Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Crescent Energy Company (CRGY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
3Q ▲
Buyers last Q
53%

Smart Money Signals — CRGY

Based on 356 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
356 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
+66 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

193 buying174 selling
Last quarter: 193 funds bought or added vs 174 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 (-20 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 38 → 71 → 83 → 63. 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 356 current holders: 116 (33%) held >2 years, 122 held 1–2 years, and 118 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%
Shares
+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 → 71 → 83 → 63 new funds/Q
New funds entering each quarter: 38 → 71 → 83 → 63. 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 365 current holders: 135 (37%) held 2+ years, 93 held 1–2 years, 137 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
47 of 350 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — CRGY

In 2026 Q1, 193 hedge funds were net buyers of CRGY (63 opened a new position, 130 added to an existing one), while 174 reduced or exited (117 trimmed, 57 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 38% of total institutional value in CRGY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 356.

Hedge Fund Ownership: CRGY

How many hedge funds hold CRGY — quarterly history vs. share price
Quarterly hedge fund ownership of CRGY vs. share price

Market Analysis: CRGY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CRGY

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Crescent Energy Company (CRGY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CRGY has moved relative to its sector benchmark (XLE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
CRGY
-20.3%
XLE
+60644.4%

CRGY outperformed XLE by -60664.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
CRGY
-16.7%
XLE
+49600.0%

Since the filing became public, CRGY outperformed XLE by -49616.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 6 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: CRGY
355 + Investors

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

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

Statistics: CRGY

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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:
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 85.97% 2,990,321 $40.5M
2 Liberty Mutual Group Asset Management Inc. 39.82% 36,854,746 $497.5M
3 Kore Advisors LP 23.07% 1,586,456 $21.4M
4 Pingora Partners LLC 8.94% 1,116,649 $15.1M
5 Kohlberg Kravis Roberts & Co. L.P. 7.24% 28,655,357 $386.8M
6 Miller Value Partners, LLC 7.06% 2,003,132 $27.0M
7 Michelson Medical Research Foundation, Inc. 2.14% 156,166 $2.1M
8 McAlvany Wealth Management LLC 2.11% 231,105 $3.1M
9 Lloyd Harbor Capital Management, LLC 1.96% 355,000 $4.8M
10 Portolan Capital Management, LLC 1.87% 2,601,142 $35.1M
11 Semanteon Capital Management, LP 1.86% 10,256 $138K
12 Valueworks LLC 1.80% 490,083 $6.6M
13 Riverstone Holdings LLC 1.01% 27,702 $374K
14 Neo Ivy Capital Management 0.70% 197,954 $2.7M
15 Van Den Berg Management I, Inc 0.70% 227,213 $3.1M
16 Truffle Hound Capital, LLC 0.70% 200,000 $2.7M
17 Nokomis Capital, L.L.C. 0.68% 175,035 $2.4M
18 HITE Hedge Asset Management LLC 0.67% 875,200 $11.8M
19 VARCOV Co. 0.64% 126,332 $1.7M
20 Virtus Advisers, LLC 0.61% 97,523 $1.3M
21 Segall Bryant & Hamill, LLC 0.53% 2,720,033 $32.5M
22 Aventail Capital Group, LP 0.49% 764,526 $10.3M
23 Phocas Financial Corp. 0.49% 231,253 $3.1M
24 ArrowMark Colorado Holdings LLC 0.48% 1,340,375 $18.1M
25 Act Capital Management, LLC 0.48% 45,000 $608K
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: 193 funds bought or added vs 174 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?

Strong quality — 38% AUM from major funds: 47 of 350 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CRGY?

Mixed — 33% long-term, 33% new: Of the 356 current holders: 116 (33%) held >2 years, 122 held 1–2 years, and 118 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.

Is it too late to buy Crescent Energy Company (CRGY) following the 2026 Q1 hedge fund 13F filings?

As of today, CRGY has moved -16.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +49600.0% for the XLE sector ETF — an outperformance of -49616.7%. Since the quarter end (March 31, 2026), CRGY has gained -20.3% vs +60644.4% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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