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Genesis Energy
GEL

Overview Fund Activity

175 hedge funds and large institutions have $2.48B invested in Genesis Energy in 2016 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+19
Holders Change %
+12.18%
% of All Funds
4.67%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
39
Increased
66
Reduced
48
Closed
19
Calls
$31.7M
Puts
$6.13M
Net Calls
+$25.6M
Net Calls Change
+$7.35M

Top Buyers

1
TCA
1
Tortoise Capital Advisors
Kansas
$240M
2
CCM
2
Chickasaw Capital Management
Tennessee
$176M
3
SCA
3
Salient Capital Advisors
Texas
$99.2M
4
O
4
OppenheimerFunds
New York
$212M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$57.3M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$19.1M
2
AA
2
ALPS Advisors
Colorado
$199M
3
Nomura Asset Management
3
Nomura Asset Management
Japan
$0
4
CS
4
Credit Suisse
Switzerland
$3.23M
5
Goldman Sachs
5
Goldman Sachs
New York
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
151
Bessemer Group
New Jersey
$36K +$36K +1,125 New
JFA
152
JNBA Financial Advisors
Minnesota
$32K – – –
MFBTD
153
MB Financial Bank - Trust Department
Illinois
$32K – – –
GWM
154
Gupta Wealth Management
California
$32K +$32K +1,000 New
MFW
155
Mosaic Family Wealth
Missouri
$26K -$30.8K -994 -54%
QCG
156
Quadrant Capital Group
Ohio
$23K +$23K +730 New
TWA
157
TCI Wealth Advisors
Arizona
$22K +$3.06K +97 +16%
GWM
158
Geneos Wealth Management
Colorado
$21K +$21K +701 New
FNBT
159
FineMark National Bank & Trust
Florida
$19K +$19K +600 New
CA
160
Cumberland Advisors
Florida
$15K +$1.92K +60 +15%
TWMP
161
Taylor Wealth Management Partners
Massachusetts
$10K +$10K +300 New
AIM
162
Acrospire Investment Management
Illinois
$10K +$10K +300 New
WA
163
WFG Advisors
Texas
$10K +$10K +309 New
CFS
164
Commonwealth Financial Services
West Virginia
$9K – – –
DVM
165
Dreman Value Management
Florida
$9K +$9K +286 New
AWM
166
Avior Wealth Management
Nebraska
$8K +$1.24K +38 +18%
BWA
167
Burt Wealth Advisors
Maryland
$8K +$8K +250 New
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$7K – – –
Thrivent Financial for Lutherans
169
Thrivent Financial for Lutherans
Minnesota
$6K – – –
WEC
170
Winslow Evans & Crocker
Massachusetts
$4.77K – – –
BlackRock
171
BlackRock
New York
$4K -$316K -10,275 -99%
CG
172
Cutler Group
California
$3K -$80.3K -2,812 -96%
WAM
173
Wealthspire Advisors (Maryland)
Maryland
$3K – – –
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3K +100 New
ED
175
Exane Derivatives
France
$1.37K – – –
4 5 6
7
8