undamentalytics Newsletter

Crescent Energy Co: which funds bought and sold

Institutions that bought and sold Crescent Energy shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 209 institutions that filed 13F reports for both quarters added to or opened positions in Crescent Energy, and 144 cut or closed them. Together they sold a net 1.8M shares, −0.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 10.6M shares (+23.0%); index fund managers were net buyers of 3.5M shares (+3.6%). 60 opened a new position and 61 sold out entirely.

Bought, Q2 2026 209 institutions, 60 of them new holders Sold, Q2 2026 144 institutions, 61 of them sold out
Net change, all compared −1.8M shares (−0.6%)
Net change, active managers +10.6M shares (+23.0%), 30 bought, 25 sold

Buyers versus sellers

institutions compared, 413
Active managers and hedge funds 30 bought · 25 sold · +10.6M
Index fund managers 8 bought · 4 sold · +3.5M
Other institutions 171 bought · 115 sold · −16.0M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Goldman Sachs Group Inc +8.6M +103.5% 16.9M $166M
Assenagon Asset Management S.A. +4.0M New position 4.0M $38.8M
Two Sigma Investments, LP Hedge fund +3.8M +214.5% 5.6M $55.2M
Jennison Associates LLC Active manager +3.3M +78.4% 7.6M $74.5M
Dimensional Fund Advisors LP +3.1M +23.8% 16.3M $160M
Citadel Advisors LLC Hedge fund +3.1M +3475.0% 3.2M $31.3M
Nomura Holdings Inc +1.8M +14821.3% 1.8M $17.9M
HRT Financial LP +1.8M New position 1.8M $17.5M
Royal Bank Of Canada +1.6M +4078.3% 1.7M $16.3M
Wells Fargo & Company +1.5M +300.9% 2.0M $20M
Jump Financial, LLC +1.5M New position 1.5M $14.3M
Qube Research & Technologies Ltd Hedge fund +1.4M New position 1.4M $13.4M
Blackrock, Inc. Index funds +1.4M +3.6% 38.7M $380M
Mizuho Markets Cayman LP +1.1M New position 1.1M $10.8M
Vanguard Portfolio Management LLC Index funds +1.0M +6.3% 17.2M $169M
Vanguard Capital Management LLC Index funds +677K +6.0% 12.0M $118M
American Century Companies Inc Active manager +672K +3.9% 18.0M $176M
Mackenzie Financial Corp +656K New position 656K $6.4M
Victory Capital Management Inc Active manager +536K +45.8% 1.7M $16.8M
Federated Hermes, Inc. Active manager +517K New position 517K $5.1M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Liberty Mutual Group Asset Management Inc. −32.6M −88.5% 4.3M $41.8M
Portolan Capital Management, LLC −2.6M Sold out 0 —
Bank Of America Corp −2.2M −72.6% 838K $8.2M
UBS Group AG −1.8M −66.9% 913K $9M
Cetera Investment Advisers −1.6M −47.5% 1.8M $17.2M
D. E. Shaw & Co., Inc. Hedge fund −1.6M −94.9% 83K $817,800
Linden Advisors LP Hedge fund −1.3M Sold out 0 —
Susquehanna Advisors Group, Inc. −1.1M Sold out 0 —
Arrowmark Colorado Holdings LLC −880K −65.6% 461K $4.5M
Alyeska Investment Group, L.P. Hedge fund −679K −52.4% 616K $6.1M
Fred Alger Management, LLC Active manager −541K Sold out 0 —
BNP Paribas Financial Markets −525K −57.4% 390K $3.8M
Winton Group Ltd Hedge fund −523K Sold out 0 —
Castleknight Management LP Hedge fund −501K Sold out 0 —
Mizuho Markets Americas LLC −355K −50.8% 345K $3.4M
Lloyd Harbor Capital Management, LLC −355K Sold out 0 —
Hite Hedge Asset Management LLC −352K −40.2% 523K $5.1M
Charles Schwab Investment Management Inc Index funds −334K −6.1% 5.1M $50.2M
Citigroup Inc −300K −50.1% 299K $2.9M
FMR LLC Active manager −262K −22.2% 916K $9M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Assenagon Asset Management S.A. 4.0M $38.8M
HRT Financial LP 1.8M $17.5M
Jump Financial, LLC 1.5M $14.3M
Qube Research & Technologies LtdHedge fund 1.4M $13.4M
Mizuho Markets Cayman LP 1.1M $10.8M
Mackenzie Financial Corp 656K $6.4M
Federated Hermes, Inc.Active manager 517K $5.1M
PDT Partners, LLCHedge fund 455K $4.5M
Yaupon Capital Management LPHedge fund 400K $3.9M
Healthcare Of Ontario Pension Plan Trust Fund 343K $3.4M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Portolan Capital Management, LLC 2.6M $35.1M
Linden Advisors LPHedge fund 1.3M $17.9M
Susquehanna Advisors Group, Inc. 1.1M $14.5M
Fred Alger Management, LLCActive manager 541K $7.3M
Winton Group LtdHedge fund 523K $7.1M
Castleknight Management LPHedge fund 501K $6.8M
Lloyd Harbor Capital Management, LLC 355K $4.8M
Freestone Capital Holdings, LLC 252K $3.4M
Phocas Financial Corp. 231K $3.1M
Numerai Gp LLC 225K $3M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
356
Ten largest holders
59.9%
of 13F-reported shares
Index fund managers
33.6%
of 13F-reported shares
Active managers and hedge funds
18.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 30 25 11 13 +10.6M +23.0%
Index fund managers 8 4 0 0 +3.5M +3.6%
Other institutions 171 115 49 48 −16.0M −10.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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