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Crescent Energy

142 hedge funds and large institutions have $291M invested in Crescent Energy in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

42% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 36

6% more funds holding

Funds holding: 134142 (+8)

0.65% more ownership

Funds ownership: 52.59%53.24% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less capital invested

Capital invested by funds: $303M → $291M (-$12.7M)

14% less call options, than puts

Call options by funds: $1.75M | Put options by funds: $2.04M

Holders
142
Holders Change
+8
Holders Change %
+5.97%
% of All Funds
2.26%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
51
Reduced
36
Closed
17
Calls
$1.75M
Puts
$2.04M
Net Calls
-$296K
Net Calls Change
-$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
51
CFM Wealth Partners
Texas
$595K
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$574K +$54.3K +4,692 +10%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$548K -$1.31K -113 -0.2%
Invesco
54
Invesco
Georgia
$499K +$333K +28,711 +186%
NYLIM
55
New York Life Investment Management
New York
$486K +$498K +42,986 New
NIM
56
NXG Investment Management
Texas
$468K
SO
57
STRS Ohio
Ohio
$453K -$96.1K -8,300 -17%
USCWA
58
U.S. Capital Wealth Advisors
Texas
$430K
AllianceBernstein
59
AllianceBernstein
Tennessee
$425K -$2.32K -200 -0.5%
LCWP
60
Legacy Capital Wealth Partners
Arkansas
$418K +$429K +37,000 New
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$416K +$46.3K +4,000 +12%
SEI Investments
62
SEI Investments
Pennsylvania
$399K +$14.7K +1,265 +4%
Citigroup
63
Citigroup
New York
$394K -$403K -34,812 -50%
JP Morgan Chase
64
JP Morgan Chase
New York
$354K +$51.4K +4,438 +17%
Stifel Financial
65
Stifel Financial
Missouri
$336K +$344K +29,694 New
QT
66
Quantbot Technologies
New York
$329K +$305K +26,365 +963%
Simplex Trading
67
Simplex Trading
Illinois
$328K +$185K +16,000 +123%
CS
68
Credit Suisse
Switzerland
$319K +$116 +10 +0%
EL
69
EMFO LLC
Florida
$291K
ZCM
70
Zebra Capital Management
Connecticut
$291K +$298K +25,752 New
Wells Fargo
71
Wells Fargo
California
$255K +$125K +10,749 +91%
Squarepoint
72
Squarepoint
New York
$249K +$255K +22,023 New
Janus Henderson Group
73
Janus Henderson Group
United Kingdom
$248K +$254K +21,906 New
Jane Street
74
Jane Street
New York
$234K +$240K +20,683 New
MIM
75
MetLife Investment Management
New Jersey
$226K