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Genesis Energy

115 hedge funds and large institutions have $887M invested in Genesis Energy in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $6.52M

31% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 29

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

2.34% more ownership

Funds ownership: 69.63%71.97% (+2.3%)

0% more funds holding

Funds holding: 115115 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

22% less capital invested

Capital invested by funds: $1.14B → $887M (-$253M)

Holders
115
Holders Change
Holders Change %
0%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
38
Reduced
29
Closed
13
Calls
$10.9M
Puts
$6.52M
Net Calls
+$4.37M
Net Calls Change
-$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$208M +$17.4M +1,472,748 +8%
Invesco
2
Invesco
Georgia
$186M +$2.11M +178,369 +1%
JP Morgan Chase
3
JP Morgan Chase
New York
$47.2M +$4.95M +418,555 +10%
Mirae Asset Global ETFs Holdings
4
Mirae Asset Global ETFs Holdings
Hong Kong
$43.9M -$3.91M -331,176 -7%
RA
5
RR Advisors
Texas
$38.9M -$2.4M -203,000 -5%
CCM
6
Chickasaw Capital Management
Tennessee
$38.8M +$178K +15,027 +0.4%
Morgan Stanley
7
Morgan Stanley
New York
$37.8M +$13.4M +1,136,088 +44%
WHG
8
Westwood Holdings Group
Texas
$37.6M -$2.19M -185,218 -5%
Goldman Sachs
9
Goldman Sachs
New York
$36.4M +$10.1M +857,668 +31%
Creative Planning
10
Creative Planning
Kansas
$31.4M
ClearBridge Investments
11
ClearBridge Investments
New York
$30.6M -$2.61M -220,643 -7%
JFG
12
Jefferies Financial Group
New York
$15.7M +$236K +20,000 +1%
N
13
Natixis
France
$13.1M
UBS Group
14
UBS Group
Switzerland
$10.2M +$2.04M +172,670 +21%
IG
15
ING Group
Netherlands
$8.64M +$1.09M +92,300 +12%
TCA
16
Tortoise Capital Advisors
Kansas
$8.2M -$154K -13,058 -2%
ICA
17
Infrastructure Capital Advisors
New York
$6.37M -$1.77M -150,000 -19%
Blackstone Inc
18
Blackstone Inc
New York
$5.82M
Barclays
19
Barclays
United Kingdom
$5.2M +$1.86M +157,401 +44%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$4.37M +$2.29M +193,594 +81%
Bank of America
21
Bank of America
North Carolina
$4M -$4.06M -343,758 -46%
NIM
22
NXG Investment Management
Texas
$3.94M -$8.86M -749,924 -66%
Citigroup
23
Citigroup
New York
$3.83M -$1.37M -116,106 -23%
CCM
24
Callodine Capital Management
Massachusetts
$3.54M +$1.18M +100,000 +40%
MNA
25
Manning & Napier Advisors
New York
$3.54M +$1.18M +100,000 +40%

GEL Hedge Fund Activity: Q4 2024 in Review

115 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q4 2024, worth a combined $887M — down 22% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new GEL positions and 13 closed out — a net gain of 3 holders — while 38 added to existing stakes and 29 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $17.4M. The largest seller was NXG Investment Management, cutting an estimated $8.86M.

  • 115 institutional investors held Genesis Energy (GEL) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $887M of Genesis Energy stock for Q4 2024, down 22% quarter-over-quarter.
  • 16 funds opened new Genesis Energy positions in Q4 2024 and 13 closed out, a net change of +3 holders.
  • The largest Genesis Energy buyer in Q4 2024 was ALPS Advisors, an estimated $17.4M added.
  • The largest Genesis Energy seller in Q4 2024 was NXG Investment Management, an estimated $8.86M sold.

Based on aggregated 13F filings for Q4 2024.