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Genesis Energy
GEL

115 hedge funds and large institutions have $787M invested in Genesis Energy in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

538% more call options, than puts

Call options by funds: $4.73M | Put options by funds: $741K

76% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 25

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $724M → $787M (+$62.6M)

3% more funds holding

Funds holding: 112 → 115 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.63% less ownership

Funds ownership: 73.69% → 70.06% (-3.6%)

Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
44
Reduced
25
Closed
10
Calls
$4.73M
Puts
$741K
Net Calls
+$3.98M
Net Calls Change
+$2.54M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.47M
2
SCM
SG Capital Management
Illinois
+$3.41M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.24M
4
N
Natixis
France
+$3.17M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$2.92M

Top Sellers

1
TCA
Tortoise Capital Advisors
Kansas
-$32.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$25M
3
AA
ALPS Advisors
Colorado
-$4.02M
4
Jennison Associates
Jennison Associates
New York
-$3.05M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$2.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
101
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
ADL
102
Asset Dedication LLC
California
$5K +$5.08K +500 New
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$3.61K +$3.24M +318,600 New
APA
104
American Portfolios Advisors
New York
$2.31K – – –
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$2K +$31 +3 +1%
BWM
106
BerganKDV Wealth Management
Minnesota
$2K +$2.03K +200 New
HR
107
Howe & Rusling
New York
$2K +$2.03K +200 New
BWM
108
Baystate Wealth Management
Massachusetts
$1K +$10 +1 +2%
RDIA
109
RE Dickinson Investment Advisors
Iowa
$1K +$10 +1 +1%
JMF
110
Johnson Midwest Financial
Iowa
$3 – – –
Jennison Associates
111
Jennison Associates
New York
– -$3.05M -380,719 Closed
CI
112
Cincinnati Insurance
Ohio
– -$858K -107,032 Closed
SAM
113
Securian Asset Management
Minnesota
– -$509K -63,482 Closed
CAM
114
Cresset Asset Management
Illinois
– -$245K -30,545 Closed
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
– -$40K -5,034 Closed
PFS
116
Prospera Financial Services
Texas
– -$21K -2,568 Closed
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
– -$20K -2,500 Closed
Walleye Trading
118
Walleye Trading
New York
– -$25.1K -2,470 Closed
SWM
119
Spire Wealth Management
Virginia
– -$8K -1,015 Closed
GWA
120
Gibson Wealth Advisors
Texas
– -$2K -200 Closed
GRP
121
Global Retirement Partners
California
– +$10 +1 +8%
SC
122
Sierra Capital
Florida
– +$10 +1 +2%
SPIA
123
Steward Partners Investment Advisory
New York
– +$508 +50 New
1 2 3 4
5

GEL Hedge Fund Activity: Q3 2022 in Review

115 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q3 2022, worth a combined $787M — up 8.6% from $724M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new GEL positions and 10 closed out — a net gain of 4 holders — while 44 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.47M. The largest seller was Tortoise Capital Advisors, cutting an estimated $32.2M.

  • 115 institutional investors held Genesis Energy (GEL) as of Q3 2022, up from 112 in Q2 2022.
  • Funds reported $787M of Genesis Energy stock for Q3 2022, up 8.6% quarter-over-quarter.
  • 14 funds opened new Genesis Energy positions in Q3 2022 and 10 closed out, a net change of +4 holders.
  • The largest Genesis Energy buyer in Q3 2022 was Morgan Stanley, an estimated $4.47M added.
  • The largest Genesis Energy seller in Q3 2022 was Tortoise Capital Advisors, an estimated $32.2M sold.

Based on aggregated 13F filings for Q3 2022.