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Crescent Energy
CRGY

Overview Fund Activity

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
Holders
151
Holders Change
+9
Holders Change %
+6.34%
% of All Funds
2.38%
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

Top Buyers

1
BlackRock
1
BlackRock
New York
$29.4M
2
Ameriprise
2
Ameriprise
Minnesota
$4.47M
3
SAM
3
Scion Asset Management
California
$2.54M
4
GKIM
4
GW&K Investment Management
Massachusetts
$2.05M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$11.5M

Top Sellers

1
Luther King Capital Management (LKCM)
1
Luther King Capital Management (LKCM)
Texas
$12.9M
2
ACG
2
Aventail Capital Group
New York
$4.85M
3
Millennium Management
3
Millennium Management
New York
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$1.97M
5
PCM
5
Pointe Capital Management
Michigan
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
126
Tower Research Capital (TRC)
New York
$11.7K -$7.72K -741 -40%
US Bancorp
127
US Bancorp
Minnesota
$9.45K -$8.88K -852 -48%
NA
128
NewEdge Advisors
Louisiana
$9.38K – – –
Allspring Global Investments
129
Allspring Global Investments
North Carolina
$8.65K +$8.65K +830 New
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$8K +$2.03K +202 +34%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$6.31K -$3.18K -305 -33%
SPIA
132
Steward Partners Investment Advisory
New York
$5.63K – – –
MIM
133
Macroview Investment Management
Maryland
$5.57K +$344 +33 +7%
RFG
134
RFP Financial Group
Georgia
$5.57K +$63 +6 +1%
PA
135
Parallel Advisors
California
$4.44K +$1.84K +177 +71%
IA
136
IFP Advisors
Florida
$4.17K – – –
CSPIA
137
Cary Street Partners Investment Advisory
Virginia
$4.17K – – –
OC
138
Oakworth Capital
Alabama
$3.97K – – –
Russell Investments Group
139
Russell Investments Group
United Kingdom
$2.88K +$948 +91 +49%
CLOS
140
Compagnie Lombard Odier SCmA
Switzerland
$2.61K – – –
AF
141
Allworth Financial
California
$1.42K +$615 +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 +$584 +56 New
GRP
146
Global Retirement Partners
California
$511 +$511 +49 New
FA
147
Fiduciary Alliance
South Carolina
$261 +$261 +25 New
CAS
148
Coppell Advisory Solutions
Texas
$170 +$170 +16 New
Point72 Asset Management
149
Point72 Asset Management
Connecticut
$71 -$72.9K -7,191 -100%
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$31 +$31 +3 New
3 4 5
6
7