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Genesis Energy
GEL

Overview Fund Activity

114 hedge funds and large institutions have $325M invested in Genesis Energy in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 40 reducing their positions, and 35 closing their positions.

Holders
114
Holders Change
-20
Holders Change %
-14.93%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
29
Reduced
40
Closed
35
Calls
$1.56M
Puts
$27.5M
Net Calls
-$26M
Net Calls Change
+$664K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$18.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$14.2M
3
SG Americas Securities
3
SG Americas Securities
New York
$6.89M
4
Invesco
4
Invesco
Georgia
$74.9M
5
AA
5
ALPS Advisors
Colorado
$55.1M

Top Sellers

1
NIM
1
NXG Investment Management
Texas
$0
2
ClearBridge Investments
2
ClearBridge Investments
New York
$22.1M
3
SCA
3
Salient Capital Advisors
Texas
$133K
4
Goldman Sachs
4
Goldman Sachs
New York
$4.09M
5
TCA
5
Tortoise Capital Advisors
Kansas
$7.41M
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
101
BerganKDV Wealth Management
Minnesota
$7K 1,700 – –
EFSCE
102
Enterprise Financial Services Corp (EFSC)
Missouri
$6K 1,517 – –
JFA
103
JNBA Financial Advisors
Minnesota
$4K 1,000 – –
SF
104
Synovus Financial
Georgia
$4K 1,104 +1,104 New
MCM
105
McMillion Capital Management
North Carolina
$3K 700 – –
MF
106
Manchester Financial
California
$3K 750 – –
VFA
107
Valeo Financial Advisors
Indiana
$2K 500 – –
CFG
108
Citizens Financial Group
Rhode Island
$2K 389 +389 New
IA
109
IFP Advisors
Florida
$1K 360 -750 -68%
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$392 100 – –
NIM
111
NXG Investment Management
Texas
– – -1,214,376 Closed
SOAMC
112
Spirit of America Management Corp
New York
– – -211,782 Closed
NCM
113
Novare Capital Management
North Carolina
– – -98,099 Closed
JPMPWA
114
J.P. Morgan Private Wealth Advisors
California
– – -39,603 Closed
FWIA
115
Fort Washington Investment Advisors
Ohio
– – -36,360 Closed
William Blair & Company
116
William Blair & Company
Illinois
– – -34,034 Closed
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
– – -22,277 Closed
Stifel Financial
118
Stifel Financial
Missouri
– – -20,355 Closed
AIA
119
Arrow Investment Advisors
Maryland
– – -20,320 Closed
HT
120
HighTower Trust
Texas
– – -18,000 Closed
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
– – -16,122 Closed
SMH
122
Sanders Morris Harris
Texas
$0 46,200 -13,900 -23%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
– – -12,599 Closed
SFG
124
SNS Financial Group
Minnesota
– – -11,700 Closed
HF
125
HRT Financial
New York
– – -11,392 Closed
3 4
5
6 7