We are live on ! Find out more
GEL icon

Genesis Energy

183 hedge funds and large institutions have $3.14B invested in Genesis Energy in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 88 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

355% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $6.68M

100% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 44

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

5% more capital invested

Capital invested by funds: $3B → $3.14B (+$140M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1% less funds holding

Funds holding: 184183 (-1)

0.99% less ownership

Funds ownership: 71.17%70.18% (-0.99%)

Holders
183
Holders Change
-1
Holders Change %
-0.54%
% of All Funds
4.88%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
19
Increased
88
Reduced
44
Closed
15
Calls
$30.4M
Puts
$6.68M
Net Calls
+$23.7M
Net Calls Change
-$25.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1
Tortoise Capital Advisors
Kansas
$377M +$55.3M +1,507,892 +18%
O
2
OppenheimerFunds
New York
$334M +$54M +1,472,527 +20%
ClearBridge Investments
3
ClearBridge Investments
New York
$283M +$40M +1,090,227 +17%
CCM
4
Chickasaw Capital Management
Tennessee
$259M +$19.8M +540,634 +9%
AA
5
ALPS Advisors
Colorado
$248M +$23.8M +649,337 +11%
Goldman Sachs
6
Goldman Sachs
New York
$138M -$75.4M -2,058,257 -36%
MHI
7
Miller Howard Investments
New York
$123M +$37.3M +1,016,779 +46%
SCA
8
Salient Capital Advisors
Texas
$120M +$5.61M +153,123 +5%
AR
9
Advisory Research
Illinois
$103M -$626K -17,088 -0.6%
NIM
10
NXG Investment Management
Texas
$79.3M -$20.5M -559,314 -21%
JP Morgan Chase
11
JP Morgan Chase
New York
$68.3M -$7.87M -214,647 -11%
RA
12
RR Advisors
Texas
$65.9M +$1.14M +31,000 +2%
DAC
13
Dividend Assets Capital
South Carolina
$59.6M -$5.12M -139,778 -8%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$57.5M -$27M -736,035 -33%
Morgan Stanley
15
Morgan Stanley
New York
$55.2M -$1.94M -52,929 -4%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$52.6M +$10.5M +285,552 +26%
HFA
17
Harvest Fund Advisors
Pennsylvania
$51M -$25.5M -695,427 -34%
COPPSERS
18
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$44.4M -$7.73M -210,987 -15%
CC
19
Cannell & Co
New York
$43.3M +$1.41M +38,490 +3%
EGA
20
Eagle Global Advisors
Texas
$38.7M +$11.9M +324,550 +47%
DPIM
21
Duff & Phelps Investment Management
Illinois
$35.5M +$2.75M +75,000 +9%
UBS Group
22
UBS Group
Switzerland
$24.6M +$1.03M +28,007 +5%
Wells Fargo
23
Wells Fargo
California
$22.7M +$9.18M +250,412 +72%
Bank of America
24
Bank of America
North Carolina
$21.6M +$3.28M +89,455 +19%
FWIA
25
Fort Washington Investment Advisors
Ohio
$19.6M +$3.9M +106,400 +26%