CRGY Crescent Energy Co
Executive Summary
Five mega-passive institutional investors (Vanguard, BlackRock, State Street, Fidelity, Morgan Stanley) collectively added $151.5M to their CRGY positions in Q4 2025, with total holdings reaching $694.1M. This is a pure passive/index-driven accumulation signal with no active manager participation, suggesting the buying reflects index rebalancing or sector allocation rather than a fundamental investment thesis.
Key Financial Metrics
Institutional Positions
Net institutional flow: $151.5M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Vanguard | ADD | +34.6% | $229.0M | $48.1M |
| BlackRock | ADD | +35.8% | $301.9M | $65.6M |
| State Street | ADD | +27.6% | $107.5M | $17.9M |
| Fidelity | ADD | +26.1% | $8.4M | $1.3M |
| Morgan Stanley | ADD | +74.9% | $47.4M | $18.6M |
Actionable Insight
The cluster is entirely passive/index-driven with no active manager conviction — this is likely index rebalancing or sector-weight adjustments, not a fundamental thesis. Monitor for any active manager 13F filings or insider buying to confirm genuine interest. The historical calibration shows this segment has negative net alpha at T+20 (-1.14%), suggesting limited trading opportunity from passive accumulation alone.
Key Facts
- 5 institutional buyers added $151.5M net to CRGY positions in Q4 2025
- Total institutional holdings in the cluster reached $694.1M
- All 5 buyers are mega-passive/index funds (Vanguard, BlackRock, State Street, Fidelity, Morgan Stanley)
- No active managers or hedge funds participated in the cluster
- No institutional sellers were identified in the cluster
- Morgan Stanley showed the largest relative increase at +74.9% shares
Financial Impact
5 institutions accumulated $151.5M in new CRGY positions, bringing total cluster holdings to $694.1M
Risk Factors
- Passive buying may reverse in next quarter if index weights change
- No active manager participation reduces signal quality
- 13F data is 45+ days stale — positions may have already been adjusted
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-2025-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 12, 2026
6d ago
|
Institutional Cluster
| $11.58 $11.02 | ▼ −4.84% | ▼ −6.60% | — |
|
Jun 11, 2026
7d ago
|
Institutional Cluster
| $11.48 $11.58 | ▲ +0.87% | ▲ +0.33% | — |
|
May 22, 2026
27d ago
|
8-K
| $12.43 $12.04 | ▼ −3.14% | ▼ −3.09% | — |
|
May 6, 2026
6w ago
|
Insider Cluster
| $13.10 $12.44 | ▼ −5.04% | ▼ −4.71% | — |
|
May 4, 2026
6w ago
|
8-K
| $13.92 $13.10 | ▼ −5.89% | ▼ −7.28% | — |
|
Apr 9, 2026
10w ago
|
8-K
| $12.74 $12.76 | ▲ +0.16% | ▼ −0.82% | — |
|
Feb 28, 2026
15w ago
|
Institutional Cluster
| $11.89 $11.13 | ▼ −6.41% | ▼ −5.50% | — |
|
Feb 25, 2026
16w ago
|
8-K
| $10.71 $11.54 | ▲ +7.76% | ▲ +8.22% | — |
US Market Status
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