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Crescent Energy

168 hedge funds and large institutions have $640M invested in Crescent Energy in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

134% more capital invested

Capital invested by funds: $273M → $640M (+$367M)

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

88% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 32

11% more funds holding

Funds holding: 151168 (+17)

4.01% more ownership

Funds ownership: 54.19%58.2% (+4%)

17% less call options, than puts

Call options by funds: $1.93M | Put options by funds: $2.33M

Holders
168
Holders Change
+17
Holders Change %
+11.26%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
35
Increased
60
Reduced
32
Closed
17
Calls
$1.93M
Puts
$2.33M
Net Calls
-$399K
Net Calls Change
-$698K
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
151
RFP Financial Group
Georgia
$6.81K +$61 +5 +0.9%
CSPIA
152
Cary Street Partners Investment Advisory
Virginia
$5.06K
IA
153
IFP Advisors
Florida
$5.06K
OC
154
Oakworth Capital
Alabama
$4.82K
PA
155
Parallel Advisors
California
$4.22K -$1.13K -92 -22%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$4K -$5.54K -453 -57%
Comerica Bank
157
Comerica Bank
Texas
$3.63K +$3.51K +287 New
CLOS
158
Compagnie Lombard Odier SCmA
Switzerland
$3.16K
LC
159
Lindbrook Capital
California
$2.71K +$2.62K +214 New
AF
160
Allworth Financial
California
$1.72K
UB
161
UMB Bank
Missouri
$1.14K
GRP
162
Global Retirement Partners
California
$537
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$506 +$453 +37 +1,233%
HCP
164
Hexagon Capital Partners
Arkansas
$417 +$404 +33 New
CAS
165
Coppell Advisory Solutions
Texas
$336 +$147 +12 +75%
VCM
166
Versant Capital Management
Arizona
$190 -$502 -41 -73%
CSS
167
Cubist Systematic Strategies
Connecticut
-$1.01M -97,289 Closed
HF
168
HRT Financial
New York
-$964K -92,577 Closed
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
-$684K -65,600 Closed
TI
170
Trexquant Investment
Connecticut
-$493K -47,297 Closed
DTL
171
Dynamic Technology Lab
Singapore
-$419K -40,167 Closed
PTC
172
Petrus Trust Company
Texas
-$381K -36,537 Closed
DU
173
Delphia (USA)
Ontario, Canada
-$290K -27,846 Closed
XT
174
XTX Topco
Cayman Islands
-$266K -25,561 Closed
Franklin Resources
175
Franklin Resources
California
-$257K -24,623 Closed