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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
CS
76
Credit Suisse
Switzerland
$147K -$10.8K -930 -7%
TYCC
77
Texas Yale Capital Corp
Florida
$143K
SFWA
78
Summit Financial Wealth Advisors
Louisiana
$136K
USCWA
79
U.S. Capital Wealth Advisors
Texas
$135K
SI
80
Stephens Inc
Arkansas
$133K -$8.31K -713 -6%
NA
81
NewEdge Advisors
Louisiana
$133K
Pacer Advisors
82
Pacer Advisors
Pennsylvania
$129K +$40.7K +3,489 +46%
IFG
83
Independent Financial Group
California
$120K +$119K +10,225 New
AG
84
Ascent Group
Virginia
$117K
VanEck Associates
85
VanEck Associates
New York
$79K +$78.9K +6,769 New
Group One Trading
86
Group One Trading
Illinois
$78K +$77.4K +6,636 New
TRCT
87
Tower Research Capital (TRC)
New York
$64K +$58.7K +5,034 +1,271%
VI
88
Vestcor Inc
New Brunswick, Canada
$48K
BBHC
89
Brown Brothers Harriman & Co
New York
$46K
FF
90
FourThought Financial
Florida
$34K
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$31K -$27.9K -2,395 -48%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$30K -$43.7K -3,750 -60%
FMP
93
Financial Management Professionals
Texas
$30K
PFS
94
Prospera Financial Services
Texas
$30K +$29.5K +2,530 New
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$27K
FHA
96
First Horizon Advisors
Tennessee
$22K +$4.22K +362 +24%
US Bancorp
97
US Bancorp
Minnesota
$20K
CMF
98
Counterpoint Mutual Funds
California
$19K +$18.6K +1,593 New
IA
99
IFP Advisors
Florida
$16K +$7.73K +663 +1,326%
HPC
100
HM Payson & Co
Maine
$16K +$16.3K +1,400 New