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CVR Energy

175 hedge funds and large institutions have $1.56B invested in CVR Energy in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 65 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $1.7M | Put options by funds: $1.48M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.29% less ownership

Funds ownership: 94.63%94.34% (-0.29%)

2% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 65

25% less funds holding

Funds holding: 232175 (-57)

59% less capital invested

Capital invested by funds: $3.85B → $1.56B (-$2.28B)

66% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 79

Holders
175
Holders Change
-57
Holders Change %
-24.57%
% of All Funds
3.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
64
Reduced
65
Closed
79
Calls
$1.7M
Puts
$1.48M
Net Calls
+$220K
Net Calls Change
-$301K
Name Holding Trade Value Shares
Change
Change in
Stake
WCG
251
Weaver Consulting Group
California
+$572 +19 New
EWP
252
Engrave Wealth Partners
Texas
+$1.14K +38 New

CVI Hedge Fund Activity: Q1 2020 in Review

175 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in CVR Energy (CVI) for Q1 2020, worth a combined $1.56B — down 59% from $3.85B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of CVI and 27 opened new positions — a net loss of 52 holders — while 65 trimmed existing stakes and 64 added.

The largest buyer was Federated Hermes, adding an estimated $14.6M. The largest seller was Goldman Sachs, cutting an estimated $11.3M.

  • 175 institutional investors held CVR Energy (CVI) as of Q1 2020, down from 232 in Q4 2019.
  • Funds reported $1.56B of CVR Energy stock for Q1 2020, down 59% quarter-over-quarter.
  • 27 funds opened new CVR Energy positions in Q1 2020 and 79 closed out, a net change of -52 holders.
  • The largest CVR Energy buyer in Q1 2020 was Federated Hermes, an estimated $14.6M added.
  • The largest CVR Energy seller in Q1 2020 was Goldman Sachs, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2020.