Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GENIE ENERGY LTD (GNE)

113 + Investors. Track Smart Money conviction in GNE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
46%

Smart Money Signals — GNE

Based on 114 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
114 hedge funds hold GNE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

51 buying59 selling
Last quarter: 59 funds reduced or exited vs 51 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 23 → 18 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 22% medium ■ 23% new
63 out of 114 hedge funds have held GNE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

19 → 21 → 23 → 18 → 15 new funds/Q
New funds entering each quarter: 21 → 23 → 18 → 15. GNE is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 14% 1-2yr ■ 25% new
Of 114 current holders: 69 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
34 of 114 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GNE

In 2026 Q1, 51 hedge funds were net buyers of GNE (15 opened a new position, 36 added to an existing one), while 59 reduced or exited (44 trimmed, 15 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 32% of total institutional value in GNE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 114.

Hedge Fund Ownership: GNE

How many hedge funds hold GNE — quarterly history vs. share price
Quarterly hedge fund ownership of GNE vs. share price

Market Analysis: GNE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GNE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy GENIE ENERGY LTD (GNE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GNE has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 72d ago
GNE
nan%
XLU
-4.8%

GNE outperformed XLU by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 27d ago
GNE
nan%
XLU
-0.4%

Since the filing became public, GNE outperformed XLU by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 0 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: GNE
113 + Investors

Track Smart Money conviction in GNE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 113 114 -0.88%
13F Shares 10M 10M 1.88%
Total Value $144M $138M 3.83%
New Positions 14 18 -4
Increased Positions 36 33 +3
Closed Positions 15 15 -
Reduced Positions 44 53 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GNE

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Financial Highlights

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Institutional Holders (2026 Q1)

113 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GNE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of GNE — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 KAHN BROTHERS GROUP INC 0.44% 175,011 $2.5M
2 J. Goldman & Co LP 0.36% 880,894 $12.5M
3 Old West Investment Management, LLC 0.25% 160,600 $2.3M
4 Florida Trust Wealth Management Co 0.12% 294,586 $4.2M
5 Americana Partners, LLC 0.06% 171,934 $2.4M
6 VIRTUS ADVISERS, LLC 0.05% 8,316 $118K
7 GSA CAPITAL PARTNERS LLP 0.03% 37,032 —
8 PDT Partners, LLC 0.03% 30,253 $428K
9 MARTINGALE ASSET MANAGEMENT L P 0.02% 56,318 $796K
10 Advocate Investing Services LLC 0.02% 1,499 $21K
11 JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% 187,935 $2.7M
12 RENAISSANCE TECHNOLOGIES LLC 0.01% 502,785 $7.1M
13 Hillsdale Investment Management Inc. 0.01% 25,800 $365K
14 LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% 172,833 $2.4M
15 WINTON GROUP Ltd 0.01% 18,616 $263K
16 BAILARD, INC. 0.01% 19,139 $271K
17 Covestor Ltd 0.01% 571 —
18 Engineers Gate Manager LP 0.00% 28,239 $399K
19 XTX Topco Ltd 0.00% 15,598 $221K
20 Quantinno Capital Management LP 0.00% 153,773 $2.2M
21 ALGERT GLOBAL LLC 0.00% 15,768 —
22 Vise Technologies, Inc. 0.00% 11,542 $159K
23 Versant Capital Management, Inc 0.00% 2,031 $29K
24 Trexquant Investment LP 0.00% 24,097 $341K
25 STRS OHIO 0.00% 39,800 $563K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — GENIE ENERGY LTD (GNE)

What does the Smart Money Trend signal show for GNE?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for GNE?

More sellers than buyers — 46% buying: Last quarter: 59 funds reduced or exited vs 51 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for GNE holders?

Strong quality — 32% AUM from major funds: 34 of 114 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held GNE?

55% of holders stayed for 2+ years: 63 out of 114 hedge funds have held GNE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy GENIE ENERGY LTD (GNE) following the 2026 Q1 hedge fund 13F filings?

As of today, GNE has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.4% for the XLU sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), GNE has gained nan% vs -4.8% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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