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Genesis Energy

136 hedge funds and large institutions have $1.87B invested in Genesis Energy in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.78% less ownership

Funds ownership: 72%71.22% (-0.78%)

3% less capital invested

Capital invested by funds: $1.93B → $1.87B (-$58M)

4% less funds holding

Funds holding: 141136 (-5)

13% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 46

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

55% less call options, than puts

Call options by funds: $7.46M | Put options by funds: $16.8M

Holders
136
Holders Change
-5
Holders Change %
-3.55%
% of All Funds
2.98%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
13
Increased
40
Reduced
46
Closed
18
Calls
$7.46M
Puts
$16.8M
Net Calls
-$9.29M
Net Calls Change
-$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
76
Sumitomo Mitsui Trust Group
Japan
$515K
CIBC Private Wealth Group
77
CIBC Private Wealth Group
Georgia
$485K +$48.1K +2,214 +11%
Wolverine Trading
78
Wolverine Trading
Illinois
$477K +$117K +5,394 +32%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$470K +$10.1K +466 +2%
LF
80
Lee Financial
Texas
$451K
PFA
81
Pettinga Financial Advisors
Indiana
$443K
SI
82
Stephens Inc
Arkansas
$442K +$6K +276 +1%
ZA
83
Zazove Associates
Nevada
$440K -$445K -20,500 Closed
Stifel Financial
84
Stifel Financial
Missouri
$395K -$257K -11,843 -39%
HT
85
HighTower Trust
Texas
$386K -$52.5K -2,418 -12%
BP
86
BBR Partners
New York
$386K
NL
87
NWAM LLC
Washington
$347K +$18.8K +865 +6%
AFG
88
American Financial Group
Ohio
$344K
SFS
89
Sowell Financial Services
Arkansas
$324K +$328K +15,104 New
NA
90
NewEdge Advisors
Louisiana
$298K +$303K +13,946 New
GWM
91
Geneos Wealth Management
Colorado
$258K
LPL Financial
92
LPL Financial
California
$255K +$14.5K +668 +6%
SFG
93
SNS Financial Group
Minnesota
$230K +$232K +10,700 New
Luther King Capital Management (LKCM)
94
Luther King Capital Management (LKCM)
Texas
$226K
HCM
95
Horrell Capital Management
Arkansas
$215K
OAM
96
Oppenheimer Asset Management
New York
$190K -$103K -4,735 -35%
BAM
97
Belpointe Asset Management
Nevada
$172K
S
98
SignatureFD
Georgia
$157K
HCM
99
Hilton Capital Management
New York
$107K
JG
100
Jefferies Group
New York
$103K +$638K +29,363 New