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Genesis Energy
GEL

Overview Fund Activity

184 hedge funds and large institutions have $3B invested in Genesis Energy in 2016 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+9
Holders Change %
+5.14%
% of All Funds
4.92%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
30
Increased
61
Reduced
59
Closed
19
Calls
$55.9M
Puts
$6.56M
Net Calls
+$49.4M
Net Calls Change
+$23.8M

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$244M
2
TCA
2
Tortoise Capital Advisors
Kansas
$323M
3
CCM
3
Chickasaw Capital Management
Tennessee
$241M
4
O
4
OppenheimerFunds
New York
$281M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$86.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$218M
2
HFA
2
Harvest Fund Advisors
Pennsylvania
$78.3M
3
IG
3
ING Group
Netherlands
$758K
4
AA
4
ALPS Advisors
Colorado
$226M
5
Morgan Stanley
5
Morgan Stanley
New York
$57.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
151
Solaris Asset Management
New York
$118K +$4.8K +125 +4%
BL
152
Balentine LLC
Georgia
$115K +$115K +3,007 New
MFS
153
MSI Financial Services
Massachusetts
$106K -$10.8K -281 -9%
Manulife (Manufacturers Life Insurance)
154
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$105K -$1.03K -27 -1%
EFSCE
155
Enterprise Financial Services Corp (EFSC)
Missouri
$102K +$538 +14 +0.5%
ECM
156
Estabrook Capital Management
New York
$96.2K +$96.2K +2,507 New
FNBT
157
FineMark National Bank & Trust
Florida
$81K +$58.1K +1,520 +253%
IA
158
IFP Advisors
Florida
$81K +$81K +2,115 New
PCP
159
Proficio Capital Partners
Massachusetts
$63K – – –
FANJ
160
Financial Architects (New Jersey)
New Jersey
$58K – – –
RFS
161
Rockefeller Financial Services
New York
$54K – – –
ASN
162
Advisory Services Network
Georgia
$52K – – –
CTC
163
Central Trust Company
Missouri
$48K -$40K – –
FHA
164
First Horizon Advisors
Tennessee
$48K +$1.28K +33 +3%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$40K +$32.1K +841 +408%
JFA
166
JNBA Financial Advisors
Minnesota
$38K – – –
MFBTD
167
MB Financial Bank - Trust Department
Illinois
$38K – – –
MFW
168
Mosaic Family Wealth
Missouri
$33K +$196 +5 +0.6%
GWM
169
Geneos Wealth Management
Colorado
$27K – – –
QCG
170
Quadrant Capital Group
Ohio
$26K -$1.71K -45 -6%
TRCT
171
Tower Research Capital (TRC)
New York
$25K +$25K +661 New
TWA
172
TCI Wealth Advisors
Arizona
$23K -$3.72K -97 -14%
CA
173
Cumberland Advisors
Florida
$18K – – –
PCM
174
Penserra Capital Management
California
$17K – – –
WT
175
Whittier Trust
California
$17K +$17K +453 New
5 6
7
8 9