We are live on ! Find out more
GEL icon

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
AA
1
ALPS Advisors
Colorado
$184M +$453K +40,248 +0.2%
Invesco
2
Invesco
Georgia
$173M -$9.15M -813,407 -5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$85.1M +$1.78M +158,237 +2%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$67.6M -$3.39M -301,808 -5%
RA
5
RR Advisors
Texas
$62.3M +$3.44M +306,000 +6%
JP Morgan Chase
6
JP Morgan Chase
New York
$57.5M -$2.5M -222,335 -4%
CCM
7
Chickasaw Capital Management
Tennessee
$41.4M +$258K +22,970 +0.6%
Morgan Stanley
8
Morgan Stanley
New York
$37.6M -$63.4K -5,640 -0.2%
ClearBridge Investments
9
ClearBridge Investments
New York
$36.5M +$786K +69,900 +2%
WHG
10
Westwood Holdings Group
Texas
$25.2M +$5.6M +497,800 +29%
TCA
11
Tortoise Capital Advisors
Kansas
$18.3M -$872K -77,545 -5%
UBS Group
12
UBS Group
Switzerland
$18.2M +$2.04M +181,226 +13%
Goldman Sachs
13
Goldman Sachs
New York
$18.2M -$6.82M -606,567 -27%
Bank of America
14
Bank of America
North Carolina
$10M +$3.77M +335,617 +60%
IG
15
ING Group
Netherlands
$8.69M +$934K +83,000 +12%
Wells Fargo
16
Wells Fargo
California
$8.1M +$2.19M +194,292 +37%
N
17
Natixis
France
$7.5M -$7.49M -665,700 -50%
IECM
18
Intrinsic Edge Capital Management
Illinois
$6.79M -$1.11M -98,781 -14%
Blackstone Inc
19
Blackstone Inc
New York
$6.48M
ICA
20
Infrastructure Capital Advisors
New York
$6.39M +$705K +62,711 +12%
ATC
21
Argent Trust Co
Tennessee
$3.71M
SMH
22
Sanders Morris Harris
Texas
$3.39M +$3.39M +301,300 New
TCB
23
Texas Capital Bancshares
Texas
$3.38M
Citadel Advisors
24
Citadel Advisors
Florida
$3.15M -$3.75M -333,624 -54%
Cohen & Steers
25
Cohen & Steers
New York
$2.57M +$842K +74,823 +49%