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Genesis Energy
GEL

Overview Fund Activity

184 hedge funds and large institutions have $3.07B invested in Genesis Energy in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
4.61%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
22
Increased
61
Reduced
58
Closed
18
Calls
$18M
Puts
$5.17M
Net Calls
+$12.8M
Net Calls Change
-$10.8M

Top Buyers

1
O
1
OppenheimerFunds
New York
$370M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$318M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$26.7M
4
EGA
4
Eagle Global Advisors
Texas
$56.6M
5
AA
5
ALPS Advisors
Colorado
$250M

Top Sellers

1
NIM
1
NXG Investment Management
Texas
$40.9M
2
MHI
2
Miller Howard Investments
New York
$93.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$114M
4
TCA
4
Tortoise Capital Advisors
Kansas
$346M
5
Morgan Stanley
5
Morgan Stanley
New York
$40.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
176
Wealthspire Advisors (Maryland)
Maryland
$12K – – –
YWP
177
YorkBridge Wealth Partners
New York
$12K +$12K +343 New
CFS
178
Commonwealth Financial Services
West Virginia
$10K – – –
AWM
179
Avior Wealth Management
Nebraska
$10K – – –
Thrivent Financial for Lutherans
180
Thrivent Financial for Lutherans
Minnesota
$7K – – –
NFG
181
Next Financial Group
Texas
$5K – – –
BlackRock
182
BlackRock
New York
$5K – – –
BIG
183
Bellwether Investment Group
Tennessee
$5K +$5K +130 New
FPFS
184
First Personal Financial Services
North Carolina
$4K – – –
ED
185
Exane Derivatives
France
$1.33K +$72 +2 +6%
BTIS
186
BB&T Investment Services
North Carolina
$1K +$1K +34 New
CCM
187
Copeland Capital Management
Pennsylvania
– -$3.41M -89,814 Closed
Toronto Dominion Bank
188
Toronto Dominion Bank
Ontario, Canada
– -$3.15M -83,000 Closed
WMSA
189
Weiss Multi-Strategy Advisers
New York
– -$1.9M -50,000 Closed
SAM
190
Securian Asset Management
Minnesota
– -$1.25M -32,900 Closed
HCM
191
Hilton Capital Management
New York
– -$1.14M -29,982 Closed
Franklin Resources
192
Franklin Resources
California
– -$695K -18,299 Closed
HCM
193
Hollencrest Capital Management
California
– -$618K -16,272 Closed
PCM
194
Pointe Capital Management
Michigan
– -$510K -13,422 Closed
Group One Trading
195
Group One Trading
Illinois
– -$425K -11,184 Closed
CWM
196
Concert Wealth Management
California
– -$424K -11,177 Closed
CI
197
Capital Innovations
Wisconsin
– -$287K -7,560 Closed
FRM
198
Fox Run Management
Connecticut
– -$266K -7,000 Closed
NA
199
NewEdge Advisors
Louisiana
– -$242K -6,394 Closed
Truist Financial
200
Truist Financial
North Carolina
– -$211K -5,550 Closed
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