Genesis Energy
126 hedge funds and large institutions have $975M invested in Genesis Energy in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 40 reducing their positions, and 10 closing their positions.
389% more call options, than puts
Call options by funds: $13.4M | Put options by funds: $2.75M
100% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 10
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
31% more capital invested
Capital invested by funds: $744M → $975M (+$231M)
9% more funds holding
Funds holding: 116 → 126 (+10)
1.91% more ownership
Funds ownership: 64.98% → 66.88% (+1.9%)
25% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 40
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$12.6M |
| 2 |
EGA
Eagle Global Advisors
Houston,
Texas
|
+$9.66M |
| 3 |
Goldman Sachs
New York
|
+$7.81M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$7.53M |
| 5 |
Jennison Associates
New York
|
+$4.1M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IECM
126
Intrinsic Edge Capital Management
Chicago,
Illinois
| – | -$2.8M | -300,000 | Closed |
|
127
California Public Employees Retirement System
Sacramento,
California
| – | -$2.06M | -220,100 | Closed |
|
128
Arrowstreet Capital
Boston,
Massachusetts
| – | -$1.42M | -152,248 | Closed |
|
|
SFS
129
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$96K | -10,222 | Closed |
|
|
DTC
130
Davidson Trust Company
Seattle,
Washington
| – | -$94K | -10,164 | Closed |
|
131
Envestnet Asset Management
Chicago,
Illinois
| – | -$94K | -10,039 | Closed |
|
|
SPIA
132
Steward Partners Investment Advisory
New York
| – | -$13.9K | -1,487 | Closed |
|
|
MF
133
Manchester Financial
Westlake Village,
California
| – | -$7K | -750 | Closed |
|
|
VFA
134
Valeo Financial Advisors
Carmel,
Indiana
| – | -$5K | -514 | Closed |
|
|
AIC
135
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$4.67K | -500 | Closed |
|
GEL Hedge Fund Activity: Q2 2021 in Review
126 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q2 2021, worth a combined $975M — up 31% from $744M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new GEL positions and 10 closed out — a net gain of 10 holders — while 30 added to existing stakes and 40 trimmed.
The largest buyer was UBS Group, adding an estimated $12.6M. The largest seller was Salient Capital Advisors, cutting an estimated $10.3M.
- 126 institutional investors held Genesis Energy (GEL) as of Q2 2021, up from 116 in Q1 2021.
- Funds reported $975M of Genesis Energy stock for Q2 2021, up 31% quarter-over-quarter.
- 20 funds opened new Genesis Energy positions in Q2 2021 and 10 closed out, a net change of +10 holders.
- The largest Genesis Energy buyer in Q2 2021 was UBS Group, an estimated $12.6M added.
- The largest Genesis Energy seller in Q2 2021 was Salient Capital Advisors, an estimated $10.3M sold.
Based on aggregated 13F filings for Q2 2021.