We are live on ! Find out more
GEL icon

Genesis Energy

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: 110114 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
JF
76
Jump Financial
Illinois
$299K -$504K -39,875 -66%
VanEck Associates
77
VanEck Associates
New York
$297K +$38.9K +3,073 +17%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$265K +$235K +18,539 New
MCM
79
MAI Capital Management
Ohio
$254K -$23.6K -1,863 -9%
Stifel Financial
80
Stifel Financial
Missouri
$242K +$3.04K +240 +1%
SFWA
81
Summit Financial Wealth Advisors
Louisiana
$241K
UB
82
UMB Bank
Missouri
$200K
BBHC
83
Brown Brothers Harriman & Co
New York
$199K
AIA
84
Arrow Investment Advisors
Maryland
$186K -$22.1K -1,749 -12%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$182K
Corient Private Wealth
86
Corient Private Wealth
Florida
$164K
TYCC
87
Texas Yale Capital Corp
Florida
$160K
NA
88
NewEdge Advisors
Louisiana
$145K -$14.9K -1,181 -10%
KACA
89
Kayne Anderson Capital Advisors
California
$106K
AW
90
Avion Wealth
Texas
$85K
Group One Trading
91
Group One Trading
Illinois
$79.5K +$70.2K +5,553 New
ITIM
92
Indiana Trust & Investment Management
Indiana
$64.4K
Osaic Holdings
93
Osaic Holdings
Arizona
$63.7K -$17.4K -1,373 -24%
MG
94
Mather Group
Illinois
$48.5K -$4.97K -393 -8%
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$47K +$41.7K +3,300 New
PI
96
PEAK6 Investments
Illinois
$40.6K -$254K -20,058 -88%
QCG
97
Quadrant Capital Group
Ohio
$36.8K
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$33.2K
CFB
99
Cullen/Frost Bankers
Texas
$26.1K
SAM
100
Smartleaf Asset Management
Massachusetts
$21.4K -$8.44K -667 -30%

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.