We are live on ! Find out more
GEL icon

Genesis Energy
GEL

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
104
Holders Change
-6
Holders Change %
-5.45%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
38
Reduced
24
Closed
11
Calls
$2.68M
Puts
$3.8M
Net Calls
-$1.11M
Net Calls Change
+$2.16M

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$13.4M
2
Morgan Stanley
Morgan Stanley
New York
+$9.79M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$6.72M
4
JP Morgan Chase
JP Morgan Chase
New York
+$5.65M
5
Jennison Associates
Jennison Associates
New York
+$5.34M

Top Sellers

Rank Fund Capital Flow
1
N
Natixis
France
-$7.34M
2
SMH
Sanders Morris Harris
Texas
-$5.22M
3
Jane Street
Jane Street
New York
-$4.86M
4
Bank of America
Bank of America
North Carolina
-$4.16M
5
RA
RR Advisors
Texas
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
RDIA
101
RE Dickinson Investment Advisors
Iowa
$1K +$23 +2 +2%
BWM
102
Baystate Wealth Management
Massachusetts
$676 +$11 +1 +2%
GRP
103
Global Retirement Partners
California
$159 – – –
HNB
104
Huntington National Bank
Ohio
$12 – – –
SMH
105
Sanders Morris Harris
Texas
– -$5.22M -506,277 Closed
Nomura Holdings
106
Nomura Holdings
Japan
– -$1.67M -161,900 Closed
IG
107
ING Group
Netherlands
– -$1.34M -129,700 Closed
WMSA
108
Weiss Multi-Strategy Advisers
New York
– -$435K -42,132 Closed
Group One Trading
109
Group One Trading
Illinois
– -$445K -38,882 Closed
Luther King Capital Management (LKCM)
110
Luther King Capital Management (LKCM)
Texas
– -$155K -15,000 Closed
Simplex Trading
111
Simplex Trading
Illinois
– -$132K -11,498 Closed
VF
112
Virtu Financial
New York
– -$110K -10,633 Closed
RC
113
Rovin Capital
Arizona
– -$105K -10,178 Closed
SOW
114
State of Wyoming
Wyoming
– -$77.4K -7,501 Closed
BlackRock
115
BlackRock
New York
– -$31 -3 Closed
1 2 3 4
5

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.