Genesis Energy
154 hedge funds and large institutions have $2.81B invested in Genesis Energy in 2015 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 53 reducing their positions, and 12 closing their positions.
301% more call options, than puts
Call options by funds: $5.44M | Put options by funds: $1.35M
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
92% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 12
12% more capital invested
Capital invested by funds: $2.52B → $2.81B (+$296M)
7% more funds holding
Funds holding: 144 → 154 (+10)
0.59% less ownership
Funds ownership: 63.54% → 62.94% (-0.59%)
28% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$42.6M |
| 2 |
O
OppenheimerFunds
New York
|
+$37.3M |
| 3 |
CCM
Chickasaw Capital Management
Memphis,
Tennessee
|
+$19.6M |
| 4 |
ClearBridge Investments
New York
|
+$14.4M |
| 5 |
AA
ALPS Advisors
Denver,
Colorado
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$54.2M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$21.9M |
| 3 |
Morgan Stanley
New York
|
-$15.3M |
| 4 |
SCA
Salient Capital Advisors
Houston,
Texas
|
-$14.4M |
| 5 |
Renaissance Technologies
New York
|
-$13.2M |
GEL Hedge Fund Activity: Q1 2015 in Review
154 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q1 2015, worth a combined $2.81B — up 12% from $2.52B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new GEL positions and 12 closed out — a net gain of 11 holders — while 38 added to existing stakes and 53 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $42.6M. The largest seller was UBS Group, cutting an estimated $54.2M.
- 154 institutional investors held Genesis Energy (GEL) as of Q1 2015, up from 144 in Q4 2014.
- Funds reported $2.81B of Genesis Energy stock for Q1 2015, up 12% quarter-over-quarter.
- 23 funds opened new Genesis Energy positions in Q1 2015 and 12 closed out, a net change of +11 holders.
- The largest Genesis Energy buyer in Q1 2015 was Bank of Montreal, an estimated $42.6M added.
- The largest Genesis Energy seller in Q1 2015 was UBS Group, an estimated $54.2M sold.
Based on aggregated 13F filings for Q1 2015.