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TGEN

Tecogen Inc

23 hedge funds and large institutions have $3.33M invested in Tecogen Inc in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

0% more funds holding

Funds holding: 2323 (0)

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

61% less capital invested

Capital invested by funds: $8.57M → $3.33M (-$5.23M)

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
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
$713K +$27.1K +14,527 +2%
CHAM
2
Clear Harbor Asset Management
Connecticut
$561K -$33.8K -18,100 -3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$527K -$111K -59,387 -9%
EIM
4
Essex Investment Management
Massachusetts
$402K -$127K -68,279 -14%
TAM
5
THB Asset Management
Connecticut
$307K -$38.3K -20,531 -6%
HIM
6
Herald Investment Management
United Kingdom
$298K
Vanguard Group
7
Vanguard Group
Pennsylvania
$268K -$211K -113,002 -28%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$58K
BlackRock
9
BlackRock
New York
$50K -$3.27K -1,752 -3%
GI
10
GAMCO Investors
Connecticut
$43K
FCI
11
Financial Counselors Inc
Kansas
$30K
PCM
12
Parsons Capital Management
Rhode Island
$23K
PFO
13
Pathstone Family Office
New Jersey
$17K
BBA
14
BLB&B Advisors
Pennsylvania
$11K -$21.5K -11,500 -50%
Charles Schwab
15
Charles Schwab
California
$11K
RE
16
RBC Europe
United Kingdom
$8.56K
Victory Capital Management
17
Victory Capital Management
Texas
$4K +$9.32K +4,992 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1K +$696 +373 +102%
UBS Group
19
UBS Group
Switzerland
$1K +$825 +442 +64%
Osaic Holdings
20
Osaic Holdings
Arizona
$1K +$1.87K +1,000 New
Bank of America
21
Bank of America
North Carolina
-$15K -6,982 Closed
Deutsche Bank
22
Deutsche Bank
Germany
-$1K -859 Closed
TRCT
23
Tower Research Capital (TRC)
New York
+$69 +37 New
Wells Fargo
24
Wells Fargo
California
+$192 +103 New

TGEN Hedge Fund Activity: Q1 2020 in Review

23 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Tecogen Inc (TGEN) for Q1 2020, worth a combined $3.33M — down 61% from $8.57M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new TGEN positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 7 trimmed.

The largest buyer was Bard Associates, adding an estimated $27.1K. The largest seller was Vanguard Group, cutting an estimated $211K.

  • 23 institutional investors held Tecogen Inc (TGEN) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $3.33M of Tecogen Inc stock for Q1 2020, down 61% quarter-over-quarter.
  • 4 funds opened new Tecogen Inc positions in Q1 2020 and 3 closed out, a net change of +1 holder.
  • The largest Tecogen Inc buyer in Q1 2020 was Bard Associates, an estimated $27.1K added.
  • The largest Tecogen Inc seller in Q1 2020 was Vanguard Group, an estimated $211K sold.

Based on aggregated 13F filings for Q1 2020.