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California Resources

252 hedge funds and large institutions have $4.48B invested in California Resources in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 82 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 82

15% more capital invested

Capital invested by funds: $3.88B → $4.48B (+$598M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less funds holding

Funds holding: 259252 (-7)

11.5% less ownership

Funds ownership: 106.74%95.24% (-12%)

17% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 41

31% less call options, than puts

Call options by funds: $59.8M | Put options by funds: $86.6M

Holders
252
Holders Change
-7
Holders Change %
-2.7%
% of All Funds
3.62%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
34
Increased
100
Reduced
82
Closed
41
Calls
$59.8M
Puts
$86.6M
Net Calls
-$26.7M
Net Calls Change
+$7.02M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
226
Private Trust Company
Ohio
$4.3K -$303 -6 -7%
AF
227
Allworth Financial
California
$4.25K +$354 +7 +9%
FFO
228
Fortitude Family Office
Arizona
$3.88K +$3.74K +74 New
LFA
229
LGT Financial Advisors
Texas
$2.99K
RIL
230
Rothschild Investment LLC
Illinois
$2.89K +$1.26K +25 +83%
JWA
231
JFS Wealth Advisors
Pennsylvania
$2.52K -$152 -3 -6%
EWA
232
EverSource Wealth Advisors
Alabama
$2.47K -$354 -7 -13%
FMII
233
Farmers & Merchants Investments Inc
Nebraska
$2.47K
MPWT
234
MassMutual Private Wealth & Trust
Connecticut
$2.41K -$607 -12 -21%
S
235
SignatureFD
Georgia
$2.26K +$455 +9 +26%
CIBC Private Wealth Group
236
CIBC Private Wealth Group
Georgia
$2.15K
Barrow, Hanley, Mewhinney & Strauss
237
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.1K +$51 +1 +3%
VCM
238
Versant Capital Management
Arizona
$1.73K -$657 -13 -28%
IA
239
IFP Advisors
Florida
$1.68K +$1.62K +32 New
GRP
240
Global Retirement Partners
California
$1.42K -$303 -6 -18%
AWM
241
Avior Wealth Management
Nebraska
$1.23K
HWM
242
Hemington Wealth Management
Virginia
$1K +$1.26K +25 New
SIC
243
SJS Investment Consulting
Ohio
$735
FHA
244
First Horizon Advisors
Tennessee
$629
PFBT
245
Parkside Financial Bank & Trust
Missouri
$525 -$38.2K -755 -99%
CPA
246
Capital Performance Advisors
California
$525 +$506 +10 New
MFG
247
Mendota Financial Group
Wisconsin
$315 +$303 +6 New
AWM
248
Abound Wealth Management
Tennessee
$210 -$202 -4 -50%
CA
249
CoreCap Advisors
Michigan
$210 +$202 +4 New
TFM
250
TFC Financial Management
Massachusetts
$53 +$51 +1 New

CRC Hedge Fund Activity: Q3 2024 in Review

252 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in California Resources (CRC) for Q3 2024, worth a combined $4.48B — up 15% from $3.88B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of CRC and 34 opened new positions — a net loss of 7 holders — while 82 trimmed existing stakes and 100 added.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $531M. The largest seller was Fidelity Investments, cutting an estimated $22.3M.

  • 252 institutional investors held California Resources (CRC) as of Q3 2024, down from 259 in Q2 2024.
  • Funds reported $4.48B of California Resources stock for Q3 2024, up 15% quarter-over-quarter.
  • 34 funds opened new California Resources positions in Q3 2024 and 41 closed out, a net change of -7 holders.
  • The largest California Resources buyer in Q3 2024 was Canada Pension Plan Investment Board, an estimated $531M added.
  • The largest California Resources seller in Q3 2024 was Fidelity Investments, an estimated $22.3M sold.

Based on aggregated 13F filings for Q3 2024.