GEVO INC GEVO
COM PAR · Common Stock · CUSIP 374396406 · ISIN US3743964062
A renewable chemicals and advanced biofuels company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($470.7k this quarter). Holder counts are more reliable. Shares outstanding: 239.5m as of 2024-08-07, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $0.56. Options: 9 managers hold calls ($186.7k notional), 8 hold puts ($778.4k).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 143 |
| Q4 2022 | 142 |
| Q1 2023 | 148 |
| Q2 2023 | 129 |
| Q3 2023 | 124 |
| Q4 2023 | 126 |
| Q1 2024 | 129 |
| Q2 2024 | 127 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 68 | 66 |
| Q1 2023 | 70 | 52 |
| Q2 2023 | 61 | 73 |
| Q3 2023 | 54 | 57 |
| Q4 2023 | 54 | 59 |
| Q1 2024 | 50 | 70 |
| Q2 2024 | 54 | 75 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $983.0k | $422.3k | 0.43 |
| Q4 2023 | $1.1m | $1.7m | 1.54 |
| Q1 2024 | $163.8k | $1.1m | 6.65 |
| Q2 2024 | $186.7k | $778.4k | 4.17 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | New | +5.2m |
| VANGUARD GROUP INC | Added | +3.5m |
| JANE STREET GROUP, LLC | Added | +2.9m |
| RBF Capital, LLC | New | +674.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +631.2k |
| CREDIT AGRICOLE S A | New | +598.0k |
| Y-Intercept (Hong Kong) Ltd | New | +582.5k |
| Point72 Asia (Singapore) Pte. Ltd. | New | +529.0k |
| CITADEL ADVISORS LLC | Added | +507.1k |
| Centiva Capital, LP | New | +490.4k |
Biggest sellers
| BlackRock Inc. | Reduced | -14.3m |
| STATE STREET CORP | Reduced | -3.7m |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -2.4m |
| Invesco Ltd. | Reduced | -1.6m |
| MORGAN STANLEY | Reduced | -1.3m |
| Thomist Capital Management, LP | Reduced | -984.5k |
| Nuveen Asset Management, LLC | Sold out | -911.0k |
| Amundi | Sold out | -903.9k |
| Bank of New York Mellon Corp | Reduced | -741.1k |
| D. E. Shaw & Co., Inc. | Sold out | -639.0k |
Biggest calls
| SABBY MANAGEMENT, LLC | Added | $70.1k1.3k shares |
| JANE STREET GROUP, LLC | Added | $28.1k50.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $25.9k46.2k shares |
| SIMPLEX TRADING, LLC | Added | $25.0k46.3k shares |
| GROUP ONE TRADING LLC | New | $17.6k31.6k shares |
| CITADEL ADVISORS LLC | Reduced | $11.0k19.8k shares |
| WOLVERINE TRADING, LLC | Reduced | $8.0k14.3k shares |
| HAP Trading, LLC | New | $98310.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $360.8k644.2k shares |
| GROUP ONE TRADING LLC | Reduced | $167.1k299.9k shares |
| Caption Management, LLC | Unchanged | $105.9k190.0k shares |
| WOLVERINE TRADING, LLC | Added | $87.7k157.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $31.0k57.1k shares |
| CITADEL ADVISORS LLC | Added | $13.0k23.4k shares |
| GTS SECURITIES LLC | Reduced | $12.9k23.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution new · filed 2025-07-17 | 6.7% |
| STATE STREET CORP 13G · institution new · filed 2026-08-07 | 5.5% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 9 | $3.1m | — |
| Q4 2022 | 0 | — | 3 | $120.7k | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 3 | $34.9k | $34.9k |
| Q3 2023 | 0 | — | 10 | $1.2m | $1.2m |
| Q4 2023 | 0 | — | 2 | $31.3k | $627 |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 17.3m $9.6m | Added +3.5m |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 5.2m $2.9m | New |
| BlackRock Inc. 0.00% of their portfolio | 4.7m $2.6m | Reduced -14.3m |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 3.5m $1.9m | Added +2.9m |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.01% of their portfolio | 3.3m $1.8m | Added +96.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.5m $1.4m | Reduced -2.4m |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.8m $979.1k | Reduced -172.6k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 1.5m $835.8k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 1.5m $830.8k | Added +631.2k |
