Genesis Energy

GEL • NYSE

Genesis Energy is a oil & gas midstream company in the energy sector on NYSE, led by Grant E. Sims, with a market cap of $1.9B. As of Q3 2025, 76% of shares are held by 118 institutional investors, with ALPS ADVISORS INC as the largest holder at 19.61%.

Chief Executive OfficerGrant E. Sims

Market Cap$1.9B

Oil & Gas Midstream

Energy

Employees2.1K

Websitegenesisenergy.com

Country

United States of America

Overview

Overview of institutional ownership in GEL as of Q3 2025 with a market cap of $2.0B

All Institutions

Institutions: 118
Value Held: $1.5B
Shares Held: 92.6M
Avg Position: $13.1M
Median Position: $654.5K

Hedge Funds

Hedge Funds: 8
Value Held: $65.9M
Shares Held: 3.9M
Avg Position: $8.2M
Median Position: $3.3M

Ownership Breakdown

Institutional (non-HF)

72.37%

$1.5B

Hedge Funds

3.22%

$65.9M

Retail & Other

24.41%

$499.6M

Based on market cap of $2.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in GEL as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
A ALPS ADVISORS INC ETF Provider	Laton Andrew Spahr President	$401.4M 2.24% of portfolio	19.61% 24.0M shares	≤ Q2 2013 Held for 12y 5m+	$18.0B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$314.2M 0.05% of portfolio	15.35% 18.8M shares	≤ Q2 2013 Held for 12y 5m+	$633.08B
M MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Institution	-	$107.3M 0.17% of portfolio	5.24% 6.4M shares	Q2 2024 Held for 1y 5m	$61.8B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$84.5M 0.01% of portfolio	4.13% 5.1M shares	≤ Q2 2013 Held for 12y 5m+	$691.34B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$64.1M 0.00% of portfolio	3.13% 3.8M shares	≤ Q2 2013 Held for 12y 5m+	$1.56T
Creative Planning RIA/Wealth	Peter Alex Mallouk CEO	$51.9M 0.04% of portfolio	2.54% 3.1M shares	Q2 2024 Held for 1y 5m	$130.86B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$48.4M 0.00% of portfolio	2.37% 2.9M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
Clearbridge Investments, LLC Long Only Manager	Terrence James Murphy President	$48.4M 0.04% of portfolio	2.37% 2.9M shares	≤ Q2 2013 Held for 12y 5m+	$132.87B
CHICKASAW CAPITAL MANAGEMENT LLC Long Only Manager	Matthew Gregory Mead Managing Partner	$47.6M 1.96% of portfolio	2.32% 2.8M shares	≤ Q2 2013 Held for 12y 5m+	$2.4B
I ING GROEP NV Institution	-	$39.7M 0.21% of portfolio	1.94% 2.4M shares	Q4 2021 Held for 3y 11m	$18.5B

Net Capital Flow

Institutional buying and selling activity for GEL in Q3 2025

Traded: +$13.5M
Buyers: 38
Sellers: 46
Total Bought: +$75.2M
Total Sold: −$61.7M
Avg Position: $12.2M

Biggest Buyers

Institution	Net Bought	Current Position
M MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Institution	+$24.5M +1.5M shares	$107.3M 6.4M shares
I ING GROEP NV Institution	+$15.4M +922.6K shares	$39.7M 2.4M shares
M MILLER HOWARD INVESTMENTS INC /NY Long Only Manager	+$9.4M +562.9K shares	$34.3M 2.1M shares
A ALPS ADVISORS INC ETF Provider	+$9.3M +559.2K shares	$401.4M 24.0M shares
GOLDMAN SACHS GROUP INC Institution	+$4.7M +279.0K shares	$84.5M 5.1M shares
N NATIXIS Institution	+$3.1M +188.0K shares	$20.3M 1.2M shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$2.6M +157.4K shares	$2.8M 169.6K shares
N Neuberger Berman Group LLC Institution	+$1.6M +95.6K shares	$1.6M 95.6K shares
Lee Financial CORP RIA/Wealth	+$1.2M +73.9K shares	$1.2M 73.9K shares
CITIGROUP INC Institution	+$971.3K +58.1K shares	$7.3M 435.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
JPMORGAN CHASE & CO Institution	−$17.5M −1.0M shares	$64.1M 3.8M shares
CHICKASAW CAPITAL MANAGEMENT LLC Long Only Manager	−$11.8M −705.6K shares	$47.6M 2.8M shares
MORGAN STANLEY RIA/Wealth	−$7.6M −457.5K shares	$48.4M 2.9M shares
UBS Group AG Institution	−$5.1M −307.3K shares	$23.1M 1.4M shares
J JANE STREET GROUP, LLC Institution	−$3.2M −193.6K shares	$871.6K 52.2K shares
WESTWOOD HOLDINGS GROUP INC Institution	−$2.3M −139.3K shares	$31.7M 1.9M shares
H HRT FINANCIAL LLC Institution	−$1.9M −111.6K shares	Sold Off 0 shares
X XTX Topco Ltd Institution	−$925.6K −53.7K shares	Sold Off 0 shares
L LPL Financial LLC Institution	−$912.3K −54.6K shares	$815.4K 48.8K shares
INFRASTRUCTURE CAPITAL ADVISORS, LLC ETF Provider	−$876.7K −53.6K shares	$9.3M 567.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited GEL in Q3 2025

