We are live on ! Find out more
GEL icon

Genesis Energy

121 hedge funds and large institutions have $1.66B invested in Genesis Energy in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $5.19M

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $1.44B → $1.66B (+$219M)

3% more funds holding

Funds holding: 118121 (+3)

0.63% more ownership

Funds ownership: 75.32%75.94% (+0.63%)

3% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 35

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
121
Holders Change
+3
Holders Change %
+2.54%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
13
Increased
34
Reduced
35
Closed
9
Calls
$18.8M
Puts
$5.19M
Net Calls
+$13.6M
Net Calls Change
+$4.22M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
51
Oppenheimer Asset Management
New York
$1.09M +$104K +6,032 +11%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$955K -$657K -37,970 -41%
LPL Financial
53
LPL Financial
California
$851K -$26.9K -1,553 -3%
FIA
54
Foundations Investment Advisors
Arizona
$800K +$776K +44,854 New
Citadel Advisors
55
Citadel Advisors
Florida
$742K -$1.28M -74,117 -64%
WTC
56
WhitTier Trust Company
Nevada
$706K
AA
57
Argent Advisors
Louisiana
$691K -$9.09K -525 -1%
HH
58
Hilltop Holdings
Texas
$678K -$104K -6,000 -14%
MA
59
Mutual Advisors
Nebraska
$655K +$5.26K +304 +0.8%
DWA
60
Douglass Winthrop Advisors
New York
$624K
Bank of New York Mellon
61
Bank of New York Mellon
New York
$622K +$353K +20,394 +141%
TI
62
Tidal Investments
Wisconsin
$617K +$599K +34,604 New
FWIA
63
Fort Washington Investment Advisors
Ohio
$583K +$566K +32,718 New
Neuberger Berman Group
64
Neuberger Berman Group
New York
$575K
FH
65
FWG Holdings
Florida
$549K +$539K +31,144 New
CM
66
Castleark Management
Illinois
$535K
Cohen & Steers
67
Cohen & Steers
New York
$524K -$843K -48,721 -62%
AT
68
Arlington Trust
Alabama
$521K
VanEck Associates
69
VanEck Associates
New York
$516K +$130K +7,510 +35%
CIBC World Market
70
CIBC World Market
Ontario, Canada
$476K +$462K +26,706 New
SA
71
Sanctuary Advisors
Indiana
$473K +$459K +26,535 New
ASN
72
Advisory Services Network
Georgia
$463K
CA
73
Claro Advisors
Massachusetts
$455K
SMH
74
Sanders Morris Harris
Texas
$401K +$34.6K +2,000 +10%
HCM
75
Horrell Capital Management
Arkansas
$392K