Genesis Energy
136 hedge funds and large institutions have $1.87B invested in Genesis Energy in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 46 reducing their positions, and 18 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.78% less ownership
Funds ownership: 72% → 71.22% (-0.78%)
3% less capital invested
Capital invested by funds: $1.93B → $1.87B (-$57.4M)
4% less funds holding
Funds holding: 141 → 136 (-5)
13% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 46
28% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 18
55% less call options, than puts
Call options by funds: $7.46M | Put options by funds: $16.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
ALPS Advisors
Denver,
Colorado
|
+$78.5M |
| 2 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
+$65.6M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$11.1M |
| 4 |
ICA
Infrastructure Capital Advisors
New York
|
+$8.18M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$7.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
-$59.2M |
| 2 |
SCA
Salient Capital Advisors
Houston,
Texas
|
-$38.8M |
| 3 |
JP Morgan Chase
New York
|
-$23.2M |
| 4 |
HFA
Harvest Fund Advisors
Wayne,
Pennsylvania
|
-$19.5M |
| 5 |
NIM
NXG Investment Management
Dallas,
Texas
|
-$18.7M |
GEL Hedge Fund Activity: Q3 2019 in Review
136 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q3 2019, worth a combined $1.87B — down 3% from $1.93B a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of GEL and 13 opened new positions — a net loss of 5 holders — while 46 trimmed existing stakes and 40 added.
The largest buyer was ALPS Advisors, adding an estimated $78.5M. The largest seller was Advisory Research, exiting entirely with an estimated $59.2M sold.
- 136 institutional investors held Genesis Energy (GEL) as of Q3 2019, down from 141 in Q2 2019.
- Funds reported $1.87B of Genesis Energy stock for Q3 2019, down 3% quarter-over-quarter.
- 13 funds opened new Genesis Energy positions in Q3 2019 and 18 closed out, a net change of -5 holders.
- The largest Genesis Energy buyer in Q3 2019 was ALPS Advisors, an estimated $78.5M added.
- The largest Genesis Energy seller in Q3 2019 was Advisory Research, an estimated $59.2M sold.
Based on aggregated 13F filings for Q3 2019.