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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.

Holders
235
Holders Change
+24
Holders Change %
+11.37%
% of All Funds
3.4%
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 Market Value Shares Shares
Change
Shares
Change %
W
201
WealthCollab
Washington
$7.25K 662 +662 New
SPIA
202
Steward Partners Investment Advisory
New York
$7.01K 640 +100 +19%
IA
203
IFP Advisors
Florida
$4.38K 400
SCM
204
Sterling Capital Management
North Carolina
$4.22K 385 +385 New
FFO
205
Fortitude Family Office
Arizona
$4.06K 371 +371 New
PFC
206
Phocas Financial Corp
California
$3.4K 310,539 +310,539 New
Bessemer Group
207
Bessemer Group
New Jersey
$3K 230 +230 New
HNB
208
Huntington National Bank
Ohio
$2.63K 240 +240 New
HCP
209
Hexagon Capital Partners
Arkansas
$2.45K 224 +224 New
SAM
210
Smartleaf Asset Management
Massachusetts
$2.45K 220 +186 +547%
RIL
211
Rothschild Investment LLC
Illinois
$2.14K 195 +115 +144%
C
212
Covestor
United Kingdom
$2K 157 +67 +74%
PA
213
Parallel Advisors
California
$1.64K 150 -92 -38%
CPA
214
Capital Performance Advisors
California
$1.61K 147 +147 New
PWMG
215
Private Wealth Management Group
New Jersey
$1.54K 141 +141 New
MPWT
216
MassMutual Private Wealth & Trust
Connecticut
$1.52K 139 +22 +19%
RI
217
Ridgewood Investments
New Jersey
$1.14K 104
LC
218
Lindbrook Capital
California
$1.02K 93 -156 -63%
PMAM
219
Picton Mahoney Asset Management
Ontario, Canada
$1K 108 +108 New
RAM
220
Riggs Asset Management
Pennsylvania
$920 84 +84 New
NFSG
221
Newbridge Financial Services Group
Florida
$657 60
FDCDDQ
222
Federation des caisses Desjardins du Quebec
Quebec, Canada
$657 60 +60 New
FNWA
223
Financial Network Wealth Advisors
Utah
$537 49 +49 New
VCM
224
Versant Capital Management
Arizona
$372 34 -70 -67%
HI
225
Harbour Investments
Wisconsin
$230 21 +21 New