Genesis Energy
113 hedge funds and large institutions have $325M invested in Genesis Energy in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 39 reducing their positions, and 35 closing their positions.
4.77% less ownership
Funds ownership: 71.91% → 67.14% (-4.8%)
16% less funds holding
Funds holding: 134 → 113 (-21)
28% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 39
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
49% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 35
82% less capital invested
Capital invested by funds: $1.81B → $325M (-$1.49B)
94% less call options, than puts
Call options by funds: $1.56M | Put options by funds: $27.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$34.5M |
| 2 |
Morgan Stanley
New York
|
+$25.6M |
| 3 |
SG Americas Securities
New York
|
+$24.2M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$21.8M |
| 5 |
AA
ALPS Advisors
Denver,
Colorado
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$55.2M |
| 2 |
SCA
Salient Capital Advisors
Houston,
Texas
|
-$48.8M |
| 3 |
Goldman Sachs
New York
|
-$37.4M |
| 4 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
-$34.8M |
| 5 |
NIM
NXG Investment Management
Dallas,
Texas
|
-$24.9M |
GEL Hedge Fund Activity: Q1 2020 in Review
113 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q1 2020, worth a combined $325M — down 82% from $1.81B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of GEL and 18 opened new positions — a net loss of 17 holders — while 39 trimmed existing stakes and 28 added.
The largest buyer was JP Morgan Chase, adding an estimated $34.5M. The largest seller was ClearBridge Investments, cutting an estimated $55.2M.
- 113 institutional investors held Genesis Energy (GEL) as of Q1 2020, down from 134 in Q4 2019.
- Funds reported $325M of Genesis Energy stock for Q1 2020, down 82% quarter-over-quarter.
- 18 funds opened new Genesis Energy positions in Q1 2020 and 35 closed out, a net change of -17 holders.
- The largest Genesis Energy buyer in Q1 2020 was JP Morgan Chase, an estimated $34.5M added.
- The largest Genesis Energy seller in Q1 2020 was ClearBridge Investments, an estimated $55.2M sold.
Based on aggregated 13F filings for Q1 2020.