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California Resources
CRC

270 hedge funds and large institutions have $4.04B invested in California Resources in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 87 increasing their positions, 96 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $776M | Put options by funds: $394M

41% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 34

4% more funds holding

Funds holding: 259 → 270 (+11)

1.49% more ownership

Funds ownership: 104.42% → 105.91% (+1.5%)

3% more capital invested

Capital invested by funds: $3.92B → $4.04B (+$125M)

9% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 96

30% less funds holding in top 10

Funds holding in top 10: 10 → 7 (-3)

Holders
270
Holders Change
+11
Holders Change %
+4.25%
% of All Funds
3.89%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.1%
New
48
Increased
87
Reduced
96
Closed
34
Calls
$776M
Puts
$394M
Net Calls
+$382M
Net Calls Change
+$367M

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$206M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$73.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$25.2M
4
Goldman Sachs
Goldman Sachs
New York
+$19.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$18M

Top Sellers

Rank Fund Capital Flow
1
KEM
Kimmeridge Energy Management
New York
-$191M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$30.1M
3
Morgan Stanley
Morgan Stanley
New York
-$28.9M
4
BlackRock
BlackRock
New York
-$18.6M
5
PCR
Potrero Capital Research
California
-$15.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
251
LGT Financial Advisors
Texas
$3.14K – – –
W
252
WealthCollab
Washington
$3.14K – – –
FMII
253
Farmers & Merchants Investments Inc
Nebraska
$2.59K – – –
JWA
254
JFS Wealth Advisors
Pennsylvania
$2.37K – – –
Barrow, Hanley, Mewhinney & Strauss
255
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.31K +$2.19K +42 New
CIBC Private Wealth Group
256
CIBC Private Wealth Group
Georgia
$2.21K +$2.14K +41 New
AWM
257
Avior Wealth Management
Nebraska
$2.05K +$731 +14 +61%
MPWT
258
MassMutual Private Wealth & Trust
Connecticut
$2.04K -$261 -5 -12%
PWMG
259
Private Wealth Management Group
New Jersey
$1.93K – – –
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$1.87K -$3.55K -68 -67%
GRP
261
Global Retirement Partners
California
$1.65K +$1.2K +23 +329%
UB
262
UMB Bank
Missouri
$1.54K +$1.46K +28 New
SIC
263
SJS Investment Consulting
Ohio
$772 -$52 -1 -7%
FHA
264
First Horizon Advisors
Tennessee
$661 – – –
PFBT
265
Parkside Financial Bank & Trust
Missouri
$551 – – –
AWM
266
Abound Wealth Management
Tennessee
$441 – – –
RIL
267
Rothschild Investment LLC
Illinois
$276 +$261 +5 New
FGAM
268
Financial Gravity Asset Management
Texas
$136 +$104 +2 New
TWP
269
TFO Wealth Partners
Ohio
$110 – – –
KEM
270
Kimmeridge Energy Management
New York
– -$191M -3,498,554 Closed
DKCM
271
Davidson Kempner Capital Management
New York
– -$13.2M -241,151 Closed
CSCSIM
272
Clear Sky Carbon Solutions Investment Management
Texas
– -$6.12M -111,890 Closed
CWM
273
CIBC World Markets
New York
– -$5.47M -100,000 Closed
JFG
274
Jefferies Financial Group
New York
– -$5.06M -92,500 Closed
HF
275
HRT Financial
New York
– -$4.36M -79,693 Closed
9 10
11
12 13

CRC Hedge Fund Activity: Q1 2024 in Review

270 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in California Resources (CRC) for Q1 2024, worth a combined $4.04B — up 3.2% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new CRC positions and 34 closed out — a net gain of 14 holders — while 87 added to existing stakes and 96 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $206M. The largest seller was Kimmeridge Energy Management, exiting entirely with an estimated $191M sold.

  • 270 institutional investors held California Resources (CRC) as of Q1 2024, up from 259 in Q4 2023.
  • Funds reported $4.04B of California Resources stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 48 funds opened new California Resources positions in Q1 2024 and 34 closed out, a net change of +14 holders.
  • The largest California Resources buyer in Q1 2024 was First Trust Advisors, an estimated $206M added.
  • The largest California Resources seller in Q1 2024 was Kimmeridge Energy Management, an estimated $191M sold.

Based on aggregated 13F filings for Q1 2024.