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Genesis Energy
GEL

Overview Fund Activity

109 hedge funds and large institutions have $852M invested in Genesis Energy in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 18 closing their positions.

Holders
109
Holders Change
-6
Holders Change %
-5.22%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
41
Reduced
25
Closed
18
Calls
$1.08M
Puts
$516K
Net Calls
+$567K
Net Calls Change
-$3.42M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$17.7M
2
Invesco
2
Invesco
Georgia
$166M
3
Morgan Stanley
3
Morgan Stanley
New York
$34.2M
4
AA
4
ALPS Advisors
Colorado
$166M
5
IECM
5
Intrinsic Edge Capital Management
Illinois
$7.17M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$75.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$54.4M
3
CCM
3
Chickasaw Capital Management
Tennessee
$37.3M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$0
5
SCM
5
SG Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Pacer Advisors
51
Pacer Advisors
Pennsylvania
$250K 24,458 +4,456 +22%
EM
52
ELCO Management
New York
$248K 24,245 -15 -0.1%
LF
53
Lee Financial
Texas
$241K 23,642 – –
PFA
54
Pettinga Financial Advisors
Indiana
$225K 22,070 +750 +4%
HCM
55
Horrell Capital Management
Arkansas
$225K 22,000 – –
SFS
56
Sowell Financial Services
Arkansas
$224K 21,957 +21,957 New
FAIM
57
Financial Advocates Investment Management
Washington
$221K 21,651 +611 +3%
JPMPWA
58
J.P. Morgan Private Wealth Advisors
California
$219K 21,493 +6,668 +45%
ZA
59
Zazove Associates
Nevada
$209K 20,500 – –
Barclays
60
Barclays
United Kingdom
$200K 19,634 -5,140 -21%
RC
61
Rovin Capital
Arizona
$198K 19,423 -3,881 -17%
AIA
62
Arrow Investment Advisors
Maryland
$192K 18,806 -4,950 -21%
LPL Financial
63
LPL Financial
California
$179K 17,539 -504 -3%
SFWA
64
Summit Financial Wealth Advisors
Louisiana
$170K 16,613 – –
KeyBank National Association
65
KeyBank National Association
Ohio
$162K 15,859 -270 -2%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$155K 15,233 -2,475 -14%
Luther King Capital Management (LKCM)
67
Luther King Capital Management (LKCM)
Texas
$153K 15,000 – –
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$146K 14,325 – –
UB
69
UMB Bank
Missouri
$143K 14,000 – –
KACA
70
Kayne Anderson Capital Advisors
California
$141K 13,800 – –
OAM
71
Oppenheimer Asset Management
New York
$131K 12,784 +12,784 New
GT
72
Glenmede Trust
Pennsylvania
$118K 11,523 +11,523 New
USCWA
73
U.S. Capital Wealth Advisors
Texas
$117K 11,500 – –
SI
74
Stephens Inc
Arkansas
$117K 11,443 +19 +0.2%
Osaic Holdings
75
Osaic Holdings
Arizona
$116K 11,349 -2,909 -20%
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