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Genesis Energy

114 hedge funds and large institutions have $1.21B invested in Genesis Energy in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $8.47M | Put options by funds: $5.75M

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

32% more capital invested

Capital invested by funds: $917M → $1.21B (+$292M)

4% more funds holding

Funds holding: 110114 (+4)

1.51% more ownership

Funds ownership: 67.47%68.98% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 35

Holders
114
Holders Change
+4
Holders Change %
+3.64%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
34
Reduced
35
Closed
11
Calls
$8.47M
Puts
$5.75M
Net Calls
+$2.72M
Net Calls Change
+$3.37M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$271M +$3.93M +310,839 +2%
Invesco
2
Invesco
Georgia
$253M +$144K +11,372 +0.1%
Mirae Asset Global ETFs Holdings
3
Mirae Asset Global ETFs Holdings
Hong Kong
$63.4M +$56.1M +4,431,194 New
CCM
4
Chickasaw Capital Management
Tennessee
$61.4M +$3.32M +262,784 +7%
JP Morgan Chase
5
JP Morgan Chase
New York
$61.3M -$15.3M -1,212,945 -22%
RA
6
RR Advisors
Texas
$57.8M -$4.47M -353,000 -8%
WHG
7
Westwood Holdings Group
Texas
$47.7M -$8.8M -695,329 -17%
ClearBridge Investments
8
ClearBridge Investments
New York
$46.5M
Creative Planning
9
Creative Planning
Kansas
$43.6M +$38.5M +3,046,191 New
Goldman Sachs
10
Goldman Sachs
New York
$39.1M +$5.54M +437,817 +19%
Morgan Stanley
11
Morgan Stanley
New York
$38.5M +$2.68M +211,672 +9%
Bank of America
12
Bank of America
North Carolina
$19.3M +$9.67M +764,668 +131%
N
13
Natixis
France
$17.4M -$36.7K -2,900 -0.2%
NIM
14
NXG Investment Management
Texas
$16.6M +$1.01M +80,000 +7%
UBS Group
15
UBS Group
Switzerland
$15.7M -$5.19M -410,300 -27%
Wells Fargo
16
Wells Fargo
California
$15.7M -$363K -28,707 -3%
TCA
17
Tortoise Capital Advisors
Kansas
$12.2M -$5.89M -465,248 -35%
JFG
18
Jefferies Financial Group
New York
$11.8M +$10.5M +826,627 New
ICA
19
Infrastructure Capital Advisors
New York
$11.1M -$877K -69,298 -8%
Citigroup
20
Citigroup
New York
$10.3M -$2.3M -181,853 -20%
IG
21
ING Group
Netherlands
$9.48M +$7.65M +605,000 +1,049%
Blackstone Inc
22
Blackstone Inc
New York
$8.24M
Barclays
23
Barclays
United Kingdom
$6.23M +$3M +237,517 +120%
ATC
24
Argent Trust Co
Tennessee
$4.71M
HF
25
HRT Financial
New York
$4.27M +$3M +237,161 +388%

GEL Hedge Fund Activity: Q2 2024 in Review

114 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q2 2024, worth a combined $1.21B — up 32% from $917M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new GEL positions and 11 closed out — a net gain of 5 holders — while 34 added to existing stakes and 35 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $38.5M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $67.1M sold.

  • 114 institutional investors held Genesis Energy (GEL) as of Q2 2024, up from 110 in Q1 2024.
  • Funds reported $1.21B of Genesis Energy stock for Q2 2024, up 32% quarter-over-quarter.
  • 16 funds opened new Genesis Energy positions in Q2 2024 and 11 closed out, a net change of +5 holders.
  • The largest Genesis Energy buyer in Q2 2024 was Creative Planning, an estimated $38.5M added.
  • The largest Genesis Energy seller in Q2 2024 was Mirae Asset Global Investments, an estimated $67.1M sold.

Based on aggregated 13F filings for Q2 2024.