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Genesis Energy
GEL

Overview Fund Activity

110 hedge funds and large institutions have $843M invested in Genesis Energy in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 10 closing their positions.

Holders
110
Holders Change
-2
Holders Change %
-1.79%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
45
Reduced
25
Closed
10
Calls
$2.2M
Puts
$5.47M
Net Calls
-$3.28M
Net Calls Change
-$3.65M

Top Buyers

1
AA
1
ALPS Advisors
Colorado
$194M
2
N
2
Natixis
France
$21.9M
3
Invesco
3
Invesco
Georgia
$180M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$58.9M
5
NIM
5
NXG Investment Management
Texas
$10.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$48.2M
3
UBS Group
3
UBS Group
Switzerland
$2.53M
4
IECM
4
Intrinsic Edge Capital Management
Illinois
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.32M
Name Market Value Shares Shares
Change 		Shares
Change %
DPIM
51
Duff & Phelps Investment Management
Illinois
$382K 37,000 – –
Pacer Advisors
52
Pacer Advisors
Pennsylvania
$359K 34,819 +24,211 +228%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$305K 29,584 +29,584 New
AA
54
Argent Advisors
Louisiana
$290K 28,135 +3,460 +14%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$290K 28,064 -5,333 -16%
OAM
56
Oppenheimer Asset Management
New York
$280K 27,156 +1,532 +6%
DAC
57
Dividend Assets Capital
South Carolina
$278K 26,946 -99 -0.4%
Mariner
58
Mariner
Kansas
$277K 26,806 +577 +2%
MCM
59
MAI Capital Management
Ohio
$270K 26,209 -1,189 -4%
ASN
60
Advisory Services Network
Georgia
$268K 25,955 +15,000 +137%
FAIM
61
Financial Advocates Investment Management
Washington
$228K 22,078 +7 +0%
HCM
62
Horrell Capital Management
Arkansas
$227K 22,000 – –
PFA
63
Pettinga Financial Advisors
Indiana
$225K 21,770 -1,300 -6%
KACA
64
Kayne Anderson Capital Advisors
California
$203K 19,700 +5,900 +43%
SFWA
65
Summit Financial Wealth Advisors
Louisiana
$193K 16,813 +200 +1%
KeyBank National Association
66
KeyBank National Association
Ohio
$187K 18,089 – –
NA
67
Nordwand Advisors
Pennsylvania
$186K 18,000 +18,000 New
Stifel Financial
68
Stifel Financial
Missouri
$166K 16,081 +3,312 +26%
Luther King Capital Management (LKCM)
69
Luther King Capital Management (LKCM)
Texas
$155K 15,000 – –
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$148K 14,325 – –
UB
71
UMB Bank
Missouri
$144K 14,000 – –
AIA
72
Arrow Investment Advisors
Maryland
$139K 13,462 +430 +3%
VanEck Associates
73
VanEck Associates
New York
$129K 12,491 +2,622 +27%
NA
74
NewEdge Advisors
Louisiana
$126K 12,258 -3,430 -22%
GT
75
Glenmede Trust
Pennsylvania
$119K 11,523 – –
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