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CVR Energy
CVI

192 hedge funds and large institutions have $1.84B invested in CVR Energy in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 51 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 51

3% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $16.2M

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5.02% less ownership

Funds ownership: 102.72% → 97.71% (-5%)

6% less funds holding

Funds holding: 204 → 192 (-12)

23% less capital invested

Capital invested by funds: $2.38B → $1.84B (-$537M)

24% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 50

Holders
192
Holders Change
-12
Holders Change %
-5.88%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
76
Reduced
51
Closed
50
Calls
$16.7M
Puts
$16.2M
Net Calls
+$498K
Net Calls Change
-$3.8M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$12.7M
2
HF
HRT Financial
New York
+$6.67M
3
BlackRock
BlackRock
New York
+$6.06M
4
Two Sigma Investments
Two Sigma Investments
New York
+$5.45M
5
Millennium Management
Millennium Management
New York
+$5.34M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$145M
2
TC
Towle & Co
Colorado
-$16.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$15M
4
SCM
SIR Capital Management
New York
-$13.8M
5
Goldman Sachs
Goldman Sachs
New York
-$6.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$4.67M -$623K -30,838 -11%
First Trust Advisors
27
First Trust Advisors
Illinois
$4.64M -$1.33M -65,710 -21%
Allianz Asset Management
28
Allianz Asset Management
Germany
$4.34M +$416K +20,600 +10%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$4.32M -$15M -740,948 -76%
Squarepoint
30
Squarepoint
New York
$4.11M +$3.35M +165,884 +309%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$3.56M +$2.03M +100,619 +113%
Bank of America
32
Bank of America
North Carolina
$3.48M -$67K -3,315 -2%
Holocene Advisors
33
Holocene Advisors
New York
$3.47M +$113K +5,595 +3%
Wells Fargo
34
Wells Fargo
California
$3.14M +$2.92M +144,311 +625%
Principal Financial Group
35
Principal Financial Group
Iowa
$3.12M +$97.6K +4,830 +3%
Victory Capital Management
36
Victory Capital Management
Texas
$3.05M -$3.74M -185,162 -53%
Jane Street
37
Jane Street
New York
$2.95M +$2.84M +140,710 +854%
EGM
38
Engineers Gate Manager
New York
$2.45M +$1.91M +94,704 +264%
Norges Bank
39
Norges Bank
Norway
$2.31M – – –
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$2.31M +$2.17M +107,293 +672%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$2.16M +$29.9K +1,479 +1%
AAA
42
Adams Asset Advisors
Texas
$1.94M – – –
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$1.86M +$2.01M +99,248 New
RA
44
Royce & Associates
New York
$1.77M -$132K -6,535 -6%
ETC
45
Exchange Traded Concepts
Oklahoma
$1.76M +$389K +19,265 +26%
Legal & General Group
46
Legal & General Group
United Kingdom
$1.7M – – –
CC
47
Covalis Capital
United Kingdom
$1.65M +$1.78M +88,209 New
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.6M +$263K +13,017 +18%
N
49
Nuveen
North Carolina
$1.6M – – –
CAM
50
Congress Asset Management
Massachusetts
$1.59M +$126K +6,237 +8%
1
2
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CVI Hedge Fund Activity: Q4 2024 in Review

192 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CVR Energy (CVI) for Q4 2024, worth a combined $1.84B — down 23% from $2.38B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of CVI and 38 opened new positions — a net loss of 12 holders — while 51 trimmed existing stakes and 76 added.

The largest buyer was UBS Group, adding an estimated $12.7M. The largest seller was Pacer Advisors, exiting entirely with an estimated $145M sold.

  • 192 institutional investors held CVR Energy (CVI) as of Q4 2024, down from 204 in Q3 2024.
  • Funds reported $1.84B of CVR Energy stock for Q4 2024, down 23% quarter-over-quarter.
  • 38 funds opened new CVR Energy positions in Q4 2024 and 50 closed out, a net change of -12 holders.
  • The largest CVR Energy buyer in Q4 2024 was UBS Group, an estimated $12.7M added.
  • The largest CVR Energy seller in Q4 2024 was Pacer Advisors, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2024.