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Genesis Energy
GEL

Overview Fund Activity

115 hedge funds and large institutions have $887M invested in Genesis Energy in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
–
Holders Change %
0%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
38
Reduced
29
Closed
13
Calls
$10.9M
Puts
$6.52M
Net Calls
+$4.37M
Net Calls Change
-$1.26M

Top Buyers

1
AA
1
ALPS Advisors
Colorado
$208M
2
Morgan Stanley
2
Morgan Stanley
New York
$37.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$36.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$47.2M
5
SF
5
Summit Financial
New Jersey
$2.13M

Top Sellers

1
NIM
1
NXG Investment Management
Texas
$3.94M
2
Wells Fargo
2
Wells Fargo
California
$3.53M
3
Bank of America
3
Bank of America
North Carolina
$4M
4
Mirae Asset Global ETFs Holdings
4
Mirae Asset Global ETFs Holdings
Hong Kong
$43.9M
5
HF
5
HRT Financial
New York
$540K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFWA
76
Summit Financial Wealth Advisors
Louisiana
$177K – – –
LPL Financial
77
LPL Financial
California
$157K -$236K -23,332 -60%
AIA
78
Arrow Investment Advisors
Maryland
$151K – – –
UB
79
UMB Bank
Missouri
$142K – – –
Brown Advisory
80
Brown Advisory
Maryland
$142K +$142K +14,000 New
BBHC
81
Brown Brothers Harriman & Co
New York
$141K – – –
Wolverine Trading
82
Wolverine Trading
Illinois
$131K +$131K +13,015 New
Ameriprise
83
Ameriprise
Minnesota
$126K +$126K +12,492 New
FMI
84
F/M Investments
District of Columbia
$122K +$122K +12,070 New
CIA
85
Concurrent Investment Advisors
Florida
$118K +$118K +91,000 New
TYCC
86
Texas Yale Capital Corp
Florida
$113K – – –
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$104K -$9.34K -925 -8%
NA
88
NewEdge Advisors
Louisiana
$102K – – –
AW
89
Avion Wealth
Texas
$60K – – –
ITIM
90
Indiana Trust & Investment Management
Indiana
$45.5K – – –
Osaic Holdings
91
Osaic Holdings
Arizona
$39.6K -$2.26K -223 -5%
QCG
92
Quadrant Capital Group
Ohio
$28K – – –
MCM
93
MAI Capital Management
Ohio
$25.9K -$123K -12,200 -83%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$23.5K – – –
SAM
95
Smartleaf Asset Management
Massachusetts
$19.8K +$6K +598 +44%
MG
96
Mather Group
Illinois
$18.2K – – –
SPIA
97
Steward Partners Investment Advisory
New York
$12.6K -$237K -23,428 -95%
RDIA
98
RE Dickinson Investment Advisors
Iowa
$12K +$203 +2 +2%
NRG
99
Nemes Rush Group
Michigan
$10.3K +$10.3K +1,015 New
JFA
100
JNBA Financial Advisors
Minnesota
$10.1K – – –
2 3
4
5 6