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Genesis Energy
GEL

104 hedge funds and large institutions have $969M invested in Genesis Energy in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 24

15% more capital invested

Capital invested by funds: $843M → $969M (+$126M)

1.62% more ownership

Funds ownership: 66.67% → 68.29% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 110 → 104 (-6)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

29% less call options, than puts

Call options by funds: $2.68M | Put options by funds: $3.8M

Holders
104
Holders Change
-6
Holders Change %
-5.45%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
38
Reduced
24
Closed
11
Calls
$2.68M
Puts
$3.8M
Net Calls
-$1.11M
Net Calls Change
+$2.16M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$13.4M
2
Morgan Stanley
Morgan Stanley
New York
+$9.79M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$6.72M
4
JP Morgan Chase
JP Morgan Chase
New York
+$5.65M
5
Jennison Associates
Jennison Associates
New York
+$5.34M

Top Sellers

1
N
Natixis
France
-$7.34M
2
SMH
Sanders Morris Harris
Texas
-$5.22M
3
Jane Street
Jane Street
New York
-$4.86M
4
Bank of America
Bank of America
North Carolina
-$4.16M
5
RA
RR Advisors
Texas
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1
ALPS Advisors
Colorado
$217M +$125K +10,882 +0.1%
Invesco
2
Invesco
Georgia
$202M +$101K +8,864 +0.1%
JP Morgan Chase
3
JP Morgan Chase
New York
$71.8M +$5.65M +493,177 +9%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$60.9M +$6.72M +587,429 +13%
RA
5
RR Advisors
Texas
$58.4M -$2.15M -188,000 -4%
WHG
6
Westwood Holdings Group
Texas
$48.5M +$681K +59,458 +1%
CCM
7
Chickasaw Capital Management
Tennessee
$44.6M +$3.2M +279,836 +8%
Morgan Stanley
8
Morgan Stanley
New York
$42.9M +$9.79M +855,314 +30%
ClearBridge Investments
9
ClearBridge Investments
New York
$37.8M – – –
Goldman Sachs
10
Goldman Sachs
New York
$24.7M +$2.17M +189,610 +10%
TCA
11
Tortoise Capital Advisors
Kansas
$18.8M -$984K -85,985 -5%
N
12
Natixis
France
$17.2M -$7.34M -641,200 -30%
UBS Group
13
UBS Group
Switzerland
$16.4M +$13.4M +1,172,536 +479%
NIM
14
NXG Investment Management
Texas
$16.3M +$4.51M +394,055 +39%
Wells Fargo
15
Wells Fargo
California
$11.4M +$2.22M +194,258 +24%
ICA
16
Infrastructure Capital Advisors
New York
$8.87M +$206K +17,957 +2%
Blackstone Inc
17
Blackstone Inc
New York
$6.67M – – –
Jennison Associates
18
Jennison Associates
New York
$5.4M +$5.34M +466,399 New
Bank of America
19
Bank of America
North Carolina
$3.97M -$4.16M -363,681 -51%
ATC
20
Argent Trust Co
Tennessee
$3.81M – – –
TCB
21
Texas Capital Bancshares
Texas
$3.47M – – –
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$3.21M -$1.57M -137,177 -33%
FI
23
Fractal Investments
Connecticut
$3.14M – – –
Citigroup
24
Citigroup
New York
$3.11M +$2.24M +195,501 +266%
First Trust Advisors
25
First Trust Advisors
Illinois
$2.69M -$41.4K -3,620 -2%
1
2 3 4 5

GEL Hedge Fund Activity: Q4 2023 in Review

104 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q4 2023, worth a combined $969M — up 15% from $843M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of GEL and 8 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 38 added.

The largest buyer was UBS Group, adding an estimated $13.4M. The largest seller was Natixis, cutting an estimated $7.34M.

  • 104 institutional investors held Genesis Energy (GEL) as of Q4 2023, down from 110 in Q3 2023.
  • Funds reported $969M of Genesis Energy stock for Q4 2023, up 15% quarter-over-quarter.
  • 8 funds opened new Genesis Energy positions in Q4 2023 and 11 closed out, a net change of -3 holders.
  • The largest Genesis Energy buyer in Q4 2023 was UBS Group, an estimated $13.4M added.
  • The largest Genesis Energy seller in Q4 2023 was Natixis, an estimated $7.34M sold.

Based on aggregated 13F filings for Q4 2023.