Genesis Energy
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.
249% more call options, than puts
Call options by funds: $18M | Put options by funds: $5.17M
22% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 18
2.04% more ownership
Funds ownership: 70.18% → 72.23% (+2%)
5% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 58
1% more funds holding
Funds holding: 183 → 184 (+1)
2% less capital invested
Capital invested by funds: $3.14B → $3.07B (-$74.3M)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$51.7M |
| 2 |
ClearBridge Investments
New York
|
+$47.9M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$25.9M |
| 4 |
EGA
Eagle Global Advisors
Houston,
Texas
|
+$19.2M |
| 5 |
AA
ALPS Advisors
Denver,
Colorado
|
+$14.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIM
NXG Investment Management
Dallas,
Texas
|
-$33.4M |
| 2 |
MHI
Miller Howard Investments
Kingston,
New York
|
-$22.7M |
| 3 |
Goldman Sachs
New York
|
-$16M |
| 4 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
-$11.7M |
| 5 |
Morgan Stanley
New York
|
-$11.2M |
GEL Hedge Fund Activity: Q4 2016 in Review
184 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q4 2016, worth a combined $3.07B — down 2.4% from $3.14B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new GEL positions and 18 closed out — a net gain of 4 holders — while 61 added to existing stakes and 58 trimmed.
The largest buyer was OppenheimerFunds, adding an estimated $51.7M. The largest seller was NXG Investment Management, cutting an estimated $33.4M.
- 184 institutional investors held Genesis Energy (GEL) as of Q4 2016, up from 183 in Q3 2016.
- Funds reported $3.07B of Genesis Energy stock for Q4 2016, down 2.4% quarter-over-quarter.
- 22 funds opened new Genesis Energy positions in Q4 2016 and 18 closed out, a net change of +4 holders.
- The largest Genesis Energy buyer in Q4 2016 was OppenheimerFunds, an estimated $51.7M added.
- The largest Genesis Energy seller in Q4 2016 was NXG Investment Management, an estimated $33.4M sold.
Based on aggregated 13F filings for Q4 2016.