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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
BWM
101
BerganKDV Wealth Management
Minnesota
$16K – – –
US Bancorp
102
US Bancorp
Minnesota
$15K +$994 +131 +9%
SPIA
103
Steward Partners Investment Advisory
New York
$13.9K +$2.34K +309 +26%
HI
104
Harbour Investments
Wisconsin
$12K +$9.86K +1,300 New
JFA
105
JNBA Financial Advisors
Minnesota
$9K – – –
FPS
106
Fieldpoint Private Securities
Connecticut
$8K -$2.59K -342 -28%
QCG
107
Quadrant Capital Group
Ohio
$8K -$2.4K -316 -26%
MF
108
Manchester Financial
California
$7K – – –
CFB
109
Cullen/Frost Bankers
Texas
$7K +$5.69K +750 New
VFA
110
Valeo Financial Advisors
Indiana
$5K – – –
AIC
111
Ameritas Investment Company
Nebraska
$4.67K +$3.79K +500 New
APA
112
American Portfolios Advisors
New York
$2.34K – – –
BBHC
113
Brown Brothers Harriman & Co
New York
$37 – – –
First Trust Advisors
114
First Trust Advisors
Illinois
– -$5.43M -873,852 Closed
MIM
115
MetLife Investment Management
New Jersey
– -$1.82M -293,256 Closed
EM
116
ELCO Management
New York
– -$349K -56,155 Closed
Deutsche Bank
117
Deutsche Bank
Germany
– -$203K -32,730 Closed
Walleye Capital
118
Walleye Capital
New York
– -$119 -19,199 Closed
KA
119
Kovack Advisors
Florida
– -$79K -12,699 Closed
Stifel Financial
120
Stifel Financial
Missouri
– -$76K -12,232 Closed
OAM
121
Oppenheimer Asset Management
New York
– -$76K -12,164 Closed
WAP
122
Wealthcare Advisory Partners
Pennsylvania
– -$67K -10,779 Closed
Acadian Asset Management
123
Acadian Asset Management
Massachusetts
– -$22K -3,468 Closed
ASN
124
Advisory Services Network
Georgia
– -$3K -505 Closed
IA
125
IFP Advisors
Florida
– -$379 -50 -50%
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.