AOWM
247
Alpha Omega Wealth Management
Virginia
$14K
Envestnet Asset Management
248
Envestnet Asset Management
Illinois
$13K
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$12K
RA
250
Rational Advisors
New York
$11K -$55.1K -14,300 -84%

GNW Hedge Fund Activity: Q1 2017 in Review

277 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Genworth Financial (GNW) for Q1 2017, worth a combined $1.4B — up 4.3% from $1.34B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of GNW and 31 opened new positions — a net loss of 13 holders — while 98 trimmed existing stakes and 95 added.

The largest buyer was BlackRock, adding an estimated $186M. The largest seller was Solus Alternative Asset Management, exiting entirely with an estimated $39.1M sold.

  • 277 institutional investors held Genworth Financial (GNW) as of Q1 2017, down from 297 in Q4 2016.
  • Funds reported $1.4B of Genworth Financial stock for Q1 2017, up 4.3% quarter-over-quarter.
  • 31 funds opened new Genworth Financial positions in Q1 2017 and 44 closed out, a net change of -13 holders.
  • The largest Genworth Financial buyer in Q1 2017 was BlackRock, an estimated $186M added.
  • The largest Genworth Financial seller in Q1 2017 was Solus Alternative Asset Management, an estimated $39.1M sold.

Based on aggregated 13F filings for Q1 2017.