GEL Institutional Ownership
Genesis Energy, L.P.
1W: +1.7%
1M: +2.0%
3M: -2.5%
YTD: -8.7%
1Y: -8.3%
3Y: +41.6%
5Y: +65.2%
$14.36
-0.01 (-0.07%)
Weekly Expected Move ±3.1%
$13
$14
$14
$15
$15
Credit Risk of going bust: lower than 50% of companies Debt: 64.6% of company value Bonds: $381.4M held by 310 funds, 266 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.07 (down 93%), Genesis Energy, L.P. would be worth roughly what it owes.
Total debt $3.20B against a stock market value of $1.75B.
Distance to default 5.14 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.65B (short-term plus half of long-term), stock volatility 27.2%; Altman Z'' 0.31. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $1.07 (down 93%), Genesis Energy, L.P. would be worth roughly what it owes.
Total debt $3.20B against a stock market value of $1.75B.
Distance to default 5.14 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.65B (short-term plus half of long-term), stock volatility 27.2%; Altman Z'' 0.31. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — GEL
134
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
$1B
Total Invested
13
New Positions
33
Increased
49
Reduced
14
Closed
0.60
Put/Call Ratio
Ownership Trends
Top Institutional Holders (142 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ALPS ADVISORS INC | 24,840,174 | $357M | -1,085,372 | -4.2% | 53Q | SEC ↗ |
| 2 | Invesco Ltd. | 18,873,970 | $271M | +3,120 | +0.0% | 58Q | SEC ↗ |
| 3 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 7,721,496 | $111M | +195,480 | +2.6% | 9Q | SEC ↗ |
| 4 | MORGAN STANLEY | 4,857,954 | $70M | +882,071 | +22.2% | 60Q | SEC ↗ |
| 5 | GOLDMAN SACHS GROUP INC | 4,333,462 | $62M | +305,361 | +7.6% | 15Q | SEC ↗ |
| 6 | JPMORGAN CHASE & CO | 4,063,176 | $58M | +309,367 | +8.2% | 73Q | SEC ↗ |
| 7 | Creative Planning | 3,105,233 | $45M | -650 | -0.0% | 9Q | SEC ↗ |
| 8 | Clearbridge Investments, LLC | 2,897,883 | $42M | — | +0.0% | 62Q | SEC ↗ |
| 9 | WESTWOOD HOLDINGS GROUP INC | 2,125,577 | $31M | -19,642 | -0.9% | 15Q | SEC ↗ |
| 10 | ING GROEP NV | 1,689,700 | $24M | -250,000 | -12.9% | 10Q | SEC ↗ |
| 11 | Jefferies Financial Group Inc. | 1,441,358 | $21M | +152,797 | +11.9% | 9Q | SEC ↗ |
| 12 | MILLER HOWARD INVESTMENTS INC /NY | 1,423,389 | $20M | -554,220 | -28.0% | 6Q | SEC ↗ |
| 13 | CHICKASAW CAPITAL MANAGEMENT LLC | 1,264,224 | $18M | -1,406,048 | -52.7% | 77Q | SEC ↗ |
| 14 | UBS Group AG | 1,202,510 | $17M | -572,572 | -32.3% | 47Q | SEC ↗ |
| 15 | RR Advisors, LLC | 868,342 | $12M | — | +0.0% | 87Q | SEC ↗ |
| 16 | NATIXIS | 861,900 | $12M | — | +0.0% | 22Q | SEC ↗ |
| 17 | CIBC Bancorp USA Inc. NEW | 798,412 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 18 | CITIGROUP INC | 774,418 | $11M | +258,608 | +50.1% | 62Q | SEC ↗ |
