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Genesis Energy
GEL

Overview Fund Activity

125 hedge funds and large institutions have $827M invested in Genesis Energy in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 14 closing their positions.

Holders
125
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
2.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
34
Reduced
41
Closed
14
Calls
$3.84M
Puts
$1.79M
Net Calls
+$2.05M
Net Calls Change
-$8.65M

Top Buyers

1
TCA
1
Tortoise Capital Advisors
Kansas
$50.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$19.1M
3
CCPM
3
Cooper Creek Partners Management
New York
$19.7M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$55.1M
5
ECM
5
Evergreen Capital Management
Washington
$3.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$8.49M
2
SCA
2
Salient Capital Advisors
Texas
$15.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$103M
4
RA
4
RR Advisors
Texas
$50M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
76
Argent Advisors
Louisiana
$206K -$150K -15,027 -42%
Barclays
77
Barclays
United Kingdom
$204K -$25.1K -2,525 -11%
ZA
78
Zazove Associates
Nevada
$204K – – –
FAIM
79
Financial Advocates Investment Management
Washington
$200K +$13.1K +1,319 +7%
DADC
80
D.A. Davidson & Co
Montana
$190K +$190K +19,053 New
JPMPWA
81
J.P. Morgan Private Wealth Advisors
California
$187K – – –
PFA
82
Pettinga Financial Advisors
Indiana
$175K – – –
KeyBank National Association
83
KeyBank National Association
Ohio
$171K -$3.18K -320 -2%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$159K – – –
CS
85
Credit Suisse
Switzerland
$152K -$37K -3,718 -20%
Luther King Capital Management (LKCM)
86
Luther King Capital Management (LKCM)
Texas
$150K -$10K -1,000 -6%
UB
87
UMB Bank
Missouri
$146K +$6.12K +612 +4%
Simplex Trading
88
Simplex Trading
Illinois
$132K -$20.1K -1,707 -13%
GWM
89
Geneos Wealth Management
Colorado
$132K -$6.79K -675 -5%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$129K +$29.8K +3,000 +30%
TYCC
91
Texas Yale Capital Corp
Florida
$122K -$10K -1,000 -8%
SI
92
Stephens Inc
Arkansas
$120K -$6.58K -662 -5%
SFWA
93
Summit Financial Wealth Advisors
Louisiana
$116K – – –
USCWA
94
U.S. Capital Wealth Advisors
Texas
$115K +$115K +11,550 New
NA
95
NewEdge Advisors
Louisiana
$113K – – –
GC
96
Guggenheim Capital
Illinois
$110K -$85.9K -8,650 -44%
AFG
97
American Financial Group
Ohio
$100K – – –
JWM
98
JFG Wealth Management
Colorado
$99K – – –
Pacer Advisors
99
Pacer Advisors
Pennsylvania
$80K +$1.67K +167 +2%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$69K -$25K -2,500 -27%
2 3
4
5 6