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Genesis Energy

112 hedge funds and large institutions have $928M invested in Genesis Energy in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

456% more call options, than puts

Call options by funds: $3.87M | Put options by funds: $695K

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

28% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 29

9% more capital invested

Capital invested by funds: $852M → $928M (+$75.7M)

3% more funds holding

Funds holding: 109112 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.83% less ownership

Funds ownership: 68.05%67.22% (-0.83%)

Holders
112
Holders Change
+3
Holders Change %
+2.75%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
37
Reduced
29
Closed
10
Calls
$3.87M
Puts
$695K
Net Calls
+$3.17M
Net Calls Change
+$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$343K +$101K +8,963 +42%
AA
52
Argent Advisors
Louisiana
$334K -$56.2K -5,000 -14%
MCM
53
MAI Capital Management
Ohio
$308K +$416 +37 +0.1%
NA
54
NewEdge Advisors
Louisiana
$290K +$50.2K +4,467 +21%
Mariner
55
Mariner
Kansas
$279K -$27.1K -2,408 -9%
DAC
56
Dividend Assets Capital
South Carolina
$278K
Walleye Trading
57
Walleye Trading
New York
$271K +$271K +24,054 New
Pacer Advisors
58
Pacer Advisors
Pennsylvania
$254K -$21.8K -1,934 -8%
HCM
59
Horrell Capital Management
Arkansas
$248K
FAIM
60
Financial Advocates Investment Management
Washington
$244K +$67 +6 +0%
PFA
61
Pettinga Financial Advisors
Indiana
$237K -$11.2K -1,000 -5%
AIA
62
Arrow Investment Advisors
Maryland
$234K +$22.6K +2,006 +11%
OAM
63
Oppenheimer Asset Management
New York
$234K +$89.7K +7,971 +62%
ZA
64
Zazove Associates
Nevada
$231K
RC
65
Rovin Capital
Arizona
$222K +$2.81K +250 +1%
KeyBank National Association
66
KeyBank National Association
Ohio
$212K +$33.5K +2,983 +19%
SFWA
67
Summit Financial Wealth Advisors
Louisiana
$187K
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$171K +$281 +25 +0.2%
Luther King Capital Management (LKCM)
69
Luther King Capital Management (LKCM)
Texas
$169K
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$161K
UB
71
UMB Bank
Missouri
$158K
KACA
72
Kayne Anderson Capital Advisors
California
$155K
GT
73
Glenmede Trust
Pennsylvania
$130K
Osaic Holdings
74
Osaic Holdings
Arizona
$129K +$1.25K +111 +1%
TYCC
75
Texas Yale Capital Corp
Florida
$126K