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Genesis Energy

120 hedge funds and large institutions have $1.05B invested in Genesis Energy in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $6.89M | Put options by funds: $2.71M

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

10% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 30

10% more capital invested

Capital invested by funds: $953M → $1.05B (+$94.8M)

1% more funds holding

Funds holding: 119120 (+1)

0.39% more ownership

Funds ownership: 72.63%73.01% (+0.39%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
33
Reduced
30
Closed
13
Calls
$6.89M
Puts
$2.71M
Net Calls
+$4.18M
Net Calls Change
-$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
51
LPL Financial
California
$360K -$16.4K -1,406 -4%
DAC
52
Dividend Assets Capital
South Carolina
$327K
MCM
53
MAI Capital Management
Ohio
$324K -$36.9K -3,168 -10%
Barclays
54
Barclays
United Kingdom
$319K +$104K +8,946 +49%
FWIA
55
Fort Washington Investment Advisors
Ohio
$308K -$255K -21,850 -45%
RJA
56
Raymond James & Associates
Florida
$303K -$158K -13,508 -34%
EM
57
ELCO Management
New York
$290K
LF
58
Lee Financial
Texas
$289K +$9.28K +796 +3%
AIA
59
Arrow Investment Advisors
Maryland
$288K -$62.6K -5,370 -18%
MCC
60
Money Concepts Capital
Florida
$279K +$278K +23,844 New
RC
61
Rovin Capital
Arizona
$265K +$3.46K +297 +1%
FAIM
62
Financial Advocates Investment Management
Washington
$261K +$26K +2,226 +11%
HCM
63
Horrell Capital Management
Arkansas
$258K
ZA
64
Zazove Associates
Nevada
$240K +$239K +20,500 New
HT
65
HighTower Trust
Texas
$211K
PFA
66
Pettinga Financial Advisors
Indiana
$208K +$2.92K +250 +1%
JF
67
Jump Financial
Illinois
$202K +$67.7K +5,809 +51%
KeyBank National Association
68
KeyBank National Association
Ohio
$189K -$3.88K -333 -2%
JMPWA
69
JP Morgan Private Wealth Advisors
California
$182K
Luther King Capital Management (LKCM)
70
Luther King Capital Management (LKCM)
Texas
$176K
DADC
71
D.A. Davidson & Co
Montana
$173K -$59.5K -5,106 -26%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$168K
UB
73
UMB Bank
Missouri
$164K
KACA
74
Kayne Anderson Capital Advisors
California
$162K +$161K +13,800 New
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$152K