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Genesis Energy
GEL

104 hedge funds and large institutions have $969M invested in Genesis Energy in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 24

15% more capital invested

Capital invested by funds: $843M → $969M (+$126M)

1.62% more ownership

Funds ownership: 66.67% → 68.29% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 110 → 104 (-6)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

29% less call options, than puts

Call options by funds: $2.68M | Put options by funds: $3.8M

Holders
104
Holders Change
-6
Holders Change %
-5.45%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
38
Reduced
24
Closed
11
Calls
$2.68M
Puts
$3.8M
Net Calls
-$1.11M
Net Calls Change
+$2.16M

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$13.4M
2
Morgan Stanley
Morgan Stanley
New York
+$9.79M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$6.72M
4
JP Morgan Chase
JP Morgan Chase
New York
+$5.65M
5
Jennison Associates
Jennison Associates
New York
+$5.34M

Top Sellers

Rank Fund Capital Flow
1
N
Natixis
France
-$7.34M
2
SMH
Sanders Morris Harris
Texas
-$5.22M
3
Jane Street
Jane Street
New York
-$4.86M
4
Bank of America
Bank of America
North Carolina
-$4.16M
5
RA
RR Advisors
Texas
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
51
Oppenheimer Asset Management
New York
$369K +$54.1K +4,729 +17%
AT
52
Arlington Trust
Alabama
$330K +$326K +28,500 New
VanEck Associates
53
VanEck Associates
New York
$324K +$177K +15,472 +124%
Mariner
54
Mariner
Kansas
$311K +$1.03K +90 +0.3%
DAC
55
Dividend Assets Capital
South Carolina
$304K -$8K -699 -3%
ASN
56
Advisory Services Network
Georgia
$301K – – –
RJA
57
Raymond James & Associates
Florida
$300K -$149K -12,982 -33%
DS
58
DRW Securities
Illinois
$297K +$293K +25,638 New
MCM
59
MAI Capital Management
Ohio
$278K -$25.3K -2,206 -8%
FWIA
60
Fort Washington Investment Advisors
Ohio
$261K +$258K +22,574 New
FAIM
61
Financial Advocates Investment Management
Washington
$256K +$69 +6 +0%
HCM
62
Horrell Capital Management
Arkansas
$255K – – –
PFA
63
Pettinga Financial Advisors
Indiana
$235K -$17.2K -1,500 -7%
Stifel Financial
64
Stifel Financial
Missouri
$217K +$30.8K +2,695 +17%
KeyBank National Association
65
KeyBank National Association
Ohio
$209K – – –
AIA
66
Arrow Investment Advisors
Maryland
$200K +$43.7K +3,814 +28%
SFWA
67
Summit Financial Wealth Advisors
Louisiana
$195K – – –
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$166K – – –
UB
69
UMB Bank
Missouri
$162K – – –
PI
70
PEAK6 Investments
Illinois
$161K +$159K +13,930 New
GT
71
Glenmede Trust
Pennsylvania
$133K – – –
Corient Private Wealth
72
Corient Private Wealth
Florida
$133K +$8.36K +730 +7%
NA
73
NewEdge Advisors
Louisiana
$131K -$10.9K -950 -8%
SI
74
Stephens Inc
Arkansas
$130K +$217 +19 +0.2%
TYCC
75
Texas Yale Capital Corp
Florida
$130K – – –
1 2
3
4 5

GEL Hedge Fund Activity: Q4 2023 in Review

104 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q4 2023, worth a combined $969M — up 15% from $843M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of GEL and 8 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 38 added.

The largest buyer was UBS Group, adding an estimated $13.4M. The largest seller was Natixis, cutting an estimated $7.34M.

  • 104 institutional investors held Genesis Energy (GEL) as of Q4 2023, down from 110 in Q3 2023.
  • Funds reported $969M of Genesis Energy stock for Q4 2023, up 15% quarter-over-quarter.
  • 8 funds opened new Genesis Energy positions in Q4 2023 and 11 closed out, a net change of -3 holders.
  • The largest Genesis Energy buyer in Q4 2023 was UBS Group, an estimated $13.4M added.
  • The largest Genesis Energy seller in Q4 2023 was Natixis, an estimated $7.34M sold.

Based on aggregated 13F filings for Q4 2023.