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Genesis Energy

166 hedge funds and large institutions have $2.38B invested in Genesis Energy in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 55 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 55

1.02% less ownership

Funds ownership: 74.61%73.59% (-1%)

5% less funds holding

Funds holding: 174166 (-8)

18% less capital invested

Capital invested by funds: $2.9B → $2.38B (-$523M)

24% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 25

28% less call options, than puts

Call options by funds: $4.16M | Put options by funds: $5.78M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
166
Holders Change
-8
Holders Change %
-4.6%
% of All Funds
4.14%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.12%
New
19
Increased
51
Reduced
55
Closed
25
Calls
$4.16M
Puts
$5.78M
Net Calls
-$1.62M
Net Calls Change
-$3.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
126
Chicago Partners Investment Group
Illinois
$115K +$95.6K +3,367 +342%
AIL
127
AGF Investments LLC
Ontario, Canada
$110K +$17.1K +603 +17%
Manulife (Manufacturers Life Insurance)
128
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$103K
BL
129
Balentine LLC
Georgia
$83K -$14.4K -507 -14%
MFT
130
Moisand Fitzgerald Tamayo
Florida
$79K +$85.2K +3,000 New
EFSCE
131
Enterprise Financial Services Corp (EFSC)
Missouri
$69K -$3.97K -140 -5%
FMP
132
Financial Management Professionals
Texas
$68K
Simplex Trading
133
Simplex Trading
Illinois
$64K -$18.3K -646 -21%
IA
134
IFP Advisors
Florida
$64K -$7.1K -250 -9%
BFEC
135
Benjamin F. Edwards & Company
Missouri
$59K
ASN
136
Advisory Services Network
Georgia
$55K
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$53K -$82.9K -2,920 -59%
LTFS
138
Ladenburg Thalmann Financial Services
Florida
$41K +$114 +4 +0.3%
FANJ
139
Financial Architects (New Jersey)
New Jersey
$40K
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$37K
CTC
141
Central Trust Company
Missouri
$35K
FHA
142
First Horizon Advisors
Tennessee
$33K -$5.59K -197 -14%
ECM
143
Estabrook Capital Management
New York
$29K
FPS
144
Fieldpoint Private Securities
Connecticut
$28K +$30.2K +1,063 New
JFA
145
JNBA Financial Advisors
Minnesota
$26K
LF
146
Lee Financial
Texas
$26K
MFBTD
147
MB Financial Bank - Trust Department
Illinois
$26K
QCG
148
Quadrant Capital Group
Ohio
$25K +$1.76K +62 +7%
HT
149
Heritage Trust
Oklahoma
$23K
EA
150
Edge Advisors
Georgia
$20K -$250K -8,814 -92%