Genesis Energy
109 hedge funds and large institutions have $852M invested in Genesis Energy in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 18 closing their positions.
110% more call options, than puts
Call options by funds: $1.08M | Put options by funds: $516K
64% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 25
8% more capital invested
Capital invested by funds: $787M → $852M (+$65.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.01% less ownership
Funds ownership: 70.06% → 68.05% (-2%)
5% less funds holding
Funds holding: 115 → 109 (-6)
22% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$17.9M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$14.6M |
| 3 |
Morgan Stanley
New York
|
+$9.05M |
| 4 |
AA
ALPS Advisors
Denver,
Colorado
|
+$7.29M |
| 5 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$7.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$86.2M |
| 2 |
JP Morgan Chase
New York
|
-$4.7M |
| 3 |
CCM
Chickasaw Capital Management
Memphis,
Tennessee
|
-$3.95M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$3.15M |
| 5 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$3.08M |
GEL Hedge Fund Activity: Q4 2022 in Review
109 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q4 2022, worth a combined $852M — up 8.3% from $787M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of GEL and 14 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 41 added.
The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $17.9M. The largest seller was Fidelity Investments, cutting an estimated $86.2M.
- 109 institutional investors held Genesis Energy (GEL) as of Q4 2022, down from 115 in Q3 2022.
- Funds reported $852M of Genesis Energy stock for Q4 2022, up 8.3% quarter-over-quarter.
- 14 funds opened new Genesis Energy positions in Q4 2022 and 18 closed out, a net change of -4 holders.
- The largest Genesis Energy buyer in Q4 2022 was Westwood Holdings Group, an estimated $17.9M added.
- The largest Genesis Energy seller in Q4 2022 was Fidelity Investments, an estimated $86.2M sold.
Based on aggregated 13F filings for Q4 2022.