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CVR Energy
CVI

192 hedge funds and large institutions have $1.84B invested in CVR Energy in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 51 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 51

3% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $16.2M

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5.02% less ownership

Funds ownership: 102.72% → 97.71% (-5%)

6% less funds holding

Funds holding: 204 → 192 (-12)

23% less capital invested

Capital invested by funds: $2.38B → $1.84B (-$537M)

24% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 50

Holders
192
Holders Change
-12
Holders Change %
-5.88%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
76
Reduced
51
Closed
50
Calls
$16.7M
Puts
$16.2M
Net Calls
+$498K
Net Calls Change
-$3.8M

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$12.7M
2
HF
HRT Financial
New York
+$6.67M
3
BlackRock
BlackRock
New York
+$6.06M
4
Two Sigma Investments
Two Sigma Investments
New York
+$5.45M
5
Millennium Management
Millennium Management
New York
+$5.34M

Top Sellers

Rank Fund Capital Flow
1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$145M
2
TC
Towle & Co
Colorado
-$16.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$15M
4
SCM
SIR Capital Management
New York
-$13.8M
5
Goldman Sachs
Goldman Sachs
New York
-$6.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
KBC Group
226
KBC Group
Belgium
– -$37K -1,593 Closed
GCM
227
Gladius Capital Management
Illinois
– -$22.8K -989 Closed
ACM
228
Aster Capital Management
United Arab Emirates
– -$9.6K -417 Closed
MTC
229
Matrix Trust Company
Colorado
– -$9K -389 Closed
Federated Hermes
230
Federated Hermes
Pennsylvania
– -$7.88K -342 Closed
NS
231
NBC Securities
Alabama
– -$5K -250 Closed
NL
232
NVWM LLC
Pennsylvania
– -$3.62K -157 Closed
WIM
233
Westside Investment Management
California
– -$4.13K -150 Closed
BTI
234
Blue Trust Inc
Georgia
– -$3.02K -113 Closed
AF
235
Advisornet Financial
Minnesota
– -$1.04K -45 Closed
TWD
236
True Wealth Design
Ohio
– -$968 -42 Closed
VAMG
237
Voisard Asset Management Group
Michigan
– -$484 -21 Closed
CPA
238
Capital Performance Advisors
California
– -$415 -18 Closed
PFBT
239
Parkside Financial Bank & Trust
Missouri
– -$231 -10 Closed
SIC
240
SJS Investment Consulting
Ohio
– -$139 -6 Closed
HWM
241
Hemington Wealth Management
Virginia
– +$81 +4 +44%
CAL
242
Capital Advisors Ltd
Ohio
– +$384 +19 New
6 7 8 9
10

CVI Hedge Fund Activity: Q4 2024 in Review

192 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CVR Energy (CVI) for Q4 2024, worth a combined $1.84B — down 23% from $2.38B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of CVI and 38 opened new positions — a net loss of 12 holders — while 51 trimmed existing stakes and 76 added.

The largest buyer was UBS Group, adding an estimated $12.7M. The largest seller was Pacer Advisors, exiting entirely with an estimated $145M sold.

  • 192 institutional investors held CVR Energy (CVI) as of Q4 2024, down from 204 in Q3 2024.
  • Funds reported $1.84B of CVR Energy stock for Q4 2024, down 23% quarter-over-quarter.
  • 38 funds opened new CVR Energy positions in Q4 2024 and 50 closed out, a net change of -12 holders.
  • The largest CVR Energy buyer in Q4 2024 was UBS Group, an estimated $12.7M added.
  • The largest CVR Energy seller in Q4 2024 was Pacer Advisors, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2024.