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Genesis Energy
GEL

Overview Fund Activity

167 hedge funds and large institutions have $2.04B invested in Genesis Energy in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 54 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
3.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
30
Increased
49
Reduced
54
Closed
27
Calls
$2.31M
Puts
$9.28M
Net Calls
-$6.97M
Net Calls Change
-$5.36M

Top Buyers

1
CCM
1
Chickasaw Capital Management
Tennessee
$231M
2
UBS Group
2
UBS Group
Switzerland
$39.8M
3
O
3
OppenheimerFunds
New York
$354M
4
SCA
4
Salient Capital Advisors
Texas
$142M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$37.6M

Top Sellers

1
TCA
1
Tortoise Capital Advisors
Kansas
$111M
2
NIM
2
NXG Investment Management
Texas
$496K
3
DAC
3
Dividend Assets Capital
South Carolina
$2.24M
4
VEA
4
Virtus ETF Advisers
New York
$0
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$358K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Avior Wealth Management
Nebraska
$70K +$64.4K +2,901 +1,151%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$67K +$67K +2,980 New
RFC
128
Regions Financial Corp
Alabama
$62K +$62K +2,784 New
FMP
129
Financial Management Professionals
Texas
$58K – – –
EFSCE
130
Enterprise Financial Services Corp (EFSC)
Missouri
$56K -$2.93K -131 -5%
PCM
131
Penserra Capital Management
California
$52K -$48K -2,184 -48%
GFP
132
Gryphon Financial Partners
Ohio
$40K +$40K +1,778 New
LTFS
133
Ladenburg Thalmann Financial Services
Florida
$36K +$1.08K +48 +3%
FANJ
134
Financial Architects (New Jersey)
New Jersey
$34K – – –
ASN
135
Advisory Services Network
Georgia
$32K -$13.8K -624 -30%
QCG
136
Quadrant Capital Group
Ohio
$26K +$4.98K +230 +24%
ECM
137
Estabrook Capital Management
New York
$24.6K – – –
BL
138
Balentine LLC
Georgia
$24K -$46.1K -2,082 -66%
MFBTD
139
MB Financial Bank - Trust Department
Illinois
$22K – – –
LF
140
Lee Financial
Texas
$22K – – –
JFA
141
JNBA Financial Advisors
Minnesota
$22K – – –
POIA
142
Pin Oak Investment Advisors
Texas
$22K +$22K +967 New
WTC
143
WhitTier Trust Company
Nevada
$22K +$22K +1,000 New
CG
144
Cutler Group
California
$21K +$21K +961 New
AI
145
ArchPoint Investors
Florida
$20K -$163K -7,243 -89%
HT
146
Heritage Trust
Oklahoma
$19K – – –
FHA
147
First Horizon Advisors
Tennessee
$17K -$11.9K -519 -41%
IWP
148
Icon Wealth Partners
Texas
$14K +$14K +610 New
SWP
149
Stratos Wealth Partners
Ohio
$14K +$14K +648 New
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$13K -$19.4K -841 -60%
4 5
6
7 8