| 19 | BARCLAYS PLC | 739,426 | $11M | +254,186 | +52.4% | 56Q | SEC ↗ |
| 20 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | 643,436 | $9M | +11,575 | +1.8% | 17Q | SEC ↗ |
| 21 | BANK OF AMERICA CORP /DE | 611,824 | $9M | +65,527 | +12.0% | 15Q | SEC ↗ |
| 22 | NEOS Investment Management LLC | 600,617 | $9M | +240,886 | +67.0% | 3Q | SEC ↗ |
| 23 | Blackstone Inc. | 575,735 | $8M | — | +0.0% | 25Q | SEC ↗ |
| 24 | MANNING & NAPIER ADVISORS LLC | 484,963 | $7M | — | +0.0% | 9Q | SEC ↗ |
| 25 | Callodine Capital Management, LP | 484,963 | $7M | — | +0.0% | 9Q | SEC ↗ |
| 26 | Fractal Investments LLC | 343,243 | $5M | — | +0.0% | 19Q | SEC ↗ |
| 27 | Argent Trust Co | 329,325 | $5M | — | +0.0% | 33Q | SEC ↗ |
| 28 | Occam Crest Management LP | 312,000 | $4M | -20,000 | -6.0% | 4Q | SEC ↗ |
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 305,481 | $4M | +197,551 | +183.0% | 16Q | SEC ↗ |
| 30 | Advisors Asset Management, Inc. | 240,484 | $3M | +7,522 | +3.2% | 59Q | SEC ↗ |
| 31 | ROYAL BANK OF CANADA | 239,465 | $3M | -34,501 | -12.6% | 67Q | SEC ↗ |
| 32 | Pinnacle Holdings, LLC | 236,087 | $3M | -1,760 | -0.7% | 73Q | SEC ↗ |
| 33 | CITADEL ADVISORS LLC | 231,463 | $3M | +189,849 | +456.2% | 5Q | SEC ↗ |
| 34 | Summit Financial, LLC | 210,497 | $3M | — | +0.0% | 7Q | SEC ↗ |
| 35 | Texas Capital Bank Wealth Management S | 200,000 | $3M | — | +0.0% | 3Q | SEC ↗ |
| 36 | JANE STREET GROUP, LLC NEW | 186,972 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 37 | HRT FINANCIAL LP | 175,238 | $3M | +164,843 | +1585.8% | 2Q | SEC ↗ |
| 38 | ELCO Management Co., LLC | 169,202 | $2M | -831 | -0.5% | 21Q | SEC ↗ |
| 39 | ENVESTNET ASSET MANAGEMENT INC | 150,586 | $2M | -21,590 | -12.5% | 12Q | SEC ↗ |
| 40 | BNP PARIBAS FINANCIAL MARKETS | 145,918 | $2M | +11,787 | +8.8% | 30Q | SEC ↗ |
| 41 | DG Capital Management, LLC | 135,140 | $2M | +40,072 | +42.2% | 9Q | SEC ↗ |
| 42 | HighTower Advisors, LLC | 120,269 | $2M | -1,473 | -1.2% | 63Q | SEC ↗ |
| 43 | EXCHANGE TRADED CONCEPTS, LLC | 109,484 | $2M | -5,424 | -4.7% | 13Q | SEC ↗ |
| 44 | Maryland State Retirement & Pension Sy | 104,911 | $2M | +6,059 | +6.1% | 15Q | SEC ↗ |
| 45 | Cresset Asset Management, LLC | 100,340 | $1M | -2,975 | -2.9% | 7Q | SEC ↗ |
| 46 | COHEN & STEERS, INC. | 95,796 | $1M | +66,430 | +226.2% | 3Q | SEC ↗ |
| 47 | Sowell Financial Services LLC | 91,588 | $1M | -38 | -0.0% | 15Q | SEC ↗ |
| 48 | FLAX POND CAPITAL, LLC | 85,232 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 49 | Jump Financial, LLC | 81,383 | $1M | -2,828 | -3.4% | 5Q | SEC ↗ |
| 50 | DBA TRADING, LLC | 72,500 | $1M | — | +0.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| CIBC Bancorp USA Inc. | 798,412 | $11M |
