CRGY Crescent Energy Co
Executive Summary
In Q3 2024, 23 institutional investors added $28.1M to CRGY while 10 reduced $24.4M, resulting in a net $3.7M inflow. The buying was led by Dimensional Fund Advisors ($10.2M net add), Jennison Associates ($8.1M), and Schwab ($5.6M), while the selling was concentrated in King Luther Capital Management ($6.4M trim) and Voloridge Investment Management ($6.8M trim). The cluster is dominated by active asset managers, suggesting a value-oriented thesis in the E&P sector, but the mixed signals and 13F reporting lag temper conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $3.7M
▲ Buyers (23)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Dimensional Fund Advisors | ADD | +43.2% | $41.7M | $10.2M |
| Jennison Associates | DOUBLED | +123.9% | $15.7M | $8.1M |
| Schwab | ADD | +59.2% | $17.4M | $5.6M |
| Ameriprise Financial | ADD | +66.6% | $6.1M | $2.1M |
| Rafferty Asset Management | DOUBLED | +139.8% | $3.2M | $1.7M |
▼ Sellers (10)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Voloridge Investment Management | TRIM | -28.8% | $19.8M | -$6.8M |
| King Luther Capital Management | TRIM | -50% | $11.8M | -$6.4M |
| Nisa Investment Advisors | NEAR_EXIT | -99.6% | $3.6M | -$3.6M |
| First Trust Advisors | TRIM | -39.8% | $7.3M | -$3.2M |
| Alyeska Investment Group | TRIM | -31.8% | $7.6M | -$2.8M |
Actionable Insight
The cluster shows divergent institutional views: active value managers adding while some large funds trimmed. The net $3.7M inflow is small relative to typical daily volume, suggesting limited immediate price impact. Monitor upcoming quarterly earnings for catalysts that could resolve the thesis divergence, and watch for any follow-on 13F filings to see if the trend continued into Q4.
Key Facts
- 23 institutional buyers added $28.1M, 10 sellers reduced $24.4M in Q3 2024 (net +$3.7M)
- Largest buyers: Dimensional Fund Advisors (+$10.2M, +43.2%), Jennison Associates (+$8.1M, +123.9%), Schwab (+$5.6M, +59.2%)
- Largest sellers: Voloridge Investment Management (-$6.8M, -28.8%), King Luther Capital Management (-$6.4M, -50.0%), Nisa Investment Advisors (-$3.6M, near exit)
- Buyers are primarily active asset managers (value-oriented Dimensional, growth-oriented Jennison); selling includes quant fund Voloridge and active manager King Luther
- Analyst consensus on CRGY is 80% bullish (16 Buy, 4 Hold, 0 Sell)
Financial Impact
Net institutional buying of approximately $3.7M in Q3 2024, with $28.1M in new buying and $24.4M in selling across 33 filers.
Risk Factors
- 13F data is lagged by 45 days; positions may have been unwound already
- Mixed signals – net buying is modest and offset by significant selling from several large holders
- Commodity price sensitivity: CRGY is an E&P company exposed to oil and gas price volatility
- Historical reports on CRGY show mixed predictive value (50% win rate at T+20)
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-CRGY-2024-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 12, 2026
2d ago
|
Institutional Cluster
| $11.48 awaiting T+5 | awaiting T+5 | — | — |
|
Jun 11, 2026
4d ago
|
Institutional Cluster
| $11.71 awaiting T+5 | awaiting T+5 | — | — |
|
May 22, 2026
23d ago
|
8-K
| $12.43 $12.10 | ▼ −2.65% | ▼ −3.74% | — |
|
May 6, 2026
5w ago
|
Insider Cluster
| $13.10 $12.72 | ▼ −2.90% | ▼ −4.03% | — |
|
May 4, 2026
5w ago
|
8-K
| $13.92 $12.72 | ▼ −8.62% | ▼ −10.61% | — |
|
Apr 9, 2026
9w ago
|
8-K
| $12.74 $11.81 | ▼ −7.30% | ▼ −11.80% | — |
|
Feb 28, 2026
15w ago
|
Institutional Cluster
| $11.89 $11.84 | ▼ −0.42% | ▲ +0.79% | — |
|
Feb 25, 2026
15w ago
|
8-K
| $10.71 $11.59 | ▲ +8.23% | ▲ +9.35% | — |
US Market Status
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