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Genesis Energy

121 hedge funds and large institutions have $1.66B invested in Genesis Energy in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $5.19M

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $1.44B → $1.66B (+$219M)

3% more funds holding

Funds holding: 118121 (+3)

0.63% more ownership

Funds ownership: 75.32%75.94% (+0.63%)

3% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 35

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
121
Holders Change
+3
Holders Change %
+2.54%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
13
Increased
34
Reduced
35
Closed
9
Calls
$18.8M
Puts
$5.19M
Net Calls
+$13.6M
Net Calls Change
+$4.22M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$462M +$17.6M +1,016,098 +4%
Invesco
2
Invesco
Georgia
$336M +$317K +18,317 +0.1%
Mirae Asset Global ETFs Holdings
3
Mirae Asset Global ETFs Holdings
Hong Kong
$134M +$4.55M +262,830 +4%
Goldman Sachs
4
Goldman Sachs
New York
$71.8M -$20.2M -1,164,644 -22%
Morgan Stanley
5
Morgan Stanley
New York
$70.9M -$1.37M -78,887 -2%
JP Morgan Chase
6
JP Morgan Chase
New York
$66.6M +$4.55M +263,043 +8%
Creative Planning
7
Creative Planning
Kansas
$55.4M +$3.46K +200 +0%
ClearBridge Investments
8
ClearBridge Investments
New York
$51.7M
CCM
9
Chickasaw Capital Management
Tennessee
$47.6M -$2.23M -128,888 -5%
WHG
10
Westwood Holdings Group
Texas
$38.2M +$36.1M +2,085,528 +3,494%
MHI
11
Miller Howard Investments
New York
$35.3M +$9.78K +565 +0%
IG
12
ING Group
Netherlands
$34.6M -$9.71M -561,100 -22%
UBS Group
13
UBS Group
Switzerland
$31.6M -$676K -39,058 -2%
JFG
14
Jefferies Financial Group
New York
$23M -$6.9M -398,867 -24%
RA
15
RR Advisors
Texas
$15.5M -$83.2K -4,804 -0.6%
N
16
Natixis
France
$15.4M -$6.12M -353,600 -29%
ICA
17
Infrastructure Capital Advisors
New York
$11.3M +$251K +14,508 +2%
Blackstone Inc
18
Blackstone Inc
New York
$10.3M
Bank of America
19
Bank of America
North Carolina
$9.74M +$1.47M +85,060 +18%
Citigroup
20
Citigroup
New York
$9.2M +$2.7M +156,227 +43%
Barclays
21
Barclays
United Kingdom
$8.65M +$1.02M +59,042 +14%
CCM
22
Callodine Capital Management
Massachusetts
$8.65M +$254K +14,676 +3%
MNA
23
Manning & Napier Advisors
New York
$8.65M +$254K +14,676 +3%
NIM
24
NEOS Investment Management
Connecticut
$6.41M +$5.72M +330,422 +1,127%
FI
25
Fractal Investments
Connecticut
$6.12M