| JANE STREET GROUP, LLC | 186,972 | $3M |
| GSA CAPITAL PARTNERS LLP | 53,029 | $761K |
| AlTi Global, Inc. | 40,000 | $574K |
| CARRET ASSET MANAGEMENT, LLC | 40,000 | $574K |
| IMC-Chicago, LLC | 25,155 | $361K |
| Susquehanna Portfolio Strategies, L | 23,019 | $331K |
| Equitable Holdings, Inc. | 11,875 | $171K |
| ProShare Advisors LLC | 10,282 | $148K |
| Arax Advisory Partners | 6,918 | $99K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,699 | $24K |
| Integrated Wealth Concepts LLC | 400 | $6K |
| SWAN Capital LLC | 30 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Corient Private Wealth LLC | 55,000 | $790K |
| Foundations Investment Advisors, LL | 44,854 | $644K |
| WHITTIER TRUST CO OF NEVADA INC | 40,000 | $574K |
| Pacer Advisors, Inc. | 34,974 | $502K |
| Tidal Investments LLC | 34,604 | $497K |
| NEUBERGER BERMAN GROUP LLC | 32,250 | $463K |
| ARS Investment Partners, LLC | 32,000 | $460K |
| FWG Holdings, LLC | 31,144 | $447K |
| CASTLEARK MANAGEMENT LLC | 29,980 | $431K |
| CIBC WORLD MARKET INC. | 26,706 | $383K |
| SANDERS MORRIS HARRIS LLC | 22,500 | $323K |
| MGO ONE SEVEN LLC | 20,543 | $295K |
| Counterpoint Mutual Funds LLC | 17,550 | $252K |
| BROWN BROTHERS HARRIMAN & CO | 10,000 | $144K |
| QUADRANT CAPITAL GROUP LLC | 2,768 | $40K |
| MAI Capital Management | 2,557 | $37K |
| Kestra Advisory Services, LLC | 1,922 | $28K |
| US BANCORP \DE | 1,000 | $14K |
| JNBA Financial Advisors | 1,000 | $14K |
| Garton & Associates Financial Advis | 362 | $5K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +882,071 | +22.2% | 4,857,954 |
| JPMORGAN CHASE & CO | +309,367 | +8.2% | 4,063,176 |
| GOLDMAN SACHS GROUP INC | +305,361 | +7.6% | 4,333,462 |
| CITIGROUP INC | +258,608 | +50.1% | 774,418 |
| BARCLAYS PLC | +254,186 | +52.4% | 739,426 |
| NEOS Investment Management LLC | +240,886 | +67.0% | 600,617 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +197,551 | +183.0% | 305,481 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | +195,480 | +2.6% | 7,721,496 |
| CITADEL ADVISORS LLC | +189,849 | +456.2% | 231,463 |
| HRT FINANCIAL LP | +164,843 | +1585.8% | 175,238 |
| Jefferies Financial Group Inc. | +152,797 | +11.9% | 1,441,358 |
| COHEN & STEERS, INC. | +66,430 | +226.2% | 95,796 |
| BANK OF AMERICA CORP /DE | +65,527 | +12.0% | 611,824 |
| DG Capital Management, LLC | +40,072 | +42.2% | 135,140 |
| SIMPLEX TRADING, LLC | +23,100 | +437.3% | 28,383 |
| FORT WASHINGTON INVESTMENT ADVISORS | +20,025 | +61.2% | 52,743 |
| GROUP ONE TRADING LLC | +17,533 | +109.8% | 33,496 |
| BNP PARIBAS FINANCIAL MARKETS | +11,787 | +8.8% | 145,918 |
| INFRASTRUCTURE CAPITAL ADVISORS, LL | +11,575 | +1.8% | 643,436 |
| LPL Financial LLC | +10,202 | +21.4% | 57,947 |