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CVR Energy

232 hedge funds and large institutions have $3.7B invested in CVR Energy in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 65 increasing their positions, 88 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $24.8M | Put options by funds: $20.9M

15% more capital invested

Capital invested by funds: $3.21B → $3.7B (+$487M)

15% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 40

2% more funds holding

Funds holding: 227232 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.3% less ownership

Funds ownership: 105.5%103.2% (-2.3%)

26% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 88

Holders
232
Holders Change
+5
Holders Change %
+2.2%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
65
Reduced
88
Closed
40
Calls
$24.8M
Puts
$20.9M
Net Calls
+$3.97M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
251
Tidal Investments
Wisconsin
-$553K -18,242 Closed
RJA
252
Raymond James & Associates
Florida
-$422K -13,923 Closed
SG Americas Securities
253
SG Americas Securities
New York
-$409K -13,490 Closed
NRD
254
Nebula Research & Development
New York
-$402K -13,273 Closed
HSBC Holdings
255
HSBC Holdings
United Kingdom
-$391K -12,871 Closed
LCM
256
Lynwood Capital Management
Ontario, Canada
-$303K -10,000 Closed
OA
257
Oracle Alpha
Ontario, Canada
-$251K -8,283 Closed
VF
258
Virtu Financial
New York
-$248K -8,199 Closed
SCM
259
Semanteon Capital Management
Massachusetts
-$235K -7,751 Closed
CP
260
Camelot Portfolios
Ohio
-$229K -7,568 Closed
EC
261
EntryPoint Capital
New York
-$179K -5,919 Closed
PHK
262
Point72 Hong Kong
Hong Kong
-$116K -3,844 Closed
SO
263
STRS Ohio
Ohio
-$39K -1,300 Closed
Mitsubishi UFJ Trust & Banking
264
Mitsubishi UFJ Trust & Banking
Japan
-$37K -1,222 Closed
ASN
265
Advisory Services Network
Georgia
-$35.9K -1,186 Closed
PIM
266
Plato Investment Management
Australia
-$35.1K -1,159 Closed
OP
267
ORG Partners
Indiana
-$11.2K -371 Closed
TWM
268
Tradition Wealth Management
Minnesota
-$6K -200 Closed
Bessemer Group
269
Bessemer Group
New Jersey
-$2K -77 Closed
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
-$1.51K -50 Closed
FBC
271
Fairfield, Bush & Co
Connecticut
-$1.21K -40 Closed
GWS
272
Glassman Wealth Services
Virginia
-$455 -15 Closed

CVI Hedge Fund Activity: Q1 2024 in Review

232 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CVR Energy (CVI) for Q1 2024, worth a combined $3.7B — up 15% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new CVI positions and 40 closed out — a net gain of 6 holders — while 65 added to existing stakes and 88 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $53.6M. The largest seller was BlackRock, cutting an estimated $51.2M.

  • 232 institutional investors held CVR Energy (CVI) as of Q1 2024, up from 227 in Q4 2023.
  • Funds reported $3.7B of CVR Energy stock for Q1 2024, up 15% quarter-over-quarter.
  • 46 funds opened new CVR Energy positions in Q1 2024 and 40 closed out, a net change of +6 holders.
  • The largest CVR Energy buyer in Q1 2024 was Pacer Advisors, an estimated $53.6M added.
  • The largest CVR Energy seller in Q1 2024 was BlackRock, an estimated $51.2M sold.

Based on aggregated 13F filings for Q1 2024.