We are live on ! Find out more
CRGY icon

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
W
201
WealthCollab
Washington
$7.25K +$7.56K +662 New
SPIA
202
Steward Partners Investment Advisory
New York
$7.01K +$1.14K +100 +19%
IA
203
IFP Advisors
Florida
$4.38K
SCM
204
Sterling Capital Management
North Carolina
$4.22K +$4.4K +385 New
FFO
205
Fortitude Family Office
Arizona
$4.06K +$4.24K +371 New
PFC
206
Phocas Financial Corp
California
$3.4K +$3.55M +310,539 New
Bessemer Group
207
Bessemer Group
New Jersey
$3K +$2.63K +230 New
HNB
208
Huntington National Bank
Ohio
$2.63K +$2.74K +240 New
HCP
209
Hexagon Capital Partners
Arkansas
$2.45K +$2.56K +224 New
SAM
210
Smartleaf Asset Management
Massachusetts
$2.45K +$2.13K +186 +547%
RIL
211
Rothschild Investment LLC
Illinois
$2.13K +$1.31K +115 +144%
C
212
Covestor
United Kingdom
$2K +$765 +67 +74%
PA
213
Parallel Advisors
California
$1.64K -$1.05K -92 -38%
CPA
214
Capital Performance Advisors
California
$1.61K +$1.68K +147 New
PWMG
215
Private Wealth Management Group
New Jersey
$1.54K +$1.61K +141 New
MPWT
216
MassMutual Private Wealth & Trust
Connecticut
$1.52K +$251 +22 +19%
RI
217
Ridgewood Investments
New Jersey
$1.14K
LC
218
Lindbrook Capital
California
$1.02K -$1.78K -156 -63%
PMAM
219
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1.23K +108 New
RAM
220
Riggs Asset Management
Pennsylvania
$920 +$960 +84 New
NFSG
221
Newbridge Financial Services Group
Florida
$657
FDCDDQ
222
Federation des caisses Desjardins du Quebec
Quebec, Canada
$657 +$685 +60 New
FNWA
223
Financial Network Wealth Advisors
Utah
$537 +$560 +49 New
VCM
224
Versant Capital Management
Arizona
$372 -$800 -70 -67%
HI
225
Harbour Investments
Wisconsin
$230 +$240 +21 New