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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$145M -$25M -2,456,242 -13%
AA
2
ALPS Advisors
Colorado
$143M -$4.02M -395,637 -2%
Invesco
3
Invesco
Georgia
$136M +$908K +89,264 +0.6%
JP Morgan Chase
4
JP Morgan Chase
New York
$53.3M +$1.86M +182,506 +3%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$51.7M +$2.92M +287,435 +5%
RA
6
RR Advisors
Texas
$45M – – –
CCM
7
Chickasaw Capital Management
Tennessee
$37.2M +$611K +60,134 +2%
ClearBridge Investments
8
ClearBridge Investments
New York
$29.5M -$152K -14,900 -0.5%
Morgan Stanley
9
Morgan Stanley
New York
$22.7M +$4.47M +439,634 +22%
Goldman Sachs
10
Goldman Sachs
New York
$16.8M -$2.47M -242,524 -12%
TCA
11
Tortoise Capital Advisors
Kansas
$16.3M -$32.2M -3,165,509 -64%
UBS Group
12
UBS Group
Switzerland
$14M +$780K +76,743 +5%
SCA
13
Salient Capital Advisors
Texas
$10.3M +$480K +47,221 +4%
N
14
Natixis
France
$6.12M +$3.17M +312,100 +88%
Blackstone Inc
15
Blackstone Inc
New York
$5.3M – – –
Bank of America
16
Bank of America
North Carolina
$5.13M -$365K -35,897 -6%
Wells Fargo
17
Wells Fargo
California
$3.52M +$1.79M +176,147 +85%
Allianz Asset Management
18
Allianz Asset Management
Germany
$3.15M -$2.63M -258,200 -43%
SCM
19
SG Capital Management
Illinois
$3.08M +$3.41M +335,164 New
Citadel Advisors
20
Citadel Advisors
Florida
$3.05M +$493K +48,500 +17%
ATC
21
Argent Trust Co
Tennessee
$3.03M – – –
TCB
22
Texas Capital Bancshares
Texas
$2.76M – – –
IG
23
ING Group
Netherlands
$2.51M +$1.26M +124,000 +83%
AAM
24
Advisors Asset Management
Colorado
$1.91M +$190K +18,697 +10%
FI
25
Fractal Investments
Connecticut
$1.89M +$97.7K +9,604 +5%
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.