Genesis Energy
157 hedge funds and large institutions have $2.84B invested in Genesis Energy in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 38 reducing their positions, and 16 closing their positions.
1,261% more call options, than puts
Call options by funds: $18.4M | Put options by funds: $1.35M
47% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 38
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
25% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 16
1.97% more ownership
Funds ownership: 62.94% → 64.91% (+2%)
2% more funds holding
Funds holding: 154 → 157 (+3)
1% more capital invested
Capital invested by funds: $2.81B → $2.84B (+$27.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
+$48.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$48M |
| 3 |
AA
ALPS Advisors
Denver,
Colorado
|
+$33M |
| 4 |
O
OppenheimerFunds
New York
|
+$28.2M |
| 5 |
HFA
Harvest Fund Advisors
Wayne,
Pennsylvania
|
+$24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$31.1M |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$9.86M |
| 3 |
Neuberger Berman Group
New York
|
-$8.4M |
| 4 |
Renaissance Technologies
New York
|
-$6.83M |
| 5 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$6.75M |
GEL Hedge Fund Activity: Q2 2015 in Review
157 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q2 2015, worth a combined $2.84B — up 0.96% from $2.81B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new GEL positions and 16 closed out — a net gain of 4 holders — while 56 added to existing stakes and 38 trimmed.
The largest buyer was Tortoise Capital Advisors, adding an estimated $48.6M. The largest seller was Bank of Montreal, cutting an estimated $31.1M.
- 157 institutional investors held Genesis Energy (GEL) as of Q2 2015, up from 154 in Q1 2015.
- Funds reported $2.84B of Genesis Energy stock for Q2 2015, up 0.96% quarter-over-quarter.
- 20 funds opened new Genesis Energy positions in Q2 2015 and 16 closed out, a net change of +4 holders.
- The largest Genesis Energy buyer in Q2 2015 was Tortoise Capital Advisors, an estimated $48.6M added.
- The largest Genesis Energy seller in Q2 2015 was Bank of Montreal, an estimated $31.1M sold.
Based on aggregated 13F filings for Q2 2015.