Genesis Energy
174 hedge funds and large institutions have $2.9B invested in Genesis Energy in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 53 reducing their positions, and 24 closing their positions.
68% more call options, than puts
Call options by funds: $6.81M | Put options by funds: $4.06M
15% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 53
0% more capital invested
Capital invested by funds: $2.9B → $2.9B (+$3.84M)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
1.46% less ownership
Funds ownership: 76.07% → 74.61% (-1.5%)
5% less funds holding
Funds holding: 184 → 174 (-10)
38% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIM
NXG Investment Management
Dallas,
Texas
|
+$42.7M |
| 2 |
AA
ALPS Advisors
Denver,
Colorado
|
+$18.6M |
| 3 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
+$13.4M |
| 4 |
HFA
Harvest Fund Advisors
Wayne,
Pennsylvania
|
+$10.9M |
| 5 |
CC
Cannell & Co
New York
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EGA
Eagle Global Advisors
Houston,
Texas
|
-$21.1M |
| 2 |
MHI
Miller Howard Investments
Kingston,
New York
|
-$14.2M |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$9.19M |
| 4 |
Citigroup
New York
|
-$7.79M |
| 5 |
TS
Third Security
Radford,
Virginia
|
-$7.04M |
GEL Hedge Fund Activity: Q2 2017 in Review
174 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q2 2017, worth a combined $2.9B — up 0.13% from $2.9B a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of GEL and 15 opened new positions — a net loss of 9 holders — while 53 trimmed existing stakes and 61 added.
The largest buyer was NXG Investment Management, adding an estimated $42.7M. The largest seller was Eagle Global Advisors, cutting an estimated $21.1M.
- 174 institutional investors held Genesis Energy (GEL) as of Q2 2017, down from 184 in Q1 2017.
- Funds reported $2.9B of Genesis Energy stock for Q2 2017, up 0.13% quarter-over-quarter.
- 15 funds opened new Genesis Energy positions in Q2 2017 and 24 closed out, a net change of -9 holders.
- The largest Genesis Energy buyer in Q2 2017 was NXG Investment Management, an estimated $42.7M added.
- The largest Genesis Energy seller in Q2 2017 was Eagle Global Advisors, an estimated $21.1M sold.
Based on aggregated 13F filings for Q2 2017.