Genesis Energy
141 hedge funds and large institutions have $1.93B invested in Genesis Energy in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 49 reducing their positions, and 15 closing their positions.
40% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 15
1% more funds holding
Funds holding: 139 → 141 (+2)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3.29% less ownership
Funds ownership: 75.3% → 72% (-3.3%)
10% less capital invested
Capital invested by funds: $2.15B → $1.93B (-$219M)
24% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 49
39% less call options, than puts
Call options by funds: $9.91M | Put options by funds: $16.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$400M |
| 2 |
NIM
NXG Investment Management
Dallas,
Texas
|
+$58.6M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$19.3M |
| 4 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
+$16.8M |
| 5 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
+$9.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFA
Harvest Fund Advisors
Wayne,
Pennsylvania
|
-$78.1M |
| 2 |
SCA
Salient Capital Advisors
Houston,
Texas
|
-$27M |
| 3 |
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
|
-$19.6M |
| 4 |
AA
ALPS Advisors
Denver,
Colorado
|
-$18M |
| 5 |
JP Morgan Chase
New York
|
-$13.8M |
GEL Hedge Fund Activity: Q2 2019 in Review
141 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q2 2019, worth a combined $1.93B — down 10% from $2.15B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new GEL positions and 15 closed out — a net gain of 6 holders — while 37 added to existing stakes and 49 trimmed.
The largest buyer was Invesco, adding an estimated $400M. The largest seller was Harvest Fund Advisors, cutting an estimated $78.1M.
- 141 institutional investors held Genesis Energy (GEL) as of Q2 2019, up from 139 in Q1 2019.
- Funds reported $1.93B of Genesis Energy stock for Q2 2019, down 10% quarter-over-quarter.
- 21 funds opened new Genesis Energy positions in Q2 2019 and 15 closed out, a net change of +6 holders.
- The largest Genesis Energy buyer in Q2 2019 was Invesco, an estimated $400M added.
- The largest Genesis Energy seller in Q2 2019 was Harvest Fund Advisors, an estimated $78.1M sold.
Based on aggregated 13F filings for Q2 2019.