GEL icon

Genesis Energy
GEL

Overview Fund Activity

109 hedge funds and large institutions have $852M invested in Genesis Energy in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-6
Holders Change %
-5.22%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
41
Reduced
25
Closed
18
Calls
$1.08M
Puts
$516K
Net Calls
+$567K
Net Calls Change
-$3.42M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$17.7M
2
Invesco
2
Invesco
Georgia
$166M
3
Morgan Stanley
3
Morgan Stanley
New York
$34.2M
4
AA
4
ALPS Advisors
Colorado
$166M
5
IECM
5
Intrinsic Edge Capital Management
Illinois
$7.17M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$75.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$54.4M
3
CCM
3
Chickasaw Capital Management
Tennessee
$37.3M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$0
5
SCM
5
SG Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
76
Texas Yale Capital Corp
Florida
$114K -$10.2K -1,000 -8%
Victory Capital Management
77
Victory Capital Management
Texas
$104K -$51 -5 -0%
VanEck Associates
78
VanEck Associates
New York
$100K -$3.34K -326 -3%
MCC
79
Money Concepts Capital
Florida
$64.8K +$64.8K +6,350 New
TC
80
Tejara Capital
United Kingdom
$50.4K +$50.4K +140,000 New
TRCT
81
Tower Research Capital (TRC)
New York
$50K -$596 -59 -1%
BBHC
82
Brown Brothers Harriman & Co
New York
$40.1K – – –
SOW
83
State of Wyoming
Wyoming
$29.4K +$29.4K +2,880 New
FMP
84
Financial Management Professionals
Texas
$27K – – –
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$23.7K – – –
BAM
86
Belpointe Asset Management
Nevada
$21.4K +$21.4K +2,100 New
IA
87
IFP Advisors
Florida
$16K +$197 +9 +1%
FHA
88
First Horizon Advisors
Tennessee
$13.8K – – –
QCG
89
Quadrant Capital Group
Ohio
$10.9K +$2.61K +256 +31%
CM
90
Cornerstone Management
Georgia
$10.7K – – –
JFA
91
JNBA Financial Advisors
Minnesota
$10.2K – – –
US Bancorp
92
US Bancorp
Minnesota
$10.2K – – –
ASN
93
Advisory Services Network
Georgia
$9.75K +$9.75K +955 New
FMII
94
Farmers & Merchants Investments Inc
Nebraska
$7.7K – – –
CFB
95
Cullen/Frost Bankers
Texas
$7.66K – – –
FCA
96
Fortis Capital Advisors
Kansas
$5.11K +$5.11K +500 New
ADL
97
Asset Dedication LLC
California
$5K – – –
NA
98
NewEdge Advisors
Louisiana
$4.94K +$154 +663 +3%
JMF
99
Johnson Midwest Financial
Iowa
$3K – – –
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$2K +$29 +3 +1%
2 3
4
5 6