Tecogen Inc New (TGEN) Hedge Fund Ownership (Q2 2026)

Tecogen Inc New (TGEN)

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

Smart Money Signals — TGEN

Based on 69 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added TGEN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (97% of max)

97% of all-time peak

69 hedge funds hold TGEN 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.

🚀

Fast accumulation — +130% more funds vs a year ago

fund count last 6Q

+39 new funds entered over the past year (+130% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 58% buying

40 buying29 selling

Last quarter: 40 funds bought or added vs 29 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter

Funds opening a new TGEN position: 43 → 17 → 14 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 48% entered in last year

■ 16% conviction (2yr+) ■ 36% medium ■ 48% new

Only 11 funds (16%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💰

Value +161% but shares only +28% — price-driven

Value

+160%

+28%

Last quarter: the total dollar value of institutional holdings rose +161%, but actual share count only changed +28%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📊

Peak discovery — momentum slowing

29 → 43 → 17 → 14 → 21 new funds/Q

New funds entering each quarter: 43 → 17 → 14 → 21. TGEN is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🌱

Early stage — 82% of holders entered in last year

■ 17% veterans ■ 1% 1-2yr ■ 82% new

Of 76 current holders: 62 (82%) entered in the past year, only 13 (17%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds

17 of 68 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	68	60	13.33%
13F Shares	11M	9M	28.19%
Total Value	$56M	$21M	160.69%
New Positions	21	14	+7
Increased Positions	19	15	+4
Closed Positions	12	22	-10
Reduced Positions	14	19	-5
Total Calls	5	3	66.67%
Total Puts	3	3	-
PUT/CALL Ratio	0.6	1.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

13.33%

13F Shares

11M

28.19%

Total Value

$56M

$21M

160.69%

New Positions

Increased Positions

Closed Positions

-10

Reduced Positions

-5

Total Calls

66.67%

Total Puts

PUT/CALL Ratio

0.6

1.0

Bullish

Institutional Holders (2026 Q2)

68 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 TGEN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Gratia Capital, LLC	1.23%	388,660	$2.0M
2	Bard Associates Inc	0.79%	682,221	$3.6M
3	Meros Investment Management, LP	0.59%	353,487	$1.8M
4	Palisades Investment Partners, LLC	0.48%	323,090	$1.7M
5	Thompson Davis & CO., INC.	0.45%	144,840	$756K
6	Portolan Capital Management, LLC	0.30%	1,551,113	$8.1M
7	HERALD INVESTMENT MANAGEMENT Ltd	0.30%	420,000	$2.2M
8	Clear Harbor Asset Management, LLC	0.21%	650,000	$3.4M
9	Huntleigh Advisors, Inc.	0.16%	220,074	$1.1M
10	Arosa Capital Management LP	0.12%	125,000	$652K
11	Apis Capital Advisors, LLC	0.06%	112,000	$585K
12	Heartland Advisors Inc	0.04%	182,100	$951K
13	Diametric Capital, LP	0.04%	66,326	$346K
14	Corsair Capital Management, L.P.	0.04%	55,017	$287K
15	PFG Investments, LLC	0.01%	62,523	$326K
16	Crewe Advisors LLC	0.01%	23,000	$120K
17	Peak6 LLC	0.01%	471,900	$2.5M
18	Persistent Asset Partners Ltd	0.00%	2,271	$12K
19	Bridgeway Capital Management, LLC	0.00%	33,048	$173K
20	Integrated Wealth Concepts LLC	0.00%	112,080	$585K
21	Gendell Jeffrey L	0.00%	49,823	$260K
22	XTX Topco Ltd	0.00%	32,411	$169K
23	Gamco Investors, INC. Et Al	0.00%	40,000	$209K
24	Centiva Capital, LP	0.00%	27,528	$144K
25	New York State Common Retirement Fund	0.00%	137,200	$716K

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 — Tecogen Inc New (TGEN)

What does the Smart Money Trend signal show for TGEN?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added TGEN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TGEN?

Slight buying edge — 58% buying: Last quarter: 40 funds bought or added vs 29 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TGEN holders?

Smaller funds dominant — 17% AUM from top-100: 17 of 68 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TGEN?

Mostly new holders — 48% entered in last year: Only 11 funds (16%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.

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Tecogen Inc New (TGEN)

Smart Money Signals — TGEN

Buying streak — 1 quarter in a row

At the ownership peak (97% of max)

Fast accumulation — +130% more funds vs a year ago

Slight buying edge — 58% buying

More new buyers each quarter (+7 vs last Q)

Mostly new holders — 48% entered in last year

Value +161% but shares only +28% — price-driven

Peak discovery — momentum slowing

Early stage — 82% of holders entered in last year

Smaller funds dominant — 17% AUM from top-100

Institutional Sentiment Summary — TGEN

Hedge Fund Ownership: TGEN

Market Analysis: TGEN

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TGEN

Hedge Fund Positioning: TGEN

Statistics: TGEN

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Tecogen Inc New (TGEN)

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