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Crescent Energy

151 hedge funds and large institutions have $273M invested in Crescent Energy in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

32% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $949K

6% more funds holding

Funds holding: 142151 (+9)

0.95% more ownership

Funds ownership: 53.24%54.19% (+0.95%)

6% less capital invested

Capital invested by funds: $291M → $273M (-$17.6M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
151
Holders Change
+9
Holders Change %
+6.34%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
25
Increased
53
Reduced
36
Closed
15
Calls
$1.25M
Puts
$949K
Net Calls
+$299K
Net Calls Change
+$595K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
126
Tower Research Capital (TRC)
New York
$11.7K -$7.94K -741 -40%
US Bancorp
127
US Bancorp
Minnesota
$9.45K -$9.13K -852 -48%
NA
128
NewEdge Advisors
Louisiana
$9.38K
Allspring Global Investments
129
Allspring Global Investments
North Carolina
$8.65K +$8.89K +830 New
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$8K +$2.16K +202 +34%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$6.31K -$3.27K -305 -33%
SPIA
132
Steward Partners Investment Advisory
New York
$5.63K
MIM
133
Macroview Investment Management
Maryland
$5.57K +$353 +33 +7%
RFG
134
RFP Financial Group
Georgia
$5.57K +$64 +6 +1%
PA
135
Parallel Advisors
California
$4.44K +$1.9K +177 +71%
CSPIA
136
Cary Street Partners Investment Advisory
Virginia
$4.17K
IA
137
IFP Advisors
Florida
$4.17K
OC
138
Oakworth Capital
Alabama
$3.97K
Russell Investments Group
139
Russell Investments Group
United Kingdom
$2.88K +$975 +91 +49%
CLOS
140
Compagnie Lombard Odier SCmA
Switzerland
$2.6K
AF
141
Allworth Financial
California
$1.42K +$632 +59 +77%
RI
142
Ridgewood Investments
New Jersey
$1.08K
UB
143
UMB Bank
Missouri
$938
NFSG
144
Newbridge Financial Services Group
Florida
$625
VCM
145
Versant Capital Management
Arizona
$584 +$600 +56 New
GRP
146
Global Retirement Partners
California
$511 +$525 +49 New
FA
147
Fiduciary Alliance
South Carolina
$261 +$268 +25 New
CAS
148
Coppell Advisory Solutions
Texas
$170 +$171 +16 New
Point72 Asset Management
149
Point72 Asset Management
Connecticut
$71 -$77K -7,191 -100%
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$31 +$32 +3 New