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Genesis Energy
GEL

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: 110 → 114 (+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: 1 → 1 (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

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$38.5M
2
JFG
Jefferies Financial Group
New York
+$10.5M
3
Bank of America
Bank of America
North Carolina
+$9.67M
4
IG
ING Group
Netherlands
+$7.65M
5
Goldman Sachs
Goldman Sachs
New York
+$5.54M

Top Sellers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$67.1M
2
JP Morgan Chase
JP Morgan Chase
New York
-$15.3M
3
WHG
Westwood Holdings Group
Texas
-$8.8M
4
TCA
Tortoise Capital Advisors
Kansas
-$5.89M
5
UBS Group
UBS Group
Switzerland
-$5.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
101
First Horizon Advisors
Tennessee
$19.4K – – –
JFA
102
JNBA Financial Advisors
Minnesota
$14.3K – – –
MA
103
MCF Advisors
Kentucky
$14.3K – – –
US Bancorp
104
US Bancorp
Minnesota
$14.3K – – –
FMII
105
Farmers & Merchants Investments Inc
Nebraska
$10.8K – – –
SWM
106
Spire Wealth Management
Virginia
$10.6K +$101 +8 +1%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$10K +$25 +2 +0.3%
ADL
108
Asset Dedication LLC
California
$7.16K – – –
BF
109
BOK Financial
Oklahoma
$7.16K – – –
IAIM
110
International Assets Investment Management
Florida
$4.95K +$4.38K +346 New
SS
111
Sunbelt Securities
Texas
$2.86K -$3.79K -300 -60%
RDIA
112
RE Dickinson Investment Advisors
Iowa
$1.64K +$25 +2 +2%
TRCT
113
Tower Research Capital (TRC)
New York
$172 -$65.2K -5,152 -100%
HNB
114
Huntington National Bank
Ohio
$14 – – –
Mirae Asset Global Investments
115
Mirae Asset Global Investments
South Korea
– -$67.1M -6,020,276 Closed
TC
116
Tejara Capital
United Kingdom
– -$25.8K -184,384 Closed
DPIM
117
Duff & Phelps Investment Management
Illinois
– -$411K -37,000 Closed
SI
118
Stephens Inc
Arkansas
– -$125K -11,248 Closed
PAPAIJV
119
Paragon Associates & Paragon Associates II Joint Venture
Texas
– -$111K -10,000 Closed
NA
120
Nordwand Advisors
Pennsylvania
– -$100K -9,000 Closed
Simplex Trading
121
Simplex Trading
Illinois
– -$91.4K -7,227 Closed
RMC
122
Resources Management Corp
Connecticut
– -$6K -500 Closed
GRP
123
Global Retirement Partners
California
– -$147 -13 Closed
CFGS
124
Concourse Financial Group Securities
Alabama
– -$13 -1 Closed
Fidelity Investments
125
Fidelity Investments
Massachusetts
– -$11 -1 Closed
1 2 3 4
5

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.