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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
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$389K +$23.7K +1,371 +7%
MOS
77
MGO One Seven
Ohio
$366K -$6.72K -388 -2%
TCA
78
Tortoise Capital Advisors
Kansas
$346K -$224K -12,938 -40%
Stifel Financial
79
Stifel Financial
Missouri
$343K -$1.04M -59,961 -76%
PFA
80
Pettinga Financial Advisors
Indiana
$343K
PHS
81
Pekin Hardy Strauss
Illinois
$330K
CMF
82
Counterpoint Mutual Funds
California
$313K +$304K +17,550 New
SFWA
83
Summit Financial Wealth Advisors
Louisiana
$296K -$5.19K -300 -2%
Group One Trading
84
Group One Trading
Illinois
$285K +$276K +15,963 New
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$284K
UB
86
UMB Bank
Missouri
$250K
GWM
87
Geneos Wealth Management
Colorado
$235K +$215K +12,430 +1,714%
DAC
88
Dividend Assets Capital
South Carolina
$227K -$124K -7,183 -36%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$223K -$53.5K -3,093 -20%
FMI
90
F/M Investments
District of Columbia
$215K
FAM
91
Fulcrum Asset Management
United Kingdom
$207K
KeyBank National Association
92
KeyBank National Association
Ohio
$202K -$9.85K -569 -5%
AIA
93
Arrow Investment Advisors
Maryland
$202K +$19.1K +1,104 +11%
HF
94
HRT Financial
New York
$185K +$180K +10,395 New
Simplex Trading
95
Simplex Trading
Illinois
$94.2K -$1.21M -70,136 -93%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$80.6K +$24.3K +1,406 +45%
ITIM
97
Indiana Trust & Investment Management
Indiana
$80.2K
NA
98
NewEdge Advisors
Louisiana
$73.6K
Osaic Holdings
99
Osaic Holdings
Arizona
$71.6K -$22.5K -1,300 -24%
SPIA
100
Steward Partners Investment Advisory
New York
$61.4K