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CVR Energy

126 hedge funds and large institutions have $3.74B invested in CVR Energy in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $6.27M | Put options by funds: $4.52M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.75% less ownership

Funds ownership: 96.94%96.19% (-0.75%)

8% less capital invested

Capital invested by funds: $4.06B → $3.74B (-$320M)

12% less funds holding

Funds holding: 143126 (-17)

37% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 59

63% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 24

Holders
126
Holders Change
-17
Holders Change %
-11.89%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
37
Reduced
59
Closed
24
Calls
$6.27M
Puts
$4.52M
Net Calls
+$1.75M
Net Calls Change
+$6.82M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
101
JFS Wealth Advisors
Pennsylvania
$77K -$21.1K -439 -20%
LTFS
102
Ladenburg Thalmann Financial Services
Florida
$65K -$2.4K -50 -3%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$49K -$119K -2,478 -69%
SAC
104
Smith Affiliated Capital
New York
$47K
Deutsche Bank
105
Deutsche Bank
Germany
$45K -$77.1K -1,604 -61%
HMS
106
Hanseatic Management Services
New Mexico
$44K -$1.16M -24,156 -96%
EFSCE
107
Enterprise Financial Services Corp (EFSC)
Missouri
$43K
Canada Life
108
Canada Life
Manitoba, Canada
$34K
MSA
109
Mason Street Advisors
Wisconsin
$33K
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$32K +$144 +3 +0.4%
AIG
111
American International Group
New York
$30.6K -$529 -11 -2%
Teacher Retirement System of Texas
112
Teacher Retirement System of Texas
Texas
$27K -$1.68K -35 -5%
BlackRock
113
BlackRock
New York
$25K
TRCT
114
Tower Research Capital (TRC)
New York
$22K -$35.9K -747 -60%
GT
115
Glenmede Trust
Pennsylvania
$22K
IA
116
IndexIQ Advisors
New York
$22K +$96 +2 +0.4%
NFG
117
Next Financial Group
Texas
$18K -$19K -395 -50%
WRM
118
Westport Resources Management
Connecticut
$18K
Parallax Volatility Advisers
119
Parallax Volatility Advisers
California
$17K -$28.5K -593 -61%
CCA
120
Catalyst Capital Advisors
New York
$11K +$12.2K +254 New
WA
121
WFG Advisors
Texas
$9K +$289 +6 +3%
CIM
122
Contravisory Investment Management
Massachusetts
$6K
FNBSF
123
First National Bank Sioux Falls
South Dakota
$6K
Envestnet Asset Management
124
Envestnet Asset Management
Illinois
$5K
US Bancorp
125
US Bancorp
Minnesota
$4K -$6.64K -138 -58%

CVI Hedge Fund Activity: Q3 2014 in Review

126 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in CVR Energy (CVI) for Q3 2014, worth a combined $3.74B — down 7.9% from $4.06B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of CVI and 9 opened new positions — a net loss of 15 holders — while 59 trimmed existing stakes and 37 added.

The largest buyer was AJO LP, opening a new position worth an estimated $29.7M. The largest seller was Allianz Asset Management, cutting an estimated $29M.

  • 126 institutional investors held CVR Energy (CVI) as of Q3 2014, down from 143 in Q2 2014.
  • Funds reported $3.74B of CVR Energy stock for Q3 2014, down 7.9% quarter-over-quarter.
  • 9 funds opened new CVR Energy positions in Q3 2014 and 24 closed out, a net change of -15 holders.
  • The largest CVR Energy buyer in Q3 2014 was AJO LP, an estimated $29.7M added.
  • The largest CVR Energy seller in Q3 2014 was Allianz Asset Management, an estimated $29M sold.

Based on aggregated 13F filings for Q3 2014.