Genesis Energy
115 hedge funds and large institutions have $787M invested in Genesis Energy in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 10 closing their positions.
538% more call options, than puts
Call options by funds: $4.73M | Put options by funds: $741K
76% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 25
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
9% more capital invested
Capital invested by funds: $724M → $787M (+$62.6M)
3% more funds holding
Funds holding: 112 → 115 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.63% less ownership
Funds ownership: 73.69% → 70.06% (-3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.47M |
| 2 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$3.41M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.24M |
| 4 |
N
Natixis
Paris,
France
|
+$3.17M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$2.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
-$32.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$25M |
| 3 |
AA
ALPS Advisors
Denver,
Colorado
|
-$4.02M |
| 4 |
Jennison Associates
New York
|
-$3.05M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$2.63M |
GEL Hedge Fund Activity: Q3 2022 in Review
115 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q3 2022, worth a combined $787M — up 8.6% from $724M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new GEL positions and 10 closed out — a net gain of 4 holders — while 44 added to existing stakes and 25 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.47M. The largest seller was Tortoise Capital Advisors, cutting an estimated $32.2M.
- 115 institutional investors held Genesis Energy (GEL) as of Q3 2022, up from 112 in Q2 2022.
- Funds reported $787M of Genesis Energy stock for Q3 2022, up 8.6% quarter-over-quarter.
- 14 funds opened new Genesis Energy positions in Q3 2022 and 10 closed out, a net change of +4 holders.
- The largest Genesis Energy buyer in Q3 2022 was Morgan Stanley, an estimated $4.47M added.
- The largest Genesis Energy seller in Q3 2022 was Tortoise Capital Advisors, an estimated $32.2M sold.
Based on aggregated 13F filings for Q3 2022.