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Genesis Energy

108 hedge funds and large institutions have $1.42B invested in Genesis Energy in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

133% more call options, than puts

Call options by funds: $30.1M | Put options by funds: $12.9M

60% more capital invested

Capital invested by funds: $887M → $1.42B (+$533M)

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

1.68% more ownership

Funds ownership: 71.97%73.65% (+1.7%)

6% less funds holding

Funds holding: 115108 (-7)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
108
Holders Change
-7
Holders Change %
-6.09%
% of All Funds
1.45%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
9
Increased
39
Reduced
29
Closed
15
Calls
$30.1M
Puts
$12.9M
Net Calls
+$17.2M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$377M +$41.7M +3,422,967 +17%
Invesco
2
Invesco
Georgia
$295M +$4.98M +408,927 +2%
Mirae Asset Global ETFs Holdings
3
Mirae Asset Global ETFs Holdings
Hong Kong
$87.9M +$15.3M +1,257,712 +29%
JP Morgan Chase
4
JP Morgan Chase
New York
$73.2M -$30.5K -2,501 -0.1%
Goldman Sachs
5
Goldman Sachs
New York
$63.9M +$5.83M +478,530 +13%
CCM
6
Chickasaw Capital Management
Tennessee
$58.5M -$1.3M -107,117 -3%
Creative Planning
7
Creative Planning
Kansas
$48.7M
ClearBridge Investments
8
ClearBridge Investments
New York
$45.5M -$1.57M -128,700 -4%
RA
9
RR Advisors
Texas
$39.5M -$16.2M -1,328,000 -35%
Morgan Stanley
10
Morgan Stanley
New York
$37.3M -$16.6M -1,359,529 -36%
WHG
11
Westwood Holdings Group
Texas
$34.9M -$18.2M -1,498,124 -40%
JFG
12
Jefferies Financial Group
New York
$29.2M +$3.76M +309,019 +20%
UBS Group
13
UBS Group
Switzerland
$19.9M +$3.2M +262,641 +26%
MHI
14
Miller Howard Investments
New York
$19.3M +$15M +1,232,404 New
N
15
Natixis
France
$19M -$1.01M -82,900 -6%
Barclays
16
Barclays
United Kingdom
$18.9M +$8.43M +691,997 +135%
IG
17
ING Group
Netherlands
$14.5M +$853K +70,000 +8%
GC
18
Grizzlyrock Capital
Illinois
$10M +$7.76M +637,279 New
Blackstone Inc
19
Blackstone Inc
New York
$9.03M
Bank of America
20
Bank of America
North Carolina
$8.96M +$2.14M +175,607 +44%
ICA
21
Infrastructure Capital Advisors
New York
$7.7M -$5.92M -486,053 -77%
CCM
22
Callodine Capital Management
Massachusetts
$7.06M +$1.22M +100,000 +29%
MNA
23
Manning & Napier Advisors
New York
$7.06M +$1.22M +100,000 +29%
NIM
24
NXG Investment Management
Texas
$6.71M +$461K +37,824 +10%
Citigroup
25
Citigroup
New York
$5.66M -$223K -18,284 -5%

GEL Hedge Fund Activity: Q1 2025 in Review

108 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Genesis Energy (GEL) for Q1 2025, worth a combined $1.42B — up 60% from $887M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of GEL and 9 opened new positions — a net loss of 6 holders — while 29 trimmed existing stakes and 39 added.

The largest buyer was ALPS Advisors, adding an estimated $41.7M. The largest seller was Westwood Holdings Group, cutting an estimated $18.2M.

  • 108 institutional investors held Genesis Energy (GEL) as of Q1 2025, down from 115 in Q4 2024.
  • Funds reported $1.42B of Genesis Energy stock for Q1 2025, up 60% quarter-over-quarter.
  • 9 funds opened new Genesis Energy positions in Q1 2025 and 15 closed out, a net change of -6 holders.
  • The largest Genesis Energy buyer in Q1 2025 was ALPS Advisors, an estimated $41.7M added.
  • The largest Genesis Energy seller in Q1 2025 was Westwood Holdings Group, an estimated $18.2M sold.

Based on aggregated 13F filings for Q1 2025.