Genesis Energy
134 hedge funds and large institutions have $1.81B invested in Genesis Energy in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 19 closing their positions.
0.69% more ownership
Funds ownership: 71.22% → 71.91% (+0.69%)
3% less capital invested
Capital invested by funds: $1.87B → $1.81B (-$63M)
1% less funds holding
Funds holding: 136 → 134 (-2)
11% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 19
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
26% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 47
73% less call options, than puts
Call options by funds: $9.61M | Put options by funds: $36.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$33.1M |
| 2 |
Morgan Stanley
New York
|
+$22.7M |
| 3 |
SCA
Salient Capital Advisors
Houston,
Texas
|
+$12.8M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$12.4M |
| 5 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIM
NXG Investment Management
Dallas,
Texas
|
-$11.2M |
| 2 |
CCM
Chickasaw Capital Management
Memphis,
Tennessee
|
-$11.2M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$9.02M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$7.81M |
| 5 |
HFA
Harvest Fund Advisors
Wayne,
Pennsylvania
|
-$6.81M |
GEL Hedge Fund Activity: Q4 2019 in Review
134 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q4 2019, worth a combined $1.81B — down 3.4% from $1.87B a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of GEL and 17 opened new positions — a net loss of 2 holders — while 47 trimmed existing stakes and 35 added.
The largest buyer was Goldman Sachs, adding an estimated $33.1M. The largest seller was NXG Investment Management, cutting an estimated $11.2M.
- 134 institutional investors held Genesis Energy (GEL) as of Q4 2019, down from 136 in Q3 2019.
- Funds reported $1.81B of Genesis Energy stock for Q4 2019, down 3.4% quarter-over-quarter.
- 17 funds opened new Genesis Energy positions in Q4 2019 and 19 closed out, a net change of -2 holders.
- The largest Genesis Energy buyer in Q4 2019 was Goldman Sachs, an estimated $33.1M added.
- The largest Genesis Energy seller in Q4 2019 was NXG Investment Management, an estimated $11.2M sold.
Based on aggregated 13F filings for Q4 2019.