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Genesis Energy
GEL

158 hedge funds and large institutions have $2.69B invested in Genesis Energy in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $8.65M | Put options by funds: $2.83M

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

22% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 46

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

5% more funds holding

Funds holding: 151 → 158 (+7)

1.65% more ownership

Funds ownership: 55.85% → 57.5% (+1.7%)

70% less capital invested

Capital invested by funds: $8.93B → $2.69B (-$6.24B)

Holders
158
Holders Change
+7
Holders Change %
+4.64%
% of All Funds
4.59%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
18
Increased
56
Reduced
46
Closed
10
Calls
$8.65M
Puts
$2.83M
Net Calls
+$5.82M
Net Calls Change
+$668K

Top Buyers

Rank Fund Capital Flow
1
AA
ALPS Advisors
Colorado
+$25.1M
2
Citigroup
Citigroup
New York
+$16.9M
3
U
UBS
Switzerland
+$14.1M
4
Goldman Sachs
Goldman Sachs
New York
+$14M
5
TCA
Tortoise Capital Advisors
Kansas
+$13.7M

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$14.3M
2
Morgan Stanley
Morgan Stanley
New York
-$12.6M
3
PG
PEAK6 Group
Illinois
-$7.3M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$3.38M
5
Wells Fargo
Wells Fargo
California
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$18.9M +$5.47M +108,000 +43%
IG
27
ING Group
Netherlands
$18M -$760K -15,000 -4%
AAM
28
Advisors Asset Management
Colorado
$17.3M -$1.43M -28,281 -8%
Nomura Asset Management
29
Nomura Asset Management
Japan
$16M +$107K +2,120 +0.7%
Bank of America
30
Bank of America
North Carolina
$15.7M +$773K +15,256 +5%
Deutsche Bank
31
Deutsche Bank
Germany
$14.8M -$2.18M -43,113 -13%
HighTower Advisors
32
HighTower Advisors
Illinois
$14.7M -$58.7K -1,158 -0.4%
Wells Fargo
33
Wells Fargo
California
$14.5M -$2.22M -43,910 -14%
BA
34
BlackRock Advisors
Delaware
$13.6M -$151K -2,984 -1%
SC
35
Selz Capital
New York
$13.1M – – –
HCM
36
Horrell Capital Management
Arkansas
$12.5M – – –
CVSCT
37
C.V. Starr & Co Trust
New York
$12.1M +$507K +10,000 +5%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$11.9M +$1.37M +27,113 +14%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$11.5M +$375K +7,400 +4%
TS
40
Third Security
Virginia
$11.4M – – –
NC
41
NBW Capital
Massachusetts
$9.92M -$912K -18,014 -9%
CCM
42
Copeland Capital Management
Pennsylvania
$9.75M +$980K +19,352 +12%
RJA
43
Raymond James & Associates
Florida
$9.25M -$151K -2,977 -2%
LTI
44
Laffer Tengler Investments
Tennessee
$7.88M +$7.6M +149,947 New
GA
45
Geneva Advisors
Illinois
$7.06M +$193K +3,815 +3%
TYCC
46
Texas Yale Capital Corp
Florida
$7.02M +$322K +6,350 +5%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$7.01M -$3.38M -66,667 -33%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$6.37M -$647K -12,770 -10%
PH
49
Pinnacle Holdings
Oklahoma
$6.15M -$185K -3,651 -3%
1IC
50
1919 Investment Counsel
Maryland
$5.27M – – –
1
2
3 4 5

GEL Hedge Fund Activity: Q4 2013 in Review

158 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q4 2013, worth a combined $2.69B — down 70% from $8.93B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new GEL positions and 10 closed out — a net gain of 8 holders — while 56 added to existing stakes and 46 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $25.1M. The largest seller was Credit Suisse, cutting an estimated $14.3M.

  • 158 institutional investors held Genesis Energy (GEL) as of Q4 2013, up from 151 in Q3 2013.
  • Funds reported $2.69B of Genesis Energy stock for Q4 2013, down 70% quarter-over-quarter.
  • 18 funds opened new Genesis Energy positions in Q4 2013 and 10 closed out, a net change of +8 holders.
  • The largest Genesis Energy buyer in Q4 2013 was ALPS Advisors, an estimated $25.1M added.
  • The largest Genesis Energy seller in Q4 2013 was Credit Suisse, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2013.