| Thomist Capital Management, LP 0.30% of their portfolio | 1.4m $829.9k | Reduced -984.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.2m $672.7k | Added +269.9k |
| Baird Financial Group, Inc. 0.00% of their portfolio | 1.1m $637.9k | Reduced -284.3k |
| STATE STREET CORP 0.00% of their portfolio | 855.2k $476.5k | Reduced -3.7m |
| Invesco Ltd. 0.00% of their portfolio | 791.2k $440.8k | Reduced -1.6m |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 694.4k $386.9k | Added +507.1k |
| RBF Capital, LLC 0.02% of their portfolio | 674.3k $375.7k | New |
| CREDIT AGRICOLE S A 0.00% of their portfolio | 598.0k $333.2k | New |
| Y-Intercept (Hong Kong) Ltd 0.02% of their portfolio | 582.5k $324.6k | New |
| Point72 Asia (Singapore) Pte. Ltd. 0.06% of their portfolio | 529.0k $294.8k | New |
| Centiva Capital, LP 0.01% of their portfolio | 490.4k $273.3k | New |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 275.8k $153.7k | Reduced -35.2k |
| HRT FINANCIAL LP 0.00% of their portfolio | 275.0k $153.0k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 273.9k $151.0k | Reduced -68.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 266.0k $148.2k | Reduced -266.3k |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 261.5k $145.7k | Reduced -3.7k |
| SABBY MANAGEMENT, LLC 1.85% of their portfolio | 250.0k $139.3k | Reduced -100.0k |
| Cubist Systematic Strategies, LLC 0.00% of their portfolio | 201.3k $112.1k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 184.8k $102.9k | Reduced -81.9k |
| Caption Management, LLC 0.01% of their portfolio | 181.0k $100.9k | Added +40.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 171.4k $95.5k | Unchanged |
| Brevan Howard Capital Management LP 0.01% of their portfolio | 148.4k $82.7k | New |
| WOLVERINE TRADING, LLC 0.00% of their portfolio | 144.2k $80.4k | Added +12.8k |
| MORGAN STANLEY 0.00% of their portfolio | 135.4k $75.4k | Reduced -1.3m |
| XTX Topco Ltd 0.01% of their portfolio | 133.7k $74.5k | Added +51.1k |
| Virtu Financial LLC 0.01% of their portfolio | 133.1k $74.0k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 120.4k $67.1k | First filing |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 119.2k $66.4k | New |
| Point72 (DIFC) Ltd 0.01% of their portfolio | 114.4k $63.8k | New |
| Verition Fund Management LLC 0.00% of their portfolio | 104.3k $58.1k | New |
| AMG National Trust Bank 0.00% of their portfolio | 101.3k $56.4k | Unchanged |
| TWO SIGMA SECURITIES, LLC 0.00% of their portfolio | 99.3k $55.3k | Reduced -24.5k |
| Alternative Investment Advisors, LLC. 0.03% of their portfolio | 91.0k $50.7k | New |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 90.2k $50.0k | Added +59.6k |
| Laurion Capital Management LP 0.00% of their portfolio | 87.9k $49.0k | New |
| NewEdge Advisors, LLC 0.00% of their portfolio | 79.3k $44.2k | Added +49.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 62.3k $34.7k | Reduced -80.4k |
| Catalyst Funds Management Pty Ltd 0.01% of their portfolio | 60.8k $33.9k | Reduced -37.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 57.9k $32.3k | Reduced -145.3k |
| BANK OF NOVA SCOTIA 0.00% of their portfolio | 53.2k $29.7k | New |
| FinTrust Capital Advisors, LLC 0.01% of their portfolio | 50.0k $27.9k | Unchanged |
| Jump Financial, LLC 0.00% of their portfolio | 50.0k $27.8k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 49.1k $27.3k | Added +47.5k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 45.2k $25.2k | Added +33.6k |
| Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio | 43.7k $24.4k | Added +28.4k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 41.9k $23.3k | Reduced -8.3k |
| MIRABELLA FINANCIAL SERVICES LLP 0.00% of their portfolio | 41.5k $23.1k | New |
| FMR LLC 0.00% of their portfolio | 37.5k $20.9k | Added +10.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 36.5k $20.3k | Reduced -366.2k |
| First Affirmative Financial Network 0.01% of their portfolio | 35.3k $19.6k | Added +3.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 35.1k $19.6k | Reduced -183.4k |
| Marex Group Ltd 0.00% of their portfolio | 34.0k $18.9k | Unchanged |
| Aaron Wealth Advisors LLC 0.00% of their portfolio | 32.0k $17.8k | New |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 32.0k $17.8k | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 31.9k $17.8k | Reduced -741.1k |
| ProShare Advisors LLC 0.00% of their portfolio | 31.7k $17.7k | Reduced -10.8k |
| CITIGROUP INC 0.00% of their portfolio | 31.4k $17.5k | Reduced -13.3k |
| GTS SECURITIES LLC 0.00% of their portfolio | 28.9k $16.1k | Reduced -4.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 28.9k $16.1k | Reduced -1.5k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 28.5k $15.9k | Reduced -89.8k |
| LPL Financial LLC 0.00% of their portfolio | 28.2k $15.7k | Added +4.4k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 27.6k $15.4k | Added +3.5k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 26.8k $16.0k | Unchanged |
| Ethic Inc. 0.00% of their portfolio | 26.6k $14.8k | Added +7.3k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 25.9k $14.4k | Unchanged |
| Traynor Capital Management, Inc. 0.00% of their portfolio | 20.0k $11.1k | Unchanged |
| Creative Planning 0.00% of their portfolio | 19.8k $11.1k | Reduced -894 |
| Savant Capital, LLC 0.00% of their portfolio | 19.5k $10.9k | New |
| Arete Wealth Advisors, LLC 0.00% of their portfolio | 19.0k $11.0k | New |
| Cetera Investment Advisers 0.00% of their portfolio | 18.6k $10.4k | Unchanged |
| SG Americas Securities, LLC 0.00% of their portfolio | 16.2k $9.0k | Reduced -67.4k |
| Leonteq Securities AG 0.00% of their portfolio | 16.0k $8.9k | Unchanged |
| HBK Sorce Advisory LLC 0.00% of their portfolio | 15.6k $8.7k | New |
| Paloma Partners Management Co 0.00% of their portfolio | 15.6k $8.7k | Reduced -80.3k |
| MARIPAU WEALTH MANAGEMENT LLC 0.01% of their portfolio | 15.4k $8.6k | New |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 14.8k $8.0k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 14.1k $7.9k | Reduced -64.7k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 14.0k $8.0k | Reduced -100 |
| Signal Advisors Wealth, LLC 0.02% of their portfolio | 14.0k $7.8k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 13.4k $7.0k | Added +6.9k |
| WNY Asset Management, LLC 0.00% of their portfolio | 13.4k $7.4k | New |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 13.0k $7.3k | Unchanged |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 12.2k $6.8k | New |
| Focus Partners Advisor Solutions, LLC 0.00% of their portfolio | 11.3k $6.3k | Added +280 |
| NORTHWEST WEALTH MANAGEMENT, LLC 0.00% of their portfolio | 11.0k $6.1k | Unchanged |
| Pinnacle Financial Group, LLC / IL 0.00% of their portfolio | 10.8k $6.0k | Unchanged |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 10.7k $6.0k | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 10.4k $6.0k | Reduced -2.7k |
| Valeo Financial Advisors, LLC 0.00% of their portfolio | 10.0k $5.6k | Unchanged |
| Cape Investment Advisory, Inc. 0.00% of their portfolio | 5.1k $2.8k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 4.8k $2.7k | Unchanged |