Genesis Energy
115 hedge funds and large institutions have $1.14B invested in Genesis Energy in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 8 closing their positions.
96% more call options, than puts
Call options by funds: $11.5M | Put options by funds: $5.85M
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
6% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 34
1% more funds holding
Funds holding: 114 → 115 (+1)
0.64% more ownership
Funds ownership: 68.98% → 69.63% (+0.64%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less capital invested
Capital invested by funds: $1.21B → $1.14B (-$68.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFG
Jefferies Financial Group
New York
|
+$9.61M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$7.86M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$7.55M |
| 4 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
|
+$3.34M |
| 5 |
CCM
Callodine Capital Management
Boston,
Massachusetts
|
+$2.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$8.31M |
| 2 |
CCM
Chickasaw Capital Management
Memphis,
Tennessee
|
-$6.42M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4.19M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.57M |
| 5 |
Citigroup
New York
|
-$3.08M |
GEL Hedge Fund Activity: Q3 2024 in Review
115 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q3 2024, worth a combined $1.14B — down 5.7% from $1.21B a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new GEL positions and 8 closed out — a net gain of 1 holder — while 36 added to existing stakes and 34 trimmed.
The largest buyer was Jefferies Financial Group, adding an estimated $9.61M. The largest seller was Bank of America, cutting an estimated $8.31M.
- 115 institutional investors held Genesis Energy (GEL) as of Q3 2024, up from 114 in Q2 2024.
- Funds reported $1.14B of Genesis Energy stock for Q3 2024, down 5.7% quarter-over-quarter.
- 9 funds opened new Genesis Energy positions in Q3 2024 and 8 closed out, a net change of +1 holder.
- The largest Genesis Energy buyer in Q3 2024 was Jefferies Financial Group, an estimated $9.61M added.
- The largest Genesis Energy seller in Q3 2024 was Bank of America, an estimated $8.31M sold.
Based on aggregated 13F filings for Q3 2024.