Genesis Energy
112 hedge funds and large institutions have $770M invested in Genesis Energy in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 46 increasing their positions, 30 reducing their positions, and 7 closing their positions.
63% more call options, than puts
Call options by funds: $956K | Put options by funds: $586K
53% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 30
0% more funds holding
Funds holding: 112 → 112 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
1.42% less ownership
Funds ownership: 67.22% → 65.8% (-1.4%)
17% less capital invested
Capital invested by funds: $928M → $770M (-$158M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$15.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$11.3M |
| 3 |
NIM
NXG Investment Management
Dallas,
Texas
|
+$5.7M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$4.94M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$4.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$47.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$11M |
| 3 |
IG
ING Group
Amsterdam,
Netherlands
|
-$6.62M |
| 4 |
Morgan Stanley
New York
|
-$5.28M |
| 5 |
RA
RR Advisors
Dallas,
Texas
|
-$4.29M |
GEL Hedge Fund Activity: Q2 2023 in Review
112 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q2 2023, worth a combined $770M — down 17% from $928M a quarter earlier.
Fund positioning in GEL was balanced in Q2 2023: 7 funds opened new positions, 7 closed out, 46 added to existing stakes and 30 trimmed.
The largest buyer was Westwood Holdings Group, adding an estimated $15.8M. The largest seller was Fidelity Investments, cutting an estimated $47.8M.
- 112 institutional investors held Genesis Energy (GEL) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $770M of Genesis Energy stock for Q2 2023, down 17% quarter-over-quarter.
- 7 funds opened new Genesis Energy positions in Q2 2023 and 7 closed out, a net change of 0 holders.
- The largest Genesis Energy buyer in Q2 2023 was Westwood Holdings Group, an estimated $15.8M added.
- The largest Genesis Energy seller in Q2 2023 was Fidelity Investments, an estimated $47.8M sold.
Based on aggregated 13F filings for Q2 2023.