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Genesis Energy

134 hedge funds and large institutions have $1.81B invested in Genesis Energy in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.69% more ownership

Funds ownership: 71.22%71.91% (+0.69%)

3% less capital invested

Capital invested by funds: $1.87B → $1.81B (-$59.7M)

1% less funds holding

Funds holding: 136134 (-2)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

73% less call options, than puts

Call options by funds: $9.61M | Put options by funds: $36.2M

Holders
134
Holders Change
-2
Holders Change %
-1.47%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
17
Increased
35
Reduced
47
Closed
19
Calls
$9.61M
Puts
$36.2M
Net Calls
-$26.6M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
101
Evoke Wealth
California
$74.8K
FC
102
FORA Capital
Florida
$70K +$68.5K +3,401 New
AP
103
Americana Partners
Texas
$67K +$66.3K +3,290 New
CG
104
Cutler Group
California
$63K +$50K +2,483 +400%
Pacer Advisors
105
Pacer Advisors
Pennsylvania
$60K +$59.4K +2,948 New
FMP
106
Financial Management Professionals
Texas
$53K
ZB
107
Zions Bancorporation
Utah
$50K
SPIA
108
Steward Partners Investment Advisory
New York
$47K
AP
109
Arlington Partners
Alabama
$43K +$42.3K +2,100 New
TRCT
110
Tower Research Capital (TRC)
New York
$40K -$49.9K -2,480 -56%
BWM
111
BerganKDV Wealth Management
Minnesota
$35K +$34.2K +1,700 New
EFSCE
112
Enterprise Financial Services Corp (EFSC)
Missouri
$31K
IA
113
IFP Advisors
Florida
$23K +$7.25K +360 +48%
1W
114
1776 Wealth
Georgia
$21K +$21.1K +1,050 New
JFA
115
JNBA Financial Advisors
Minnesota
$20K
KPCM
116
Kings Point Capital Management
New York
$20K
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$18K
AG
118
Advisor Group
Arizona
$15K -$23.1K -1,147 -61%
FPS
119
Fieldpoint Private Securities
Connecticut
$15K +$2.01K +100 +15%
MF
120
Manchester Financial
California
$15K +$15.1K +750 New
MCM
121
McMillion Capital Management
North Carolina
$14K
QCG
122
Quadrant Capital Group
Ohio
$14K +$1.89K +94 +15%
Parallax Volatility Advisers
123
Parallax Volatility Advisers
California
$13K +$12.3K +612 New
VFA
124
Valeo Financial Advisors
Indiana
$10K
WTC
125
WhitTier Trust Company
Nevada
$10K