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Genesis Energy
GEL

114 hedge funds and large institutions have $1.21B invested in Genesis Energy in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $8.47M | Put options by funds: $5.75M

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

32% more capital invested

Capital invested by funds: $917M → $1.21B (+$292M)

4% more funds holding

Funds holding: 110 → 114 (+4)

1.51% more ownership

Funds ownership: 67.47% → 68.98% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 35

Holders
114
Holders Change
+4
Holders Change %
+3.64%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
34
Reduced
35
Closed
11
Calls
$8.47M
Puts
$5.75M
Net Calls
+$2.72M
Net Calls Change
+$3.37M

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$38.5M
2
JFG
Jefferies Financial Group
New York
+$10.5M
3
Bank of America
Bank of America
North Carolina
+$9.67M
4
IG
ING Group
Netherlands
+$7.65M
5
Goldman Sachs
Goldman Sachs
New York
+$5.54M

Top Sellers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$67.1M
2
JP Morgan Chase
JP Morgan Chase
New York
-$15.3M
3
WHG
Westwood Holdings Group
Texas
-$8.8M
4
TCA
Tortoise Capital Advisors
Kansas
-$5.89M
5
UBS Group
UBS Group
Switzerland
-$5.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
51
GSA Capital Partners
United Kingdom
$1M -$644K -50,922 -42%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$886K +$265K +20,915 +51%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$645K +$10.2K +808 +2%
AA
54
Argent Advisors
Louisiana
$641K +$1.39K +110 +0.2%
Wolverine Trading
55
Wolverine Trading
Illinois
$626K +$554K +43,770 New
LPL Financial
56
LPL Financial
California
$555K +$491K +38,816 New
OAM
57
Oxford Asset Management
United Kingdom
$544K +$481K +38,026 New
RJA
58
Raymond James & Associates
Florida
$532K +$152K +12,045 +48%
SMH
59
Sanders Morris Harris
Texas
$501K -$1.12M -88,400 -72%
DWA
60
Douglass Winthrop Advisors
New York
$501K -$63.3K -5,000 -13%
OAM
61
Oppenheimer Asset Management
New York
$491K +$11.2K +887 +3%
XT
62
XTX Topco
Cayman Islands
$443K +$114K +8,984 +41%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$441K -$1.58K -125 -0.4%
AT
64
Arlington Trust
Alabama
$408K – – –
IC
65
Inscription Capital
Texas
$402K +$355K +28,067 New
Mariner
66
Mariner
Kansas
$394K +$19.7K +1,555 +6%
ASN
67
Advisory Services Network
Georgia
$371K – – –
AA
68
Axiom Advisory
California
$362K +$362K +28,588 New
SPIA
69
Steward Partners Investment Advisory
New York
$325K +$285K +22,540 +11,270%
DAC
70
Dividend Assets Capital
South Carolina
$323K -$31.6K -2,499 -10%
PFA
71
Pettinga Financial Advisors
Indiana
$319K – – –
KeyBank National Association
72
KeyBank National Association
Ohio
$318K +$52.2K +4,130 +23%
FAIM
73
Financial Advocates Investment Management
Washington
$316K +$76 +6 +0%
HCM
74
Horrell Capital Management
Arkansas
$315K – – –
FWIA
75
Fort Washington Investment Advisors
Ohio
$311K +$3.23K +255 +1%
1 2
3
4 5

GEL Hedge Fund Activity: Q2 2024 in Review

114 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q2 2024, worth a combined $1.21B — up 32% from $917M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new GEL positions and 11 closed out — a net gain of 5 holders — while 34 added to existing stakes and 35 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $38.5M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $67.1M sold.

  • 114 institutional investors held Genesis Energy (GEL) as of Q2 2024, up from 110 in Q1 2024.
  • Funds reported $1.21B of Genesis Energy stock for Q2 2024, up 32% quarter-over-quarter.
  • 16 funds opened new Genesis Energy positions in Q2 2024 and 11 closed out, a net change of +5 holders.
  • The largest Genesis Energy buyer in Q2 2024 was Creative Planning, an estimated $38.5M added.
  • The largest Genesis Energy seller in Q2 2024 was Mirae Asset Global Investments, an estimated $67.1M sold.

Based on aggregated 13F filings for Q2 2024.