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CVR Energy
CVI

225 hedge funds and large institutions have $4.74B invested in CVR Energy in 2019 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 83 increasing their positions, 60 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $13.3M | Put options by funds: $6.25M

97% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 32

38% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 60

25% more capital invested

Capital invested by funds: $3.79B → $4.74B (+$948M)

14% more funds holding

Funds holding: 198 → 225 (+27)

2.67% more ownership

Funds ownership: 91.69% → 94.36% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
225
Holders Change
+27
Holders Change %
+13.64%
% of All Funds
4.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
63
Increased
83
Reduced
60
Closed
32
Calls
$13.3M
Puts
$6.25M
Net Calls
+$7.01M
Net Calls Change
+$2.17M

Top Buyers

1
N
Nuveen
North Carolina
+$23M
2
BlackRock
BlackRock
New York
+$21.8M
3
Renaissance Technologies
Renaissance Technologies
New York
+$21.2M
4
American Century Companies
American Century Companies
Missouri
+$18.5M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$15.5M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$13.1M
2
HI
HBK Investments
Texas
-$12.1M
3
SBH
Segall Bryant & Hamill
Illinois
-$7.14M
4
Squarepoint
Squarepoint
New York
-$5.99M
5
AAMU
Amundi Asset Management US
Massachusetts
-$5.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
PL
226
Polianta Ltd
Jersey
– -$1.74M -42,150 Closed
Arrowstreet Capital
227
Arrowstreet Capital
Massachusetts
– -$1.41M -34,200 Closed
ARTA
228
A.R.T. Advisors
New York
– -$1.23M -29,874 Closed
Principal Financial Group
229
Principal Financial Group
Iowa
– -$1.13M -27,507 Closed
MSE
230
MUFG Securities EMEA
United Kingdom
– -$1.06M -25,700 Closed
CGM
231
Centenus Global Management
New York
– -$968K -23,500 Closed
TCM
232
Tuttle Capital Management
Connecticut
– -$799K -19,389 Closed
JIR
233
James Investment Research
Ohio
– -$717K -17,395 Closed
Holocene Advisors
234
Holocene Advisors
New York
– -$660K -16,030 Closed
AI
235
Atom Investors
Texas
– -$654K -15,867 Closed
Tudor Investment Corp
236
Tudor Investment Corp
Connecticut
– -$397K -9,638 Closed
ACM
237
AlphaCrest Capital Management
New York
– -$321K -7,802 Closed
Verition Fund Management
238
Verition Fund Management
Connecticut
– -$280K -6,807 Closed
PTC
239
Petrus Trust Company
Texas
– -$275K -6,682 Closed
ECM
240
Element Capital Management
New York
– -$274K -6,660 Closed
CC
241
Cipher Capital
New York
– -$258K -6,239 Closed
BAM
242
Blueshift Asset Management
New Jersey
– -$216K -5,252 Closed
ECM
243
ExodusPoint Capital Management
New York
– -$205K -4,974 Closed
HMS
244
Hanseatic Management Services
New Mexico
– -$203K -4,921 Closed
SG Americas Securities
245
SG Americas Securities
New York
– -$133K -3,226 Closed
AIM
246
Assured Investment Management
New York
– -$50K -1,224 Closed
NWM
247
Northwest Wealth Management
Iowa
– -$49K -1,200 Closed
WAM
248
Wealthspire Advisors (Maryland)
Maryland
– -$18K -434 Closed
IRC
249
Investors Research Corp
Georgia
– -$12K -300 Closed
CIAS
250
Capital Investment Advisory Services
North Carolina
– -$8K -200 Closed
7 8 9
10
11

CVI Hedge Fund Activity: Q2 2019 in Review

225 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in CVR Energy (CVI) for Q2 2019, worth a combined $4.74B — up 25% from $3.79B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new CVI positions and 32 closed out — a net gain of 31 holders — while 83 added to existing stakes and 60 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $23M. The largest seller was JP Morgan Chase, cutting an estimated $13.1M.

  • 225 institutional investors held CVR Energy (CVI) as of Q2 2019, up from 198 in Q1 2019.
  • Funds reported $4.74B of CVR Energy stock for Q2 2019, up 25% quarter-over-quarter.
  • 63 funds opened new CVR Energy positions in Q2 2019 and 32 closed out, a net change of +31 holders.
  • The largest CVR Energy buyer in Q2 2019 was Nuveen, an estimated $23M added.
  • The largest CVR Energy seller in Q2 2019 was JP Morgan Chase, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2019.