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CVR Energy

182 hedge funds and large institutions have $2.79B invested in CVR Energy in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 71 increasing their positions, 46 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $14M | Put options by funds: $6.62M

54% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 46

10% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 39

2% more funds holding

Funds holding: 178182 (+4)

1.51% less ownership

Funds ownership: 97.31%95.8% (-1.5%)

15% less capital invested

Capital invested by funds: $3.27B → $2.79B (-$483M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
182
Holders Change
+4
Holders Change %
+2.25%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
43
Increased
71
Reduced
46
Closed
39
Calls
$14M
Puts
$6.62M
Net Calls
+$7.34M
Net Calls Change
+$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$7.96M +$1.9M +60,399 +28%
Allianz Asset Management
27
Allianz Asset Management
Germany
$7.62M +$2.96M +93,888 +56%
JP Morgan Chase
28
JP Morgan Chase
New York
$6.84M -$510K -16,190 -6%
American Century Companies
29
American Century Companies
Missouri
$6.79M +$1.01M +32,178 +16%
IECM
30
Intrinsic Edge Capital Management
Illinois
$6.43M -$7.19M -228,138 -51%
EF
31
Empowered Funds
Pennsylvania
$5.68M +$6.18M +195,988 New
Millennium Management
32
Millennium Management
New York
$5.4M -$11.2M -356,783 -66%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$5.09M +$851 +27 +0%
AQR Capital Management
34
AQR Capital Management
Connecticut
$4.77M +$1.73M +54,722 +50%
CM
35
CastleKnight Management
New York
$4.64M +$732K +23,200 +17%
Rafferty Asset Management
36
Rafferty Asset Management
New York
$4.5M +$615K +19,512 +14%
HIM
37
Hillsdale Investment Management
Ontario, Canada
$4.32M +$4.7M +148,940 +82,744%
Tudor Investment Corp
38
Tudor Investment Corp
Connecticut
$4.27M +$1.82M +57,572 +64%
QC
39
Quantedge Capital
Singapore
$4.08M -$173K -5,500 -4%
CS
40
Credit Suisse
Switzerland
$4M +$1.79M +56,645 +70%
Man Group
41
Man Group
United Kingdom
$3.2M +$3.48M +110,349 New
Citigroup
42
Citigroup
New York
$3.16M +$1.84M +58,277 +114%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$3.01M +$875K +27,762 +37%
JF
44
Jump Financial
Illinois
$2.74M -$446K -14,153 -13%
UBS Group
45
UBS Group
Switzerland
$2.49M +$1.59M +50,583 +144%
SFI
46
Susquehanna Fundamental Investments
Pennsylvania
$2.49M +$2.7M +85,778 New
Wells Fargo
47
Wells Fargo
California
$2.44M +$834K +26,455 +46%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$2.4M +$1.92M +60,781 +277%
Federated Hermes
49
Federated Hermes
Pennsylvania
$2.31M -$723K -22,944 -22%
Deutsche Bank
50
Deutsche Bank
Germany
$2.15M -$2.13M -67,658 -48%

CVI Hedge Fund Activity: Q3 2022 in Review

182 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in CVR Energy (CVI) for Q3 2022, worth a combined $2.79B — down 15% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CVI positions and 39 closed out — a net gain of 4 holders — while 71 added to existing stakes and 46 trimmed.

The largest buyer was State Street, adding an estimated $15M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $32.6M sold.

  • 182 institutional investors held CVR Energy (CVI) as of Q3 2022, up from 178 in Q2 2022.
  • Funds reported $2.79B of CVR Energy stock for Q3 2022, down 15% quarter-over-quarter.
  • 43 funds opened new CVR Energy positions in Q3 2022 and 39 closed out, a net change of +4 holders.
  • The largest CVR Energy buyer in Q3 2022 was State Street, an estimated $15M added.
  • The largest CVR Energy seller in Q3 2022 was Assenagon Asset Management, an estimated $32.6M sold.

Based on aggregated 13F filings for Q3 2022.