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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
MA
101
MCF Advisors
Kentucky
$10.1K
US Bancorp
102
US Bancorp
Minnesota
$10.1K
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$10K +$35 +3 +0.3%
PEAK6
104
PEAK6
Illinois
$5.53K +$6.46K +547 New
BF
105
BOK Financial
Oklahoma
$5.17K
FHA
106
First Horizon Advisors
Tennessee
$5.14K
ADL
107
Asset Dedication LLC
California
$5.05K
AWM
108
Avior Wealth Management
Nebraska
$4.67K +$5.45K +461 New
LFG
109
Larson Financial Group
Missouri
$2.18K -$14.6K -1,232 -85%
SS
110
Sunbelt Securities
Texas
$2.01K -$2.96K -250 -56%
TRCT
111
Tower Research Capital (TRC)
New York
$1.26K -$6.83K -578 -82%
HI
112
Harbour Investments
Wisconsin
$1.01K +$1.18K +100 New
BIG
113
Brooklyn Investment Group
New York
$850 +$993 +84 New
HNB
114
Huntington National Bank
Ohio
$10
First Trust Advisors
115
First Trust Advisors
Illinois
-$2.24M -167,428 Closed
CIS
116
Custom Index Systems
New York
-$1.19M -89,278 Closed
PHS
117
Pekin Hardy Strauss
Illinois
-$925K -69,200 Closed
SPS
118
Susquehanna Portfolio Strategies
Pennsylvania
-$331K -24,759 Closed
XT
119
XTX Topco
Cayman Islands
-$321K -23,978 Closed
PSP
120
Principal Street Partners
Tennessee
-$276K -20,607 Closed
JF
121
Jump Financial
Illinois
-$269K -20,125 Closed
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
-$240K -17,916 Closed
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
-$139K -10,393 Closed
MRC
124
Millburn Ridgefield Corp
New York
-$58.7K -4,392 Closed
CFB
125
Cullen/Frost Bankers
Texas
-$24.4K -1,827 Closed

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.