CVR Energy
138 hedge funds and large institutions have $3.69B invested in CVR Energy in 2013 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 42 increasing their positions, 55 reducing their positions, and 29 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
67% more call options, than puts
Call options by funds: $8.42M | Put options by funds: $5.04M
5% more capital invested
Capital invested by funds: $3.51B → $3.69B (+$178M)
3% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 29
1% more funds holding
Funds holding: 137 → 138 (+1)
3.04% less ownership
Funds ownership: 98.39% → 95.34% (-3%)
24% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$15.8M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$12.9M |
| 3 |
Goldman Sachs
New York
|
+$10.2M |
| 4 |
Bank of New York Mellon
New York
|
+$7.43M |
| 5 |
Millennium Management
New York
|
+$6.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$35M |
| 2 |
HSA
Hussman Strategic Advisors
Ellicott City,
Maryland
|
-$13.5M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$13.2M |
| 4 |
Two Sigma Investments
New York
|
-$12.6M |
| 5 |
Renaissance Technologies
New York
|
-$11.7M |
CVI Hedge Fund Activity: Q4 2013 in Review
138 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CVR Energy (CVI) for Q4 2013, worth a combined $3.69B — up 5.1% from $3.51B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new CVI positions and 29 closed out — a net gain of 1 holder — while 42 added to existing stakes and 55 trimmed.
The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $15.8M. The largest seller was LSV Asset Management, cutting an estimated $35M.
- 138 institutional investors held CVR Energy (CVI) as of Q4 2013, up from 137 in Q3 2013.
- Funds reported $3.69B of CVR Energy stock for Q4 2013, up 5.1% quarter-over-quarter.
- 30 funds opened new CVR Energy positions in Q4 2013 and 29 closed out, a net change of +1 holder.
- The largest CVR Energy buyer in Q4 2013 was Kennedy Capital Management, an estimated $15.8M added.
- The largest CVR Energy seller in Q4 2013 was LSV Asset Management, an estimated $35M sold.
Based on aggregated 13F filings for Q4 2013.