Genesis Energy
159 hedge funds and large institutions have $2.93B invested in Genesis Energy in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 38 reducing their positions, and 19 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 38
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
1.29% more ownership
Funds ownership: 58.67% → 59.96% (+1.3%)
5% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 19
0% more capital invested
Capital invested by funds: $2.92B → $2.93B (+$10.3M)
0% more funds holding
Funds holding: 159 → 159 (0)
25% less call options, than puts
Call options by funds: $14.9M | Put options by funds: $20M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$33.7M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$31.8M |
| 3 |
Morgan Stanley
New York
|
+$28.4M |
| 4 |
Goldman Sachs
New York
|
+$26.3M |
| 5 |
CCM
Chickasaw Capital Management
Memphis,
Tennessee
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$15M |
| 2 |
CC
Cannell & Co
New York
|
-$14.9M |
| 3 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$4.64M |
| 4 |
HFA
Harvest Fund Advisors
Wayne,
Pennsylvania
|
-$4.31M |
| 5 |
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
-$4.18M |
GEL Hedge Fund Activity: Q3 2014 in Review
159 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q3 2014, worth a combined $2.93B — up 0.35% from $2.92B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new GEL positions and 19 closed out — a net gain of 1 holder — while 60 added to existing stakes and 38 trimmed.
The largest buyer was ClearBridge Investments, adding an estimated $33.7M. The largest seller was OppenheimerFunds, cutting an estimated $15M.
- 159 institutional investors held Genesis Energy (GEL) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $2.93B of Genesis Energy stock for Q3 2014, up 0.35% quarter-over-quarter.
- 20 funds opened new Genesis Energy positions in Q3 2014 and 19 closed out, a net change of +1 holder.
- The largest Genesis Energy buyer in Q3 2014 was ClearBridge Investments, an estimated $33.7M added.
- The largest Genesis Energy seller in Q3 2014 was OppenheimerFunds, an estimated $15M sold.
Based on aggregated 13F filings for Q3 2014.