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Genesis Energy
GEL

Overview Fund Activity

184 hedge funds and large institutions have $2.9B invested in Genesis Energy in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
–
Holders Change %
0%
% of All Funds
4.59%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
19
Increased
70
Reduced
51
Closed
17
Calls
$4.4M
Puts
$9.55M
Net Calls
-$5.14M
Net Calls Change
-$18M

Top Buyers

1
O
OppenheimerFunds
New York
$461M
2
SCA
Salient Capital Advisors
Texas
$160M
3
CCM
Chickasaw Capital Management
Tennessee
$258M
4
BlackRock
BlackRock
New York
$26.1M
5
TCA
Tortoise Capital Advisors
Kansas
$320M

Top Sellers

1
MHI
Miller Howard Investments
New York
$43M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$0
3
CC
Cannell & Co
New York
$14.4M
4
DAC
Dividend Assets Capital
South Carolina
$33.6M
5
WHG
Westwood Holdings Group
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
151
Benjamin F. Edwards & Company
Missouri
$73K – – –
ASN
152
Advisory Services Network
Georgia
$67K +$67K +2,074 New
SAM
153
Solaris Asset Management
New York
$64K -$13K -400 -17%
PCM
154
Penserra Capital Management
California
$59K +$17.3K +538 +42%
CTC
155
Central Trust Company
Missouri
$58K -$65K – –
HCC
156
Hirtle Callaghan & Co
Pennsylvania
$55K +$55K +1,690 New
LTFS
157
Ladenburg Thalmann Financial Services
Florida
$50K +$6.55K +200 +15%
FANJ
158
Financial Architects (New Jersey)
New Jersey
$49K – – –
FHA
159
First Horizon Advisors
Tennessee
$47K – – –
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$46K – – –
RFS
161
Rockefeller Financial Services
New York
$45K – – –
AIL
162
AGF Investments LLC
Ontario, Canada
$39K -$7.93K -238 -17%
ECM
163
Estabrook Capital Management
New York
$35.7K -$43K -1,327 -55%
MFBTD
164
MB Financial Bank - Trust Department
Illinois
$32K – – –
LF
165
Lee Financial
Texas
$32K – – –
JFA
166
JNBA Financial Advisors
Minnesota
$32K – – –
AI
167
ArchPoint Investors
Florida
$32K +$32K +994 New
QCG
168
Quadrant Capital Group
Ohio
$29K +$4.7K +145 +19%
MFW
169
Mosaic Family Wealth
Missouri
$28K +$131 +4 +0.5%
HT
170
Heritage Trust
Oklahoma
$28K +$28K +870 New
TFO
171
Tarbox Family Office
California
$16K +$16K +482 New
WT
172
Whittier Trust
California
$15K – – –
WEC
173
Winslow Evans & Crocker
Massachusetts
$14.6K – – –
NFG
174
Next Financial Group
Texas
$13K +$8.52K +262 +190%
CAG
175
Crestwood Advisors Group
Massachusetts
$13K +$13K +400 New
5 6
7
8 9