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Genesis Energy
GEL

126 hedge funds and large institutions have $975M invested in Genesis Energy in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more call options, than puts

Call options by funds: $13.4M | Put options by funds: $2.75M

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

31% more capital invested

Capital invested by funds: $744M → $975M (+$231M)

9% more funds holding

Funds holding: 116 → 126 (+10)

1.91% more ownership

Funds ownership: 64.98% → 66.88% (+1.9%)

25% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 40

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% of All Funds
2.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
20
Increased
30
Reduced
40
Closed
10
Calls
$13.4M
Puts
$2.75M
Net Calls
+$10.7M
Net Calls Change
+$9.65M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$12.6M
2
EGA
Eagle Global Advisors
Texas
+$9.66M
3
Goldman Sachs
Goldman Sachs
New York
+$7.81M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$7.53M
5
Jennison Associates
Jennison Associates
New York
+$4.1M

Top Sellers

1
SCA
Salient Capital Advisors
Texas
-$10.3M
2
Morgan Stanley
Morgan Stanley
New York
-$4.42M
3
CCM
Chickasaw Capital Management
Tennessee
-$3.26M
4
IECM
Intrinsic Edge Capital Management
Illinois
-$2.8M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$2.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
76
Credit Suisse
Switzerland
$209K -$15.2K -1,501 -7%
HT
77
HighTower Trust
Texas
$209K +$182K +18,000 New
SSG
78
Summit Securities Group
New York
$207K +$180K +17,800 New
KeyBank National Association
79
KeyBank National Association
Ohio
$203K -$12.6K -1,248 -7%
PFA
80
Pettinga Financial Advisors
Indiana
$203K – – –
PI
81
PEAK6 Investments
Illinois
$192K +$167K +16,558 New
Neuberger Berman Group
82
Neuberger Berman Group
New York
$186K – – –
Luther King Capital Management (LKCM)
83
Luther King Capital Management (LKCM)
Texas
$186K +$10.1K +1,000 +7%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$185K – – –
CAM
85
Cresset Asset Management
Illinois
$174K +$151K +15,000 New
Osaic Holdings
86
Osaic Holdings
Arizona
$169K +$5.71K +566 +4%
GWM
87
Geneos Wealth Management
Colorado
$165K +$252 +25 +0.2%
UB
88
UMB Bank
Missouri
$163K – – –
TYCC
89
Texas Yale Capital Corp
Florida
$153K – – –
Simplex Trading
90
Simplex Trading
Illinois
$150K -$21.5K -2,126 -14%
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$149K +$130K +12,846 New
SI
92
Stephens Inc
Arkansas
$148K -$8.59K -851 -6%
CG
93
Cutler Group
California
$137K +$89.8K +8,900 +303%
SFWA
94
Summit Financial Wealth Advisors
Louisiana
$135K – – –
UR
95
USCA RIA
Texas
$134K -$505 -50 -0.4%
Fisher Asset Management
96
Fisher Asset Management
Washington
$132K +$114K +11,328 New
NA
97
NewEdge Advisors
Louisiana
$131K +$3.53K +350 +3%
AFG
98
American Financial Group
Ohio
$116K -$101K -10,000 -50%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$116K – – –
JWM
100
JFG Wealth Management
Colorado
$116K +$101K +10,000 New
2 3
4
5 6

GEL Hedge Fund Activity: Q2 2021 in Review

126 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q2 2021, worth a combined $975M — up 31% from $744M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new GEL positions and 10 closed out — a net gain of 10 holders — while 30 added to existing stakes and 40 trimmed.

The largest buyer was UBS Group, adding an estimated $12.6M. The largest seller was Salient Capital Advisors, cutting an estimated $10.3M.

  • 126 institutional investors held Genesis Energy (GEL) as of Q2 2021, up from 116 in Q1 2021.
  • Funds reported $975M of Genesis Energy stock for Q2 2021, up 31% quarter-over-quarter.
  • 20 funds opened new Genesis Energy positions in Q2 2021 and 10 closed out, a net change of +10 holders.
  • The largest Genesis Energy buyer in Q2 2021 was UBS Group, an estimated $12.6M added.
  • The largest Genesis Energy seller in Q2 2021 was Salient Capital Advisors, an estimated $10.3M sold.

Based on aggregated 13F filings for Q2 2021.