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Genesis Energy
GEL

Overview Fund Activity

112 hedge funds and large institutions have $928M invested in Genesis Energy in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
112
Holders Change
+3
Holders Change %
+2.75%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
37
Reduced
29
Closed
10
Calls
$3.87M
Puts
$695K
Net Calls
+$3.17M
Net Calls Change
+$2.6M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$25.2M
2
Bank of America
2
Bank of America
North Carolina
$10M
3
RA
3
RR Advisors
Texas
$62.3M
4
SMH
4
Sanders Morris Harris
Texas
$3.39M
5
Wells Fargo
5
Wells Fargo
California
$8.1M

Top Sellers

1
Invesco
1
Invesco
Georgia
$173M
2
N
2
Natixis
France
$7.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$18.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.15M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$67.6M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$343K 30,456 +8,963 +42%
AA
52
Argent Advisors
Louisiana
$334K 29,675 -5,000 -14%
MCM
53
MAI Capital Management
Ohio
$308K 27,355 +37 +0.1%
NA
54
NewEdge Advisors
Louisiana
$290K 25,738 +4,467 +21%
Mariner
55
Mariner
Kansas
$279K 24,761 -2,408 -9%
DAC
56
Dividend Assets Capital
South Carolina
$278K 27,244 – –
Walleye Trading
57
Walleye Trading
New York
$271K 24,054 +24,054 New
Pacer Advisors
58
Pacer Advisors
Pennsylvania
$254K 22,524 -1,934 -8%
HCM
59
Horrell Capital Management
Arkansas
$248K 22,000 – –
FAIM
60
Financial Advocates Investment Management
Washington
$244K 21,657 +6 +0%
PFA
61
Pettinga Financial Advisors
Indiana
$237K 21,070 -1,000 -5%
AIA
62
Arrow Investment Advisors
Maryland
$234K 20,812 +2,006 +11%
OAM
63
Oppenheimer Asset Management
New York
$234K 20,755 +7,971 +62%
ZA
64
Zazove Associates
Nevada
$231K 20,500 – –
RC
65
Rovin Capital
Arizona
$222K 19,673 +250 +1%
KeyBank National Association
66
KeyBank National Association
Ohio
$212K 18,842 +2,983 +19%
SFWA
67
Summit Financial Wealth Advisors
Louisiana
$187K 16,613 – –
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$171K 15,258 +25 +0.2%
Luther King Capital Management (LKCM)
69
Luther King Capital Management (LKCM)
Texas
$169K 15,000 – –
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$161K 14,325 – –
UB
71
UMB Bank
Missouri
$158K 14,000 – –
KACA
72
Kayne Anderson Capital Advisors
California
$155K 13,800 – –
GT
73
Glenmede Trust
Pennsylvania
$130K 11,523 – –
Osaic Holdings
74
Osaic Holdings
Arizona
$129K 11,460 +111 +1%
TYCC
75
Texas Yale Capital Corp
Florida
$126K 11,200 – –
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3
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