Genesis Energy
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$13.4M |
| 2 |
Morgan Stanley
New York
|
+$9.79M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$6.72M |
| 4 |
JP Morgan Chase
New York
|
+$5.65M |
| 5 |
Jennison Associates
New York
|
+$5.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Natixis
Paris,
France
|
-$7.34M |
| 2 |
SMH
Sanders Morris Harris
Houston,
Texas
|
-$5.22M |
| 3 |
Jane Street
New York
|
-$4.86M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$4.16M |
| 5 |
RA
RR Advisors
Dallas,
Texas
|
-$2.15M |
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.