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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
Luther King Capital Management (LKCM)
76
Luther King Capital Management (LKCM)
Texas
$140K – – –
Simplex Trading
77
Simplex Trading
Illinois
$140K +$114K +15,057 New
Osaic Holdings
78
Osaic Holdings
Arizona
$132K +$18.3K +2,415 +21%
UB
79
UMB Bank
Missouri
$131K – – –
SI
80
Stephens Inc
Arkansas
$127K -$13.2K -1,745 -11%
GWM
81
Geneos Wealth Management
Colorado
$126K – – –
TYCC
82
Texas Yale Capital Corp
Florida
$123K – – –
UR
83
USCA RIA
Texas
$108K – – –
NA
84
NewEdge Advisors
Louisiana
$102K – – –
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$96K -$24.3K -3,200 -24%
SFS
86
Sowell Financial Services
Arkansas
$96K +$76.4K +10,072 +6,715%
DTC
87
Davidson Trust Company
Washington
$94K – – –
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$94K +$76.2K +10,039 New
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$93K -$15.2K -2,000 -17%
TRCT
90
Tower Research Capital (TRC)
New York
$75K +$57.8K +7,622 +1,925%
SFWA
91
Summit Financial Wealth Advisors
Louisiana
$72K – – –
Pacer Advisors
92
Pacer Advisors
Pennsylvania
$66K +$5.34K +704 +11%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$48K – – –
S
94
SignatureFD
Georgia
$47K +$10.4K +1,375 +37%
SWM
95
Spire Wealth Management
Virginia
$31K +$25.6K +3,372 New
FF
96
FourThought Financial
Florida
$27K – – –
CG
97
Cutler Group
California
$27K +$10.5K +1,390 +90%
FMP
98
Financial Management Professionals
Texas
$24K – – –
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$22K – – –
MMG
100
Monetary Management Group
Missouri
$18K – – –
2 3
4
5 6

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.