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California Resources

213 hedge funds and large institutions have $2.68B invested in California Resources in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 84 increasing their positions, 63 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $23.2M | Put options by funds: $9.57M

33% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 63

19% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 37

3% more funds holding

Funds holding: 206213 (+7)

0.8% more ownership

Funds ownership: 96.99%97.8% (+0.8%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

12% less capital invested

Capital invested by funds: $3.04B → $2.68B (-$361M)

Holders
213
Holders Change
+7
Holders Change %
+3.4%
% of All Funds
3.39%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
44
Increased
84
Reduced
63
Closed
37
Calls
$23.2M
Puts
$9.57M
Net Calls
+$13.6M
Net Calls Change
-$3.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$1K +$166 +4 +14%
BTI
202
Blue Trust Inc
Georgia
$1K +$579 +14 +140%
SFG
203
Steward Financial Group
Texas
$1K +$704 +17 +106%
IA
204
IFP Advisors
Florida
$930 +$2.57K +62 New
FFA
205
Farther Finance Advisors
California
$924 -$911 -22 -48%
AWM
206
Avior Wealth Management
Nebraska
$872
JWA
207
JFS Wealth Advisors
Pennsylvania
$385 -$579 -14 -58%
DI
208
Disciplined Investments
Oklahoma
$385 +$83 +2 +25%
AF
209
Advisornet Financial
Minnesota
$385 +$124 +3 +43%
AF
210
Allworth Financial
California
$308 -$12.8K -310 -97%
GRP
211
Global Retirement Partners
California
$272 +$290 +7 New
TWP
212
TFO Wealth Partners
Ohio
$77 +$41 +1 +100%
SIC
213
SJS Investment Consulting
Ohio
$39 -$414 -10 -91%
SKK
214
Shepherd Kaplan Krochuk
Massachusetts
-$13.2M -303,500 Closed
Jennison Associates
215
Jennison Associates
New York
-$7.98M -183,440 Closed
GCM
216
Granby Capital Management
Florida
-$3.92M -90,000 Closed
GCM
217
Graham Capital Management
Connecticut
-$3.46M -79,572 Closed
LG
218
Leuthold Group
Minnesota
-$2.75M -63,267 Closed
TC
219
TwinBeech Capital
New York
-$2.65M -60,890 Closed
DCM
220
Discovery Capital Management
Connecticut
-$2M -45,863 Closed
Point72 Asset Management
221
Point72 Asset Management
Connecticut
-$1.66M -38,200 Closed
MSL
222
Mackay Shields LLC
New York
-$1.44M -33,073 Closed
FRM
223
Fox Run Management
Connecticut
-$903K -20,761 Closed
Acadian Asset Management
224
Acadian Asset Management
Massachusetts
-$901K -20,744 Closed
E
225
Ergoteles
New York
-$863K -19,839 Closed

CRC Hedge Fund Activity: Q1 2023 in Review

213 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in California Resources (CRC) for Q1 2023, worth a combined $2.68B — down 12% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new CRC positions and 37 closed out — a net gain of 7 holders — while 84 added to existing stakes and 63 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $43.7M. The largest seller was Goldentree Asset Management, cutting an estimated $140M.

  • 213 institutional investors held California Resources (CRC) as of Q1 2023, up from 206 in Q4 2022.
  • Funds reported $2.68B of California Resources stock for Q1 2023, down 12% quarter-over-quarter.
  • 44 funds opened new California Resources positions in Q1 2023 and 37 closed out, a net change of +7 holders.
  • The largest California Resources buyer in Q1 2023 was LSV Asset Management, an estimated $43.7M added.
  • The largest California Resources seller in Q1 2023 was Goldentree Asset Management, an estimated $140M sold.

Based on aggregated 13F filings for Q1 2023.