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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
BlackRock
1
BlackRock
New York
$562M +$29.8M +590,015 +6%
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$551M +$531M +10,506,895 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$479M +$54.6M +1,078,932 +13%
GDS
4
Gimbel Daniel Scott
$328M
First Trust Advisors
5
First Trust Advisors
Illinois
$313M +$16.9M +334,047 +6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$189M +$923K +18,261 +0.5%
State Street
7
State Street
Massachusetts
$181M +$8.51M +168,278 +5%
AM
8
Ares Management
California
$142M
LSV Asset Management
9
LSV Asset Management
Illinois
$141M -$18.7M -369,928 -12%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$120M -$22.3M -440,817 -16%
OCM
11
Oaktree Capital Management
California
$107M +$104M +2,046,753 New
American Century Companies
12
American Century Companies
Missouri
$107M +$20.5M +406,017 +25%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$83.6M +$2.82M +55,815 +4%
OAG
14
Orbis Allan Gray
Bermuda
$60.1M +$17.4M +344,692 +43%
Victory Capital Management
15
Victory Capital Management
Texas
$55.8M -$777K -15,371 -1%
SG
16
Sourcerock Group
Colorado
$53.5M +$15.5M +306,771 +43%
Charles Schwab
17
Charles Schwab
California
$51.1M +$3.82M +75,606 +8%
Grantham, Mayo, Van Otterloo & Co (GMO)
18
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$49.2M -$11.2M -220,840 -19%
Citadel Advisors
19
Citadel Advisors
Florida
$49M +$5.29M +104,637 +13%
Northern Trust
20
Northern Trust
Illinois
$42.3M +$477K +9,430 +1%
PMG
21
Private Management Group
California
$41.8M +$134K +2,651 +0.3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$38M -$3.36M -66,480 -8%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$37.6M -$6.41M -126,663 -15%
DC
24
Davenport & Co
Virginia
$37M +$3.93M +77,663 +12%
Morgan Stanley
25
Morgan Stanley
New York
$30.9M +$5.79M +114,413 +24%

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.