The absence of selling and the magnitude of passive inflows suggest strong confidence in CRGY’s valuation or sector positioning. Traders should monitor for follow-on buying, potential index inclusion effects, or upcoming catalysts in the energy sector that may have prompted this coordinated move.
Executive Summary
Three major passive institutional investors — Morgan Stanley, Schwab, and UBS — significantly increased their positions in Crescent Energy Co (CRGY) during Q4 2024, collectively adding $50.8 million in new holdings with no notable selling. The cluster reflects strong institutional accumulation, driven by large share count increases, particularly from UBS which more than sextupled its stake.
Key Financial Metrics
Institutional Positions
Net institutional flow: $50.8M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | DOUBLED | +123% | $28.9M | $19.2M |
| Schwab | ADD | +25.1% | $29.0M | $11.6M |
| UBS | DOUBLED | +658.3% | $22.2M | $20.0M |
Key Facts
- Morgan Stanley doubled its position, increasing value by $19.2M (from $9.7M to $28.9M).
- Schwab added $11.6M in new value, increasing shares by 25.1%.
- UBS executed the most aggressive move, increasing shares by 658.3% and value by $20.0M.
- No institutional selling was reported in this quarter, indicating one-sided institutional demand.
Financial Impact
3 institutions accumulated $80.1M in total holdings, with net buying of $50.8M during Q4 2024.
Risk Factors
- All buyers are mega-passive firms, suggesting the move may reflect index rebalancing or ETF flows rather than active conviction.
- Lack of active manager participation limits the strength of the signal.
Market Snapshot
Investment Themes
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-Q4 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | Institutional Cluster | $13.50 | awaiting T+60 | — | — |
Oct 15, 2026 11d ago | 8-K | $13.77 | awaiting T+60 | — | — |
Oct 13, 2026 13d ago | SC 13D/A | $12.85 | awaiting T+60 | — | — |
Oct 9, 2026 17d ago | 8-K | $12.78 | awaiting T+60 | — | — |
Oct 8, 2026 18d ago | SC 13G | $13.01 | awaiting T+60 | — | — |
Oct 8, 2026 19d ago | S-3ASR | $13.01 | awaiting T+60 | — | — |
Oct 8, 2026 19d ago | 8-K | $13.01 | awaiting T+60 | — | — |
Jun 12, 2026 19w ago | Institutional Cluster | $11.58 $14.19 | ▲ +22.54% | ▲ +19.27% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $11.48 $13.77 | ▲ +19.95% | ▲ +15.55% | — |
May 22, 2026 22w ago | 8-K | $12.43 $13.43 | ▲ +8.05% | ▲ +5.32% | — |
US Market Status
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