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CVR Energy
CVI

225 hedge funds and large institutions have $4.74B invested in CVR Energy in 2019 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 83 increasing their positions, 60 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $13.3M | Put options by funds: $6.25M

97% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 32

38% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 60

25% more capital invested

Capital invested by funds: $3.79B → $4.74B (+$948M)

14% more funds holding

Funds holding: 198 → 225 (+27)

2.67% more ownership

Funds ownership: 91.69% → 94.36% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
225
Holders Change
+27
Holders Change %
+13.64%
% of All Funds
4.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
63
Increased
83
Reduced
60
Closed
32
Calls
$13.3M
Puts
$6.25M
Net Calls
+$7.01M
Net Calls Change
+$2.17M

Top Buyers

1
N
Nuveen
North Carolina
+$23M
2
BlackRock
BlackRock
New York
+$21.8M
3
Renaissance Technologies
Renaissance Technologies
New York
+$21.2M
4
American Century Companies
American Century Companies
Missouri
+$18.5M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$15.5M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$13.1M
2
HI
HBK Investments
Texas
-$12.1M
3
SBH
Segall Bryant & Hamill
Illinois
-$7.14M
4
Squarepoint
Squarepoint
New York
-$5.99M
5
AAMU
Amundi Asset Management US
Massachusetts
-$5.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
76
Barclays
United Kingdom
$2.09M +$1.22M +27,250 +187%
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$2.07M +$1.04M +23,082 +126%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$2.02M +$717K +15,984 +65%
BA
79
Boston Advisors
Massachusetts
$1.96M +$1.76M +39,161 New
CS
80
Credit Suisse
Switzerland
$1.92M -$380K -8,470 -18%
KWILP
81
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.86M +$1.67M +37,252 New
EGM
82
Engineers Gate Manager
New York
$1.82M +$1.63M +36,330 New
MCM
83
McKinley Capital Management
Alaska
$1.81M -$532K -11,855 -25%
CCMG
84
Clark Capital Management Group
Pennsylvania
$1.8M -$1.85M -41,204 -53%
Rafferty Asset Management
85
Rafferty Asset Management
New York
$1.8M +$300K +6,687 +23%
CIP
86
Convergence Investment Partners
Florida
$1.77M +$1.36M +30,395 +601%
BPM
87
Bowling Portfolio Management
Ohio
$1.74M +$1.56M +34,801 New
Balyasny Asset Management
88
Balyasny Asset Management
Illinois
$1.72M -$219K -4,888 -12%
Stifel Financial
89
Stifel Financial
Missouri
$1.59M +$1.42M +31,727 New
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$1.53M -$487K -10,850 -26%
UBS AM
91
UBS AM
Illinois
$1.47M +$121K +2,691 +10%
OAM
92
Oxford Asset Management
United Kingdom
$1.46M +$1.31M +29,242 New
HI
93
HBK Investments
Texas
$1.4M -$12.1M -269,756 -91%
SEC
94
Seven Eight Capital
New York
$1.33M +$1.2M +26,694 New
AI
95
Atria Investments
North Carolina
$1.32M +$1.08M +24,086 +459%
Bessemer Group
96
Bessemer Group
New Jersey
$1.3M +$1.05M +23,400 +923%
Voloridge Investment Management
97
Voloridge Investment Management
Florida
$1.29M +$1.15M +25,720 New
SRAM
98
Stone Ridge Asset Management
New York
$1.27M +$144K +3,200 +14%
SI
99
Stephens Inc
Arkansas
$1.26M -$45.3K -1,010 -4%
HW
100
Hancock Whitney
Mississippi
$1.25M – – –
2 3
4
5 6

CVI Hedge Fund Activity: Q2 2019 in Review

225 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in CVR Energy (CVI) for Q2 2019, worth a combined $4.74B — up 25% from $3.79B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new CVI positions and 32 closed out — a net gain of 31 holders — while 83 added to existing stakes and 60 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $23M. The largest seller was JP Morgan Chase, cutting an estimated $13.1M.

  • 225 institutional investors held CVR Energy (CVI) as of Q2 2019, up from 198 in Q1 2019.
  • Funds reported $4.74B of CVR Energy stock for Q2 2019, up 25% quarter-over-quarter.
  • 63 funds opened new CVR Energy positions in Q2 2019 and 32 closed out, a net change of +31 holders.
  • The largest CVR Energy buyer in Q2 2019 was Nuveen, an estimated $23M added.
  • The largest CVR Energy seller in Q2 2019 was JP Morgan Chase, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2019.