Crescent Energy Company (CRGY) Hedge Fund Ownership (Q1 2026)

Crescent Energy Company (CRGY)

355 + Investors. Track Smart Money conviction in CRGY. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — CRGY

Based on 358 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added CRGY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

358 hedge funds hold CRGY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q

+68 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 53% buying

194 buying175 selling

Last quarter: 194 funds bought or added vs 175 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 38 → 72 → 83 → 64. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

📌

Mixed — 33% long-term, 33% new

■ 33% conviction (2yr+) ■ 34% medium ■ 33% new

Of the 358 current holders: 117 (33%) held >2 years, 122 held 1–2 years, and 119 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

💰

Value +69% but shares only +6% — price-driven

Value

+69%

+5%

Last quarter: the total dollar value of institutional holdings rose +69%, but actual share count only changed +6%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

57 → 38 → 72 → 83 → 64 new funds/Q

New funds entering each quarter: 38 → 72 → 83 → 64. A growing number of institutions are discovering CRGY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 37% veterans, 38% new entrants

■ 37% veterans ■ 25% 1-2yr ■ 38% new

Of 367 current holders: 136 (37%) held 2+ years, 93 held 1–2 years, 138 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds

51 of 352 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in CRGY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	355	350	1.43%
13F Shares	302M	285M	5.73%
Total Value	$4.05B	$2.39B	68.96%
New Positions	62	83	-21
Increased Positions	128	173	-45
Closed Positions	57	40	+17
Reduced Positions	115	65	+50
Total Calls	10	13	-23.08%
Total Puts	5	12	-58.33%
PUT/CALL Ratio	0.5	0.92	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

355

350

1.43%

13F Shares

302M

285M

5.73%

Total Value

$4.05B

$2.39B

68.96%

New Positions

-21

Increased Positions

128

173

-45

Closed Positions

+17

Reduced Positions

115

+50

Total Calls

-23.08%

Total Puts

-58.33%

PUT/CALL Ratio

0.5

0.92

Bullish

Institutional Holders (2026 Q2)

355 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CRGY. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CRGY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Pickering Energy Partners LP	87.43%	3,203,978	$31.5M
2	Kore Advisors LP	16.19%	1,586,456	$15.6M
3	Pingora Partners LLC	6.47%	1,128,128	$11.1M
4	Kohlberg Kravis Roberts & Co. L.P.	4.93%	28,655,357	$281.4M
5	Miller Value Partners, LLC	4.86%	2,092,679	$20.6M
6	Liberty Mutual Group Asset Management Inc.	3.65%	4,254,746	$41.8M
7	McAlvany Wealth Management LLC	1.71%	232,846	$2.3M
8	Michelson Medical Research Foundation, Inc.	1.42%	156,166	$1.5M
9	Valueworks LLC	1.00%	490,083	$4.8M
10	Riverstone Holdings LLC	0.88%	27,702	$272K
11	CM Management, LLC	0.62%	100,000	$982K
12	Van Den Berg Management I, Inc	0.47%	228,438	$2.2M
13	Mizuho Markets Cayman LP	0.41%	1,104,672	$10.8M
14	Virtus Advisers, LLC	0.38%	99,973	$982K
15	Lombard Odier Asset Management (USA) Corp	0.32%	235,098	$2.3M
16	Segall Bryant & Hamill, LLC	0.32%	2,714,204	$26.7M
17	Nokomis Capital, L.L.C.	0.30%	91,925	$903K
18	Bridgeway Capital Management, LLC	0.30%	1,751,409	$17.2M
19	Mraz, Amerine & Associates, Inc.	0.29%	208,065	$2.0M
20	Act Capital Management, LLC	0.29%	45,000	$442K
21	Aventail Capital Group, LP	0.29%	510,946	$5.0M
22	HITE Hedge Asset Management LLC	0.28%	523,060	$5.1M
23	PDT Partners, LLC	0.23%	455,126	$4.5M
24	Readystate Asset Management LP	0.21%	619,287	$6.1M
25	Innealta Capital, LLC	0.20%	37,371	$367K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Crescent Energy Company (CRGY)

What does the Smart Money Trend signal show for CRGY?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added CRGY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CRGY?

Slight buying edge — 53% buying: Last quarter: 194 funds bought or added vs 175 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CRGY holders?

Elite ownership — 50% AUM from top-100 funds: 51 of 352 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in CRGY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CRGY?

Mixed — 33% long-term, 33% new: Of the 358 current holders: 117 (33%) held >2 years, 122 held 1–2 years, and 119 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Crescent Energy Company (CRGY)

Smart Money Signals — CRGY

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +23% more funds vs a year ago

Slight buying edge — 53% buying

Fewer new buyers each quarter (-19 vs last Q)

Mixed — 33% long-term, 33% new

Value +69% but shares only +6% — price-driven

Growing discovery — still being found

Mixed cohorts — 37% veterans, 38% new entrants

Elite ownership — 50% AUM from top-100 funds

Institutional Sentiment Summary — CRGY

Hedge Fund Ownership: CRGY

Market Analysis: CRGY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CRGY

Hedge Fund Positioning: CRGY

Statistics: CRGY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Crescent Energy Company (CRGY)

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