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TGEN

Tecogen Inc

23 hedge funds and large institutions have $8.57M invested in Tecogen Inc in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 2523 (-2)

10% less capital invested

Capital invested by funds: $9.51M → $8.57M (-$949K)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
Bard Associates
Illinois
$1.6M +$65.3K +27,350 +4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.33M -$233K -97,621 -13%
CHAM
3
Clear Harbor Asset Management
Connecticut
$1.32M +$33.8K +14,150 +2%
EIM
4
Essex Investment Management
Massachusetts
$1.06M -$19.5K -8,188 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$850K -$170K -71,115 -15%
TAM
6
THB Asset Management
Connecticut
$745K -$25.7K -10,767 -3%
HIM
7
Herald Investment Management
United Kingdom
$690K
PFO
8
Pathstone Family Office
New Jersey
$397K
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$132K
BlackRock
10
BlackRock
New York
$118K -$923 -387 -0.7%
GI
11
GAMCO Investors
Connecticut
$98K
FCI
12
Financial Counselors Inc
Kansas
$68K +$11.9K +5,000 +19%
PCM
13
Parsons Capital Management
Rhode Island
$52K
BBA
14
BLB&B Advisors
Pennsylvania
$49K
Charles Schwab
15
Charles Schwab
California
$25K
RE
16
RBC Europe
United Kingdom
$19.5K
Bank of America
17
Bank of America
North Carolina
$15K +$13.1K +5,476 +364%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$2K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1K -$50 -21 -5%
UBS Group
20
UBS Group
Switzerland
$1K +$1.64K +688 +68,800%
Deutsche Bank
21
Deutsche Bank
Germany
$1K +$2.05K +859 New
Citadel Advisors
22
Citadel Advisors
Florida
-$25K -10,445 Closed
Victory Capital Management
23
Victory Capital Management
Texas
-$5K -2,083 Closed
Barclays
24
Barclays
United Kingdom
-$57 -24 -33%

TGEN Hedge Fund Activity: Q4 2019 in Review

23 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Tecogen Inc (TGEN) for Q4 2019, worth a combined $8.57M — down 10% from $9.51M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of TGEN and 1 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 5 added.

The largest buyer was Bard Associates, adding an estimated $65.3K. The largest seller was Wellington Management Group, cutting an estimated $233K.

  • 23 institutional investors held Tecogen Inc (TGEN) as of Q4 2019, down from 25 in Q3 2019.
  • Funds reported $8.57M of Tecogen Inc stock for Q4 2019, down 10% quarter-over-quarter.
  • 1 fund opened new Tecogen Inc positions in Q4 2019 and 3 closed out, a net change of -2 holders.
  • The largest Tecogen Inc buyer in Q4 2019 was Bard Associates, an estimated $65.3K added.
  • The largest Tecogen Inc seller in Q4 2019 was Wellington Management Group, an estimated $233K sold.

Based on aggregated 13F filings for Q4 2019.