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Genesis Energy
GEL

104 hedge funds and large institutions have $969M invested in Genesis Energy in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 24

15% more capital invested

Capital invested by funds: $843M → $969M (+$126M)

1.62% more ownership

Funds ownership: 66.67% → 68.29% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 110 → 104 (-6)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

29% less call options, than puts

Call options by funds: $2.68M | Put options by funds: $3.8M

Holders
104
Holders Change
-6
Holders Change %
-5.45%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
38
Reduced
24
Closed
11
Calls
$2.68M
Puts
$3.8M
Net Calls
-$1.11M
Net Calls Change
+$2.16M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$13.4M
2
Morgan Stanley
Morgan Stanley
New York
+$9.79M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$6.72M
4
JP Morgan Chase
JP Morgan Chase
New York
+$5.65M
5
Jennison Associates
Jennison Associates
New York
+$5.34M

Top Sellers

1
N
Natixis
France
-$7.34M
2
SMH
Sanders Morris Harris
Texas
-$5.22M
3
Jane Street
Jane Street
New York
-$4.86M
4
Bank of America
Bank of America
North Carolina
-$4.16M
5
RA
RR Advisors
Texas
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
PH
26
Pinnacle Holdings
Oklahoma
$2.4M +$122K +10,700 +5%
Cohen & Steers
27
Cohen & Steers
New York
$2.19M -$394K -34,458 -15%
AAM
28
Advisors Asset Management
Colorado
$2.01M +$128K +11,189 +7%
EM
29
ELCO Management
New York
$1.92M +$39.4K +3,439 +2%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.76M -$23.9K -2,092 -1%
TIS
31
Tortoise Index Solutions
Kansas
$1.71M +$190K +16,618 +13%
ETC
32
Exchange Traded Concepts
Oklahoma
$1.7M +$186K +16,261 +12%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.5M -$135K -11,827 -8%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$1.27M +$12.6K +1,100 +1%
SPS
35
Susquehanna Portfolio Strategies
Pennsylvania
$1.27M +$1.25M +109,310 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.24M -$1.78M -155,886 -59%
MSRPS
37
Maryland State Retirement & Pension System
Maryland
$1.07M – – –
PSP
38
Principal Street Partners
Tennessee
$1.03M -$35.2K -3,078 -3%
SFS
39
Sowell Financial Services
Arkansas
$983K +$101K +8,800 +12%
Jane Street
40
Jane Street
New York
$924K -$4.86M -424,552 -84%
JF
41
Jump Financial
Illinois
$891K -$85.5K -7,466 -9%
CM
42
Castleark Management
Illinois
$795K – – –
Citadel Advisors
43
Citadel Advisors
Florida
$768K -$1.82M -158,947 -71%
Pacer Advisors
44
Pacer Advisors
Pennsylvania
$542K +$138K +12,020 +35%
AA
45
Argent Advisors
Louisiana
$517K +$189K +16,540 +59%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$498K +$153K +13,381 +45%
GCP
47
GSA Capital Partners
United Kingdom
$493K +$487K +42,563 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$490K -$5.07K -443 -1%
DWA
49
Douglass Winthrop Advisors
New York
$463K – – –
DPIM
50
Duff & Phelps Investment Management
Illinois
$428K – – –
1
2
3 4 5

GEL Hedge Fund Activity: Q4 2023 in Review

104 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q4 2023, worth a combined $969M — up 15% from $843M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of GEL and 8 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 38 added.

The largest buyer was UBS Group, adding an estimated $13.4M. The largest seller was Natixis, cutting an estimated $7.34M.

  • 104 institutional investors held Genesis Energy (GEL) as of Q4 2023, down from 110 in Q3 2023.
  • Funds reported $969M of Genesis Energy stock for Q4 2023, up 15% quarter-over-quarter.
  • 8 funds opened new Genesis Energy positions in Q4 2023 and 11 closed out, a net change of -3 holders.
  • The largest Genesis Energy buyer in Q4 2023 was UBS Group, an estimated $13.4M added.
  • The largest Genesis Energy seller in Q4 2023 was Natixis, an estimated $7.34M sold.

Based on aggregated 13F filings for Q4 2023.