Genesis Energy
112 hedge funds and large institutions have $928M invested in Genesis Energy in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 10 closing their positions.
456% more call options, than puts
Call options by funds: $3.87M | Put options by funds: $695K
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
28% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 29
9% more capital invested
Capital invested by funds: $852M → $928M (+$75.7M)
3% more funds holding
Funds holding: 109 → 112 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.83% less ownership
Funds ownership: 68.05% → 67.22% (-0.83%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$5.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.77M |
| 3 |
RA
RR Advisors
Dallas,
Texas
|
+$3.44M |
| 4 |
SMH
Sanders Morris Harris
Houston,
Texas
|
+$3.39M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$9.15M |
| 2 |
N
Natixis
Paris,
France
|
-$7.49M |
| 3 |
Goldman Sachs
New York
|
-$6.82M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.75M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$3.39M |
GEL Hedge Fund Activity: Q1 2023 in Review
112 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q1 2023, worth a combined $928M — up 8.9% from $852M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new GEL positions and 10 closed out — a net gain of 3 holders — while 37 added to existing stakes and 29 trimmed.
The largest buyer was Westwood Holdings Group, adding an estimated $5.6M. The largest seller was Invesco, cutting an estimated $9.15M.
- 112 institutional investors held Genesis Energy (GEL) as of Q1 2023, up from 109 in Q4 2022.
- Funds reported $928M of Genesis Energy stock for Q1 2023, up 8.9% quarter-over-quarter.
- 13 funds opened new Genesis Energy positions in Q1 2023 and 10 closed out, a net change of +3 holders.
- The largest Genesis Energy buyer in Q1 2023 was Westwood Holdings Group, an estimated $5.6M added.
- The largest Genesis Energy seller in Q1 2023 was Invesco, an estimated $9.15M sold.
Based on aggregated 13F filings for Q1 2023.