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Genesis Energy
GEL

Overview Fund Activity

144 hedge funds and large institutions have $2.52B invested in Genesis Energy in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 58 reducing their positions, and 29 closing their positions.

Holders
144
Holders Change
-15
Holders Change %
-9.43%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
16
Increased
41
Reduced
58
Closed
29
Calls
$8.11M
Puts
$28.6M
Net Calls
-$20.5M
Net Calls Change
-$15.4M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$98.5M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$187M
3
O
3
OppenheimerFunds
New York
$223M
4
AA
4
ALPS Advisors
Colorado
$213M
5
Goldman Sachs
5
Goldman Sachs
New York
$253M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$42.8M
2
NIM
2
NXG Investment Management
Texas
$55.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$11.3M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
CCM
5
Copeland Capital Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BRWM
126
B. Riley Wealth Management
Tennessee
$42K 1,000 -3,280 -77%
MFBTD
127
MB Financial Bank - Trust Department
Illinois
$42K 999 -999 -50%
CA
128
Cumberland Advisors
Florida
$42K 1,000 – –
JFA
129
JNBA Financial Advisors
Minnesota
$42K 1,000 – –
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$35K 825 +586 +245%
CFA
131
Camarda Financial Advisors
Florida
$35K 815 +815 New
FHA
132
First Horizon Advisors
Tennessee
$30K 705 – –
TWA
133
TCI Wealth Advisors
Arizona
$25K 600 – –
DAM
134
Delta Asset Management
Tennessee
$22K 526 – –
WA
135
WFG Advisors
Texas
$21K 486 +6 +1%
ED
136
Exane Derivatives
France
$17.2K 405 +405 New
Cohen & Steers
137
Cohen & Steers
New York
$14K 327 – –
HCC
138
Hirtle Callaghan & Co
Pennsylvania
$14K 340 +340 New
ST
139
SpiderRock Trading
Illinois
– – – –
CFS
140
Commonwealth Financial Services
West Virginia
$12K 272 +272 New
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$8K 200 – –
LNB
142
Ledyard National Bank
$6K 131 – –
RIA
143
Regal Investment Advisors
Michigan
$6K 149 +149 New
FFC
144
First Financial Corp
Indiana
$4K 100 – –
KT
145
Kanaly Trust
Texas
$4K 100 – –
Manulife (Manufacturers Life Insurance)
146
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$112 2,635 +97 +4%
BRWA
147
B. Riley Wealth Advisors
Florida
$66 1,564 +1,564 New
Balyasny Asset Management
148
Balyasny Asset Management
Illinois
– – -208,267 Closed
CCM
149
Copeland Capital Management
Pennsylvania
– – -202,085 Closed
WMSA
150
Weiss Multi-Strategy Advisers
New York
– – -180,000 Closed
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