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Genesis Energy

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

67% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $6.52M

31% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 29

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

2.34% more ownership

Funds ownership: 69.63%71.97% (+2.3%)

0% more funds holding

Funds holding: 115115 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

22% less capital invested

Capital invested by funds: $1.14B → $887M (-$253M)

Holders
115
Holders Change
Holders Change %
0%
% of All Funds
1.51%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
76
Summit Financial Wealth Advisors
Louisiana
$177K
LPL Financial
77
LPL Financial
California
$157K -$276K -23,332 -60%
AIA
78
Arrow Investment Advisors
Maryland
$151K
UB
79
UMB Bank
Missouri
$142K
Brown Advisory
80
Brown Advisory
Maryland
$142K +$165K +14,000 New
BBHC
81
Brown Brothers Harriman & Co
New York
$141K
Wolverine Trading
82
Wolverine Trading
Illinois
$131K +$154K +13,015 New
Ameriprise
83
Ameriprise
Minnesota
$126K +$148K +12,492 New
FMI
84
F/M Investments
District of Columbia
$122K +$143K +12,070 New
CIA
85
Concurrent Investment Advisors
Florida
$118K +$1.08M +91,000 New
TYCC
86
Texas Yale Capital Corp
Florida
$113K
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$104K -$10.9K -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 -$2.63K -223 -5%
QCG
92
Quadrant Capital Group
Ohio
$28K
MCM
93
MAI Capital Management
Ohio
$25.9K -$144K -12,200 -83%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$23.5K
SAM
95
Smartleaf Asset Management
Massachusetts
$19.8K +$7.07K +598 +44%
MG
96
Mather Group
Illinois
$18.2K
SPIA
97
Steward Partners Investment Advisory
New York
$12.6K -$277K -23,428 -95%
RDIA
98
RE Dickinson Investment Advisors
Iowa
$12K +$24 +2 +2%
NRG
99
Nemes Rush Group
Michigan
$10.3K +$12K +1,015 New
JFA
100
JNBA Financial Advisors
Minnesota
$10.1K

GEL Hedge Fund Activity: Q4 2024 in Review

115 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q4 2024, worth a combined $887M — down 22% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new GEL positions and 13 closed out — a net gain of 3 holders — while 38 added to existing stakes and 29 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $17.4M. The largest seller was NXG Investment Management, cutting an estimated $8.86M.

  • 115 institutional investors held Genesis Energy (GEL) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $887M of Genesis Energy stock for Q4 2024, down 22% quarter-over-quarter.
  • 16 funds opened new Genesis Energy positions in Q4 2024 and 13 closed out, a net change of +3 holders.
  • The largest Genesis Energy buyer in Q4 2024 was ALPS Advisors, an estimated $17.4M added.
  • The largest Genesis Energy seller in Q4 2024 was NXG Investment Management, an estimated $8.86M sold.

Based on aggregated 13F filings for Q4 2024.