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Genesis Energy
GEL

116 hedge funds and large institutions have $744M invested in Genesis Energy in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $2.69M | Put options by funds: $1.65M

52% more capital invested

Capital invested by funds: $488M → $744M (+$256M)

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

5% more funds holding

Funds holding: 111 → 116 (+5)

0.87% more ownership

Funds ownership: 64.11% → 64.98% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

12% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 34

Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
30
Reduced
34
Closed
12
Calls
$2.69M
Puts
$1.65M
Net Calls
+$1.04M
Net Calls Change
+$813K

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$7.94M
2
AA
ALPS Advisors
Colorado
+$6.12M
3
N
Natixis
France
+$5.53M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.74M
5
CCPM
Cooper Creek Partners Management
New York
+$4.15M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.78M
2
First Trust Advisors
First Trust Advisors
Illinois
-$5.43M
3
Invesco
Invesco
Georgia
-$4.74M
4
SCA
Salient Capital Advisors
Texas
-$4.53M
5
JP Morgan Chase
JP Morgan Chase
New York
-$3.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
51
SG Americas Securities
New York
$367K -$138K -18,201 -32%
JMPWA
52
JP Morgan Private Wealth Advisors
California
$360K -$177K -23,353 -38%
SMH
53
Sanders Morris Harris
Texas
$334K – – –
LPL Financial
54
LPL Financial
California
$306K +$88.8K +11,704 +56%
DAC
55
Dividend Assets Capital
South Carolina
$300K -$45.5K -5,999 -16%
RJA
56
Raymond James & Associates
Florida
$292K +$237K +31,248 New
AIA
57
Arrow Investment Advisors
Maryland
$266K -$155K -20,402 -42%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$261K +$212K +28,000 New
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$260K +$13.4K +1,760 +7%
RC
60
Rovin Capital
Arizona
$245K +$83.3K +10,979 +72%
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$244K +$77.6K +10,230 +64%
Barclays
62
Barclays
United Kingdom
$239K -$227K -29,885 -54%
PSP
63
Principal Street Partners
Tennessee
$230K +$33.2K +4,382 +22%
HCM
64
Horrell Capital Management
Arkansas
$205K – – –
LF
65
Lee Financial
Texas
$196K – – –
CS
66
Credit Suisse
Switzerland
$192K -$152K -20,009 -49%
ZA
67
Zazove Associates
Nevada
$191K – – –
Teacher Retirement System of Texas
68
Teacher Retirement System of Texas
Texas
$191K +$2.56K +338 +2%
GC
69
Guggenheim Capital
Illinois
$186K -$2.4K -317 -2%
AFG
70
American Financial Group
Ohio
$186K – – –
FAIM
71
Financial Advocates Investment Management
Washington
$175K – – –
KeyBank National Association
72
KeyBank National Association
Ohio
$175K +$43.4K +5,725 +44%
PFA
73
Pettinga Financial Advisors
Indiana
$164K – – –
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$149K -$1.25K -165 -1%
Neuberger Berman Group
75
Neuberger Berman Group
New York
$149K – – –
1 2
3
4 5

GEL Hedge Fund Activity: Q1 2021 in Review

116 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q1 2021, worth a combined $744M — up 52% from $488M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new GEL positions and 12 closed out — a net gain of 5 holders — while 30 added to existing stakes and 34 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $7.94M. The largest seller was Morgan Stanley, cutting an estimated $9.78M.

  • 116 institutional investors held Genesis Energy (GEL) as of Q1 2021, up from 111 in Q4 2020.
  • Funds reported $744M of Genesis Energy stock for Q1 2021, up 52% quarter-over-quarter.
  • 17 funds opened new Genesis Energy positions in Q1 2021 and 12 closed out, a net change of +5 holders.
  • The largest Genesis Energy buyer in Q1 2021 was Mirae Asset Global Investments, an estimated $7.94M added.
  • The largest Genesis Energy seller in Q1 2021 was Morgan Stanley, an estimated $9.78M sold.

Based on aggregated 13F filings for Q1 2021.