We are live on ! Find out more
CVI icon

CVR Energy
CVI

200 hedge funds and large institutions have $3.23B invested in CVR Energy in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 73 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $5.85M

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

26% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 58

9% more capital invested

Capital invested by funds: $2.96B → $3.23B (+$278M)

9% more funds holding

Funds holding: 184 → 200 (+16)

2.79% more ownership

Funds ownership: 95.25% → 98.04% (+2.8%)

Holders
200
Holders Change
+16
Holders Change %
+8.7%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
47
Increased
73
Reduced
58
Closed
30
Calls
$13.7M
Puts
$5.85M
Net Calls
+$7.85M
Net Calls Change
-$4.99M

Top Buyers

1
BlackRock
BlackRock
New York
+$78M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$11.5M
3
Renaissance Technologies
Renaissance Technologies
New York
+$9.73M
4
JP Morgan Chase
JP Morgan Chase
New York
+$9.24M
5
EF
Empowered Funds
Pennsylvania
+$7.56M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$26.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$11.4M
3
State Street
State Street
Massachusetts
-$8.74M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$6.33M
5
PFM
Premier Fund Managers
United Kingdom
-$6.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$6.84M +$1.51M +47,063 +29%
CSS
27
Cubist Systematic Strategies
Connecticut
$6.79M +$5.01M +156,292 +308%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$6.51M -$1.71M -53,300 -21%
Principal Financial Group
29
Principal Financial Group
Iowa
$6.15M +$5.5M +171,449 +1,064%
First Trust Advisors
30
First Trust Advisors
Illinois
$5.92M +$1.38M +43,081 +31%
IECM
31
Intrinsic Edge Capital Management
Illinois
$5.63M -$1.6M -50,000 -23%
ECA
32
Encompass Capital Advisors
New York
$5.43M +$5.31M +165,701 New
Man Group
33
Man Group
United Kingdom
$4.86M -$5.49M -171,245 Closed
Rafferty Asset Management
34
Rafferty Asset Management
New York
$4.72M -$1.1M -34,282 -19%
Goldman Sachs
35
Goldman Sachs
New York
$4.63M -$2.53M -78,871 -36%
LP
36
LMR Partners
United Kingdom
$4.59M +$4.48M +139,874 New
Barclays
37
Barclays
United Kingdom
$4.51M +$4.13M +128,731 +1,454%
Citigroup
38
Citigroup
New York
$3.51M -$1.43M -44,725 -29%
UBS Group
39
UBS Group
Switzerland
$3.43M +$229K +7,147 +7%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$3.4M +$1.66M +51,705 +100%
Legal & General Group
41
Legal & General Group
United Kingdom
$2.84M +$1.8M +56,005 +183%
CM
42
CastleKnight Management
New York
$2.76M -$462K -14,400 -15%
CP
43
CenterBook Partners
Connecticut
$2.72M +$1.82M +56,726 +216%
CAM
44
Congress Asset Management
Massachusetts
$2.66M +$259K +8,091 +11%
Squarepoint
45
Squarepoint
New York
$2.58M +$2.53M +78,805 New
Russell Investments Group
46
Russell Investments Group
United Kingdom
$2.45M -$60.3K -1,881 -2%
Federated Hermes
47
Federated Hermes
Pennsylvania
$2.4M +$42.7K +1,331 +2%
QC
48
Quantedge Capital
Singapore
$2.35M -$2.14M -66,900 -48%
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
$2.34M +$1.77M +55,285 +345%
Massachusetts Financial Services
50
Massachusetts Financial Services
Massachusetts
$2.3M -$63.6K -1,985 -3%
1
2
3 4 5

CVI Hedge Fund Activity: Q1 2023 in Review

200 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CVR Energy (CVI) for Q1 2023, worth a combined $3.23B — up 9.4% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new CVI positions and 30 closed out — a net gain of 17 holders — while 73 added to existing stakes and 58 trimmed.

The largest buyer was BlackRock, adding an estimated $78M. The largest seller was Millennium Management, cutting an estimated $26.4M.

  • 200 institutional investors held CVR Energy (CVI) as of Q1 2023, up from 184 in Q4 2022.
  • Funds reported $3.23B of CVR Energy stock for Q1 2023, up 9.4% quarter-over-quarter.
  • 47 funds opened new CVR Energy positions in Q1 2023 and 30 closed out, a net change of +17 holders.
  • The largest CVR Energy buyer in Q1 2023 was BlackRock, an estimated $78M added.
  • The largest CVR Energy seller in Q1 2023 was Millennium Management, an estimated $26.4M sold.

Based on aggregated 13F filings for Q1 2023.