Genesis Energy
110 hedge funds and large institutions have $843M invested in Genesis Energy in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
80% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 25
9% more capital invested
Capital invested by funds: $770M → $843M (+$73.1M)
0.87% more ownership
Funds ownership: 65.8% → 66.67% (+0.87%)
2% less funds holding
Funds holding: 112 → 110 (-2)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
60% less call options, than puts
Call options by funds: $2.2M | Put options by funds: $5.47M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
ALPS Advisors
Denver,
Colorado
|
+$21.1M |
| 2 |
N
Natixis
Paris,
France
|
+$14.1M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$9.11M |
| 4 |
JP Morgan Chase
New York
|
+$5.06M |
| 5 |
NIM
NXG Investment Management
Dallas,
Texas
|
+$3.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$27.9M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$17.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.07M |
| 4 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$2.57M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.7M |
GEL Hedge Fund Activity: Q3 2023 in Review
110 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q3 2023, worth a combined $843M — up 9.5% from $770M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of GEL and 8 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 45 added.
The largest buyer was ALPS Advisors, adding an estimated $21.1M. The largest seller was Fidelity Investments, exiting entirely with an estimated $27.9M sold.
- 110 institutional investors held Genesis Energy (GEL) as of Q3 2023, down from 112 in Q2 2023.
- Funds reported $843M of Genesis Energy stock for Q3 2023, up 9.5% quarter-over-quarter.
- 8 funds opened new Genesis Energy positions in Q3 2023 and 10 closed out, a net change of -2 holders.
- The largest Genesis Energy buyer in Q3 2023 was ALPS Advisors, an estimated $21.1M added.
- The largest Genesis Energy seller in Q3 2023 was Fidelity Investments, an estimated $27.9M sold.
Based on aggregated 13F filings for Q3 2023.