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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$215M +$37.3M +3,198,558 +21%
AA
2
ALPS Advisors
Colorado
$193M +$27.1M +2,324,627 +16%
Invesco
3
Invesco
Georgia
$167M +$69.9K +5,992 +0%
JP Morgan Chase
4
JP Morgan Chase
New York
$65.2M -$43.9M -3,766,909 -40%
TCA
5
Tortoise Capital Advisors
Kansas
$61.2M +$4.28M +366,716 +8%
RA
6
RR Advisors
Texas
$55.8M +$93.3K +8,000 +0.2%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$55.4M +$6.79M +581,982 +14%
CCM
8
Chickasaw Capital Management
Tennessee
$47.7M -$2.49M -213,760 -5%
ClearBridge Investments
9
ClearBridge Investments
New York
$37.7M -$267K -22,900 -0.7%
Morgan Stanley
10
Morgan Stanley
New York
$20.2M +$3.84M +329,017 +24%
Goldman Sachs
11
Goldman Sachs
New York
$19.4M -$12.3M -1,055,327 -39%
UBS Group
12
UBS Group
Switzerland
$16.8M +$2.73M +234,305 +20%
SCA
13
Salient Capital Advisors
Texas
$13M +$1.43M +122,409 +12%
Blackstone Inc
14
Blackstone Inc
New York
$7.13M
Allianz Asset Management
15
Allianz Asset Management
Germany
$7.03M
Citigroup
16
Citigroup
New York
$5.34M -$66.8K -5,729 -1%
Jennison Associates
17
Jennison Associates
New York
$4.56M
Bank of America
18
Bank of America
North Carolina
$4.43M -$936K -80,270 -18%
ECM
19
Evergreen Capital Management
Washington
$4.21M -$27.4K -2,350 -0.6%
N
20
Natixis
France
$4.14M +$1.15M +99,000 +39%
ATC
21
Argent Trust Co
Tennessee
$3.89M
TCB
22
Texas Capital Bancshares
Texas
$3.51M
FI
23
Fractal Investments
Connecticut
$2.34M
AAM
24
Advisors Asset Management
Colorado
$2.23M +$91K +7,806 +4%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.92M -$9.77K -838 -0.5%