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Genesis Energy
GEL

Overview Fund Activity

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.

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
1
Mirae Asset Global Investments
South Korea
$47.4M
2
AA
2
ALPS Advisors
Colorado
$136M
3
N
3
Natixis
France
$6.7M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$9.89M
5
CCPM
5
Cooper Creek Partners Management
New York
$5.11M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.1M
2
Invesco
2
Invesco
Georgia
$137M
3
SCA
3
Salient Capital Advisors
Texas
$36.7M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$104M
Name Market Value Shares Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
76
Luther King Capital Management (LKCM)
Texas
$140K 15,000 – –
Simplex Trading
77
Simplex Trading
Illinois
$140K 15,057 +15,057 New
Osaic Holdings
78
Osaic Holdings
Arizona
$132K 14,057 +2,415 +21%
UB
79
UMB Bank
Missouri
$131K 14,000 – –
SI
80
Stephens Inc
Arkansas
$127K 13,595 -1,745 -11%
GWM
81
Geneos Wealth Management
Colorado
$126K 13,778 – –
TYCC
82
Texas Yale Capital Corp
Florida
$123K 13,200 – –
UR
83
USCA RIA
Texas
$108K 11,600 – –
NA
84
NewEdge Advisors
Louisiana
$102K 10,948 – –
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$96K 10,200 -3,200 -24%
SFS
86
Sowell Financial Services
Arkansas
$96K 10,222 +10,072 +6,715%
DTC
87
Davidson Trust Company
Washington
$94K 10,164 – –
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$94K 10,039 +10,039 New
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$93K 10,000 -2,000 -17%
TRCT
90
Tower Research Capital (TRC)
New York
$75K 8,018 +7,622 +1,925%
SFWA
91
Summit Financial Wealth Advisors
Louisiana
$72K 11,613 – –
Pacer Advisors
92
Pacer Advisors
Pennsylvania
$66K 7,069 +704 +11%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$48K 5,154 – –
S
94
SignatureFD
Georgia
$47K 5,075 +1,375 +37%
SWM
95
Spire Wealth Management
Virginia
$31K 3,372 +3,372 New
FF
96
FourThought Financial
Florida
$27K 2,922 – –
CG
97
Cutler Group
California
$27K 2,940 +1,390 +90%
FMP
98
Financial Management Professionals
Texas
$24K 2,600 – –
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$22K 2,321 – –
MMG
100
Monetary Management Group
Missouri
$18K 1,970 – –
2 3
4
5 6