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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$286M +$6.61M +159,638 +2%
GDS
2
Gimbel Daniel Scott
$241M
BlackRock
3
BlackRock
New York
$227M -$15.1M -364,334 -6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$204M -$33.1M -799,295 -13%
KEM
5
Kimmeridge Energy Management
New York
$135M +$453K +10,938 +0.3%
SCA
6
Southpoint Capital Advisors
New York
$116M +$20.7M +500,000 +20%
AM
7
Ares Management
California
$104M
CM
8
Corvex Management
New York
$100M -$18.8M -453,511 -15%
State Street
9
State Street
Massachusetts
$99.3M -$15.6M -377,685 -13%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$86.2M +$32.8M +791,762 +55%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$54.6M +$2.79M +67,425 +5%
OAG
12
Orbis Allan Gray
Bermuda
$51.4M -$65.9M -1,591,734 -54%
LSV Asset Management
13
LSV Asset Management
Illinois
$48.6M +$43.7M +1,054,819 +509%
Principal Financial Group
14
Principal Financial Group
Iowa
$47.7M -$319K -7,697 -0.6%
Millennium Management
15
Millennium Management
New York
$40.9M +$36.8M +889,702 +512%
DKCM
16
Davidson Kempner Capital Management
New York
$40.5M -$5.8M -140,132 -12%
DKP
17
Davidson Kempner Partners
New York
$40.5M +$43.6M +1,052,381 New
ECA
18
Encompass Capital Advisors
New York
$35.7M -$52.1M -1,258,982 -58%
GAM
19
Goldentree Asset Management
New York
$34.5M -$140M -3,390,955 -79%
Northern Trust
20
Northern Trust
Illinois
$31.8M -$600K -14,489 -2%
PMG
21
Private Management Group
California
$30.3M +$91.8K +2,218 +0.3%
American Century Companies
22
American Century Companies
Missouri
$28.9M +$10.7M +258,740 +52%
MCM
23
Masters Capital Management
Georgia
$26.9M +$8.28M +200,000 +40%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$24.4M -$744K -17,966 -3%
Charles Schwab
25
Charles Schwab
California
$24.1M +$3.34M +80,707 +15%

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.