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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
SS
101
Sunbelt Securities
Texas
$5.57K +$5.62K +500 New
JMF
102
Johnson Midwest Financial
Iowa
$3.38K
Group One Trading
103
Group One Trading
Illinois
$2.34K +$2.34K +208 New
SPIA
104
Steward Partners Investment Advisory
New York
$2.25K +$1.69K +150 +300%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$2K +$22 +2 +1%
IA
106
IFP Advisors
Florida
$1.12K -$7.67K -682 -93%
RDIA
107
RE Dickinson Investment Advisors
Iowa
$1K +$11 +1 +0.9%
BWM
108
Baystate Wealth Management
Massachusetts
$629
NC
109
NewSquare Capital
Pennsylvania
$225
GRP
110
Global Retirement Partners
California
$137
BlackRock
111
BlackRock
New York
$34
HNB
112
Huntington National Bank
Ohio
$11
HF
113
HRT Financial
New York
-$2.88M -281,922 Closed
TC
114
Tejara Capital
United Kingdom
-$50.4K -140,000 Closed
LPL Financial
115
LPL Financial
California
-$179K -17,539 Closed
USCWA
116
U.S. Capital Wealth Advisors
Texas
-$117K -11,500 Closed
Victory Capital Management
117
Victory Capital Management
Texas
-$104K -10,152 Closed
MCC
118
Money Concepts Capital
Florida
-$64.8K -6,350 Closed
SOW
119
State of Wyoming
Wyoming
-$29.4K -2,880 Closed
FCA
120
Fortis Capital Advisors
Kansas
-$5.11K -500 Closed
SC
121
Sierra Capital
Florida
-$1K -53 Closed
Deutsche Bank
122
Deutsche Bank
Germany
-$61 -6 Closed