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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
SI
76
Stephens Inc
Arkansas
$126K -$3.16K -281 -2%
ProShare Advisors
77
ProShare Advisors
Maryland
$121K +$121K +10,772 New
Stifel Financial
78
Stifel Financial
Missouri
$121K +$121K +10,766 New
CMF
79
Counterpoint Mutual Funds
California
$110K +$110K +9,804 New
VanEck Associates
80
VanEck Associates
New York
$100K -$10K -893 -9%
TRCT
81
Tower Research Capital (TRC)
New York
$54K -$1.55K -138 -3%
BBHC
82
Brown Brothers Harriman & Co
New York
$44.3K
LF
83
Lee Financial
Texas
$29.7K -$236K -21,000 -89%
FMP
84
Financial Management Professionals
Texas
$29K
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$26.1K
Barclays
86
Barclays
United Kingdom
$21.1K -$200K -17,763 -90%
BAM
87
Belpointe Asset Management
Nevada
$18K -$5.62K -500 -24%
QCG
88
Quadrant Capital Group
Ohio
$17.6K +$5.54K +493 +46%
AAS
89
Ameritas Advisory Services
Nebraska
$16.2K +$16.2K +1,440 New
FHA
90
First Horizon Advisors
Tennessee
$15.3K
CM
91
Cornerstone Management
Georgia
$11.8K
JFA
92
JNBA Financial Advisors
Minnesota
$11.3K
US Bancorp
93
US Bancorp
Minnesota
$11.3K
MA
94
MCF Advisors
Kentucky
$11.3K +$11.2K +1,000 New
ASN
95
Advisory Services Network
Georgia
$10.8K
BF
96
BOK Financial
Oklahoma
$10.6K +$10.6K +938 New
FMII
97
Farmers & Merchants Investments Inc
Nebraska
$8.49K
CFB
98
Cullen/Frost Bankers
Texas
$8.45K
SWM
99
Spire Wealth Management
Virginia
$7.8K +$7.79K +693 New
ADL
100
Asset Dedication LLC
California
$6K