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Crescent Energy

235 hedge funds and large institutions have $1.45B invested in Crescent Energy in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 94 increasing their positions, 45 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 45

63% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 41

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

30% more capital invested

Capital invested by funds: $1.12B → $1.45B (+$330M)

11% more funds holding

Funds holding: 211235 (+24)

3.35% less ownership

Funds ownership: 84.53%81.18% (-3.3%)

27% less call options, than puts

Call options by funds: $3.15M | Put options by funds: $4.34M

Holders
235
Holders Change
+24
Holders Change %
+11.37%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
67
Increased
94
Reduced
45
Closed
41
Calls
$3.15M
Puts
$4.34M
Net Calls
-$1.19M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
101
T. Rowe Price Associates
Maryland
$695K +$195K +17,034 +37%
JP Morgan Chase
102
JP Morgan Chase
New York
$691K -$2.78M -242,975 -79%
CA
103
Callahan Advisors
Texas
$602K +$628K +54,938 New
Lazard Asset Management
104
Lazard Asset Management
New York
$587K +$161K +14,134 +36%
CWP
105
CFM Wealth Partners
Texas
$576K
SG Americas Securities
106
SG Americas Securities
New York
$544K -$1.67M -146,437 -75%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$533K +$406K +35,536 +272%
KOC
108
Koss-Olinger Consulting
Florida
$533K +$557K +48,712 New
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$532K +$269K +23,556 +94%
WG
110
Welch Group
Alabama
$530K
Stifel Financial
111
Stifel Financial
Missouri
$518K -$160K -14,031 -23%
Janus Henderson Group
112
Janus Henderson Group
United Kingdom
$518K
State of Wisconsin Investment Board
113
State of Wisconsin Investment Board
Wisconsin
$514K -$360K -31,493 -40%
BCM
114
Bayesian Capital Management
New York
$495K +$516K +45,198 New
CM
115
CastleKnight Management
New York
$472K +$493K +43,125 New
ASRS
116
Arizona State Retirement System
Arizona
$459K +$176K +15,394 +58%
NIM
117
NXG Investment Management
Texas
$453K
EC
118
EntryPoint Capital
New York
$446K +$465K +40,716 New
NICM
119
Neo Ivy Capital Management
New York
$430K +$449K +39,310 New
WHG
120
Westwood Holdings Group
Texas
$412K +$429K +37,593 New
State Board of Administration of Florida Retirement System
121
State Board of Administration of Florida Retirement System
Florida
$407K +$196K +17,125 +85%
HCA
122
Harbor Capital Advisors
Illinois
$404K +$242K +21,221 +135%
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$394K -$158K -13,844 -28%
Corient Private Wealth
124
Corient Private Wealth
Florida
$388K +$405K +35,474 New
PTC
125
Petrus Trust Company
Texas
$368K -$309K -27,065 -45%