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Genesis Energy
GEL

111 hedge funds and large institutions have $488M invested in Genesis Energy in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

38% more capital invested

Capital invested by funds: $355M → $488M (+$133M)

5% more funds holding

Funds holding: 106 → 111 (+5)

9% more call options, than puts

Call options by funds: $2.82M | Put options by funds: $2.59M

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.06% less ownership

Funds ownership: 64.18% → 64.11% (-0.06%)

41% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 44

Holders
111
Holders Change
+5
Holders Change %
+4.72%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
26
Reduced
44
Closed
8
Calls
$2.82M
Puts
$2.59M
Net Calls
+$228K
Net Calls Change
-$7.59M

Top Buyers

Rank Fund Capital Flow
1
SCA
Salient Capital Advisors
Texas
+$10.8M
2
AA
ALPS Advisors
Colorado
+$3.63M
3
Goldman Sachs
Goldman Sachs
New York
+$1.58M
4
SCM
Springhouse Capital Management
Connecticut
+$1.11M
5
GCP
GSA Capital Partners
United Kingdom
+$829K

Top Sellers

Rank Fund Capital Flow
1
CCM
Chickasaw Capital Management
Tennessee
-$5.04M
2
Morgan Stanley
Morgan Stanley
New York
-$4.63M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.7M
4
Invesco
Invesco
Georgia
-$2.59M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
76
Kovack Advisors
Florida
$79K +$72.1K +12,699 New
Stifel Financial
77
Stifel Financial
Missouri
$76K +$7.5K +1,321 +12%
OAM
78
Oppenheimer Asset Management
New York
$76K +$69.1K +12,164 New
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$74K +$11.4K +2,000 +20%
Osaic Holdings
80
Osaic Holdings
Arizona
$73K -$2.29K -404 -3%
UR
81
USCA RIA
Texas
$72K -$5.68K -1,000 -8%
NA
82
NewEdge Advisors
Louisiana
$68K -$3.08K -543 -5%
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$67K +$61.2K +10,779 New
DTC
84
Davidson Trust Company
Washington
$63K – – –
SFWA
85
Summit Financial Wealth Advisors
Louisiana
$52K – – –
Pacer Advisors
86
Pacer Advisors
Pennsylvania
$40K -$4.59K -808 -11%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$32K +$12.7K +2,235 +77%
BBHC
88
Brown Brothers Harriman & Co
New York
$24K – – –
S
89
SignatureFD
Georgia
$23K – – –
Acadian Asset Management
90
Acadian Asset Management
Massachusetts
$22K +$19.7K +3,468 New
FF
91
FourThought Financial
Florida
$18K +$16.6K +2,922 New
FMP
92
Financial Management Professionals
Texas
$16K – – –
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$14K – – –
MMG
94
Monetary Management Group
Missouri
$12K – – –
BWM
95
BerganKDV Wealth Management
Minnesota
$11K – – –
CG
96
Cutler Group
California
$9K -$71.8K -12,650 -89%
US Bancorp
97
US Bancorp
Minnesota
$9K – – –
FPS
98
Fieldpoint Private Securities
Connecticut
$8K +$6.88K +1,212 New
SPIA
99
Steward Partners Investment Advisory
New York
$7K +$23 +4 +0.3%
QCG
100
Quadrant Capital Group
Ohio
$7K +$3.56K +626 +109%
1 2 3
4
5

GEL Hedge Fund Activity: Q4 2020 in Review

111 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q4 2020, worth a combined $488M — up 38% from $355M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GEL positions and 8 closed out — a net gain of 5 holders — while 26 added to existing stakes and 44 trimmed.

The largest buyer was Salient Capital Advisors, adding an estimated $10.8M. The largest seller was Chickasaw Capital Management, cutting an estimated $5.04M.

  • 111 institutional investors held Genesis Energy (GEL) as of Q4 2020, up from 106 in Q3 2020.
  • Funds reported $488M of Genesis Energy stock for Q4 2020, up 38% quarter-over-quarter.
  • 13 funds opened new Genesis Energy positions in Q4 2020 and 8 closed out, a net change of +5 holders.
  • The largest Genesis Energy buyer in Q4 2020 was Salient Capital Advisors, an estimated $10.8M added.
  • The largest Genesis Energy seller in Q4 2020 was Chickasaw Capital Management, an estimated $5.04M sold.

Based on aggregated 13F filings for Q4 2020.