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CVR Energy
CVI

232 hedge funds and large institutions have $3.85B invested in CVR Energy in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 31

13% more call options, than puts

Call options by funds: $4.57M | Put options by funds: $4.05M

1% more funds holding

Funds holding: 229 → 232 (+3)

0.27% more ownership

Funds ownership: 94.36% → 94.63% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less capital invested

Capital invested by funds: $4.18B → $3.85B (-$331M)

11% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 84

Holders
232
Holders Change
+3
Holders Change %
+1.31%
% of All Funds
4.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
75
Reduced
84
Closed
31
Calls
$4.57M
Puts
$4.05M
Net Calls
+$521K
Net Calls Change
+$2.39M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$15.3M
2
Renaissance Technologies
Renaissance Technologies
New York
+$12.9M
3
BlackRock
BlackRock
New York
+$10.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$9.31M
5
Morgan Stanley
Morgan Stanley
New York
+$8.29M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$48.1M
2
JP Morgan Chase
JP Morgan Chase
New York
-$8.4M
3
N
Nuveen
North Carolina
-$7.42M
4
KBC Group
KBC Group
Belgium
-$6.49M
5
First Trust Advisors
First Trust Advisors
Illinois
-$4.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
HAI
51
Hennessy Advisors Inc
California
$2.6M -$101K -2,300 -3%
MAM
52
Martingale Asset Management
Massachusetts
$2.55M – – –
Swiss National Bank
53
Swiss National Bank
Switzerland
$2.33M +$48.3K +1,100 +2%
Federated Hermes
54
Federated Hermes
Pennsylvania
$2.33M +$2.48M +56,350 +4,378%
Barclays
55
Barclays
United Kingdom
$2.27M +$1.25M +28,480 +103%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$2.23M +$114K +2,587 +5%
SFI
57
Susquehanna Fundamental Investments
Pennsylvania
$2.21M – – –
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$2.2M -$494K -11,237 -17%
CAM
59
Cresset Asset Management
Illinois
$2.13M -$925K -21,057 -29%
CS
60
Credit Suisse
Switzerland
$2.12M -$1.03M -23,484 -31%
CAM
61
Congress Asset Management
Massachusetts
$2M -$571K -13,002 -21%
AQR Capital Management
62
AQR Capital Management
Connecticut
$1.96M -$1.93M -44,005 -48%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$1.87M +$196K +4,458 +11%
First Trust Advisors
64
First Trust Advisors
Illinois
$1.85M -$4.72M -107,454 -70%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$1.83M -$40.1K -913 -2%
VIA
66
Vident Investment Advisory
Georgia
$1.82M +$1.98M +45,007 New
AIM
67
Aigen Investment Management
New York
$1.81M +$1.97M +44,846 New
KWILP
68
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.78M +$239K +5,443 +14%
Victory Capital Management
69
Victory Capital Management
Texas
$1.76M +$204K +4,644 +12%
Acadian Asset Management
70
Acadian Asset Management
Massachusetts
$1.74M -$214K -4,859 -10%
EGM
71
Engineers Gate Manager
New York
$1.71M +$633K +14,407 +52%
Point72 Asset Management
72
Point72 Asset Management
Connecticut
$1.69M +$1.22M +27,800 +199%
Mitsubishi UFJ Trust & Banking
73
Mitsubishi UFJ Trust & Banking
Japan
$1.66M -$819K -18,647 -31%
American Century Companies
74
American Century Companies
Missouri
$1.64M -$48.1M -1,094,559 -96%
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$1.56M -$901K -20,509 -35%
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3
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CVI Hedge Fund Activity: Q4 2019 in Review

232 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in CVR Energy (CVI) for Q4 2019, worth a combined $3.85B — down 7.9% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CVI positions and 31 closed out — a net gain of 9 holders — while 75 added to existing stakes and 84 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $15.3M. The largest seller was American Century Companies, cutting an estimated $48.1M.

  • 232 institutional investors held CVR Energy (CVI) as of Q4 2019, up from 229 in Q3 2019.
  • Funds reported $3.85B of CVR Energy stock for Q4 2019, down 7.9% quarter-over-quarter.
  • 40 funds opened new CVR Energy positions in Q4 2019 and 31 closed out, a net change of +9 holders.
  • The largest CVR Energy buyer in Q4 2019 was Arrowstreet Capital, an estimated $15.3M added.
  • The largest CVR Energy seller in Q4 2019 was American Century Companies, an estimated $48.1M sold.

Based on aggregated 13F filings for Q4 2019.