New Positions: 1
New Value: $1.8K
Exited Positions: 9
Exited Value: $5.1M

New Positions

Institution	Position Value
SRS Capital Advisors, Inc. RIA/Wealth	$1.8K 109.0 shares

Exited Positions

Institution	Previous Position
H HRT FINANCIAL LLC Institution	$1.9M 111.6K shares
X XTX Topco Ltd Institution	$925.6K 53.7K shares
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ Long Only Manager	$769.9K 44.7K shares
LEVEL FOUR ADVISORY SERVICES, LLC RIA/Wealth	$547.3K 31.8K shares
Financial Advocates Investment Management RIA/Wealth	$381.8K 22.2K shares
I Inscription Capital, LLC RIA/Wealth	$327.3K 19.0K shares
BANK OF MONTREAL /CAN/ Institution	$251.0K 14.6K shares
A Atlantic Trust Group, LLC Institution	$3.4K 200.0 shares
PNC FINANCIAL SERVICES GROUP, INC. Institution	$2.6K 151.0 shares

Options Activity

Institutions with the largest Call and Put options positions in GEL as of Q3 2025

Call Positions: 7
Call Value: $21.8M
Put Positions: 4
Put Value: $5.2M

Call Positions

Institution	Position Value
J JANE STREET GROUP, LLC Institution	$6.9M 4.1K contracts
DG Capital Management, LLC Hedge Fund•Multi-Strategy	$5.7M 3.4K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$4.0M 2.4K contracts
Caption Management, LLC Hedge Fund•Long/Short	$3.3M 2.0K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.5M 914.0 contracts
W WOLVERINE TRADING, LLC Institution	$467.0K 281.0 contracts
P PEAK6 LLC Institution	- - contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.5M 1.5K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.9M 1.1K contracts
J JANE STREET GROUP, LLC Institution	$432.8K 259.0 contracts
W WOLVERINE TRADING, LLC Institution	$319.1K 192.0 contracts

Most Committed Institutions

Institutions with GEL as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
R RR Advisors, LLC Hedge Fund•Sector	Robert Joseph Raymond CEO	8.84% $37.5M	1.83% 2.2M shares	≤ Q2 2013 Held for 12y 5m+	$424.7M
G GRIZZLYROCK CAPITAL, LLC Hedge Fund•Value	Michael Timothy Holt Member	8.18% $10.5M	0.51% 630.3K shares	Q1 2025 Held for 8 months	$128.8M
DG Capital Management, LLC Hedge Fund•Multi-Strategy	Dov Nmn Gertzulin Managing Partner	2.37% $3.6M	0.18% 218.3K shares	Q2 2024 Held for 1y 5m	$153.6M
A ALPS ADVISORS INC ETF Provider	Laton Andrew Spahr President	2.24% $401.4M	19.61% 24.0M shares	≤ Q2 2013 Held for 12y 5m+	$18.0B
CHICKASAW CAPITAL MANAGEMENT LLC Long Only Manager	Matthew Gregory Mead Managing Partner	1.96% $47.6M	2.32% 2.8M shares	≤ Q2 2013 Held for 12y 5m+	$2.4B
INFRASTRUCTURE CAPITAL ADVISORS, LLC ETF Provider	Jay Don Hatfield CEO	1.65% $9.3M	0.46% 567.4K shares	Q2 2022 Held for 3y 5m	$561.1M
Pinnacle Holdings, LLC RIA/Wealth	David Monroe Poarch Managing Partner	1.63% $4.0M	0.20% 239.5K shares	≤ Q2 2013 Held for 12y 5m+	$246.2M
ELCO Management Co., LLC Hedge Fund•Long/Short	Paul Elliot Managing Partner	1.51% $2.9M	0.14% 172.6K shares	Q3 2016 Held for 9y 2m	$191.4M
TEXAS CAPITAL BANCSHARES INC/TX Institution	Robert C. Holmes CEO	1.32% $3.3M	0.16% 200.0K shares	Q1 2016 Held for 9y 8m	$254.1M
M MILLER HOWARD INVESTMENTS INC /NY Long Only Manager	Luan Elizabeth Jenifer CEO	1.05% $34.3M	1.68% 2.1M shares	Q1 2025 Held for 8 months	$3.3B

Hedge Fund Spotlight

Discover hedge funds investing in GEL

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Genesis Energy

Market Value: $2.3M
Shares Held: 135.3K
Portfolio Weight: 0.00%
Owned Since: 2013-Q4

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