Genesis Energy
167 hedge funds and large institutions have $2.04B invested in Genesis Energy in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 54 reducing their positions, and 27 closing their positions.
11% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 27
1.03% more ownership
Funds ownership: 73.59% → 74.62% (+1%)
1% more funds holding
Funds holding: 166 → 167 (+1)
9% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 54
14% less capital invested
Capital invested by funds: $2.38B → $2.04B (-$334M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
65% less call options, than puts
Call options by funds: $3.72M | Put options by funds: $10.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Chickasaw Capital Management
Memphis,
Tennessee
|
+$36.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$29.1M |
| 3 |
O
OppenheimerFunds
New York
|
+$25M |
| 4 |
SCA
Salient Capital Advisors
Houston,
Texas
|
+$24.9M |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$18.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
-$101M |
| 2 |
NIM
NXG Investment Management
Dallas,
Texas
|
-$33.6M |
| 3 |
DAC
Dividend Assets Capital
Ridgeland,
South Carolina
|
-$21.4M |
| 4 |
VEA
Virtus ETF Advisers
New York
|
-$13.9M |
| 5 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$12.4M |
GEL Hedge Fund Activity: Q4 2017 in Review
167 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q4 2017, worth a combined $2.04B — down 14% from $2.38B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new GEL positions and 27 closed out — a net gain of 3 holders — while 49 added to existing stakes and 54 trimmed.
The largest buyer was Chickasaw Capital Management, adding an estimated $36.2M. The largest seller was Tortoise Capital Advisors, cutting an estimated $101M.
- 167 institutional investors held Genesis Energy (GEL) as of Q4 2017, up from 166 in Q3 2017.
- Funds reported $2.04B of Genesis Energy stock for Q4 2017, down 14% quarter-over-quarter.
- 30 funds opened new Genesis Energy positions in Q4 2017 and 27 closed out, a net change of +3 holders.
- The largest Genesis Energy buyer in Q4 2017 was Chickasaw Capital Management, an estimated $36.2M added.
- The largest Genesis Energy seller in Q4 2017 was Tortoise Capital Advisors, an estimated $101M sold.
Based on aggregated 13F filings for Q4 2017.