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CVR Energy

152 hedge funds and large institutions have $2.41B invested in CVR Energy in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $8.67M | Put options by funds: $2.72M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

54% more capital invested

Capital invested by funds: $1.57B → $2.41B (+$842M)

14% more funds holding

Funds holding: 133152 (+19)

1.11% more ownership

Funds ownership: 92.73%93.83% (+1.1%)

10% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 48

Holders
152
Holders Change
+19
Holders Change %
+14.29%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
38
Increased
43
Reduced
48
Closed
18
Calls
$8.67M
Puts
$2.72M
Net Calls
+$5.96M
Net Calls Change
+$5.33M
Name Holding Trade Value Shares
Change
Change in
Stake
LOIM
126
Liberty One Investment Management
Illinois
$21K
MAM
127
Meeder Asset Management
Ohio
$20K +$16.3K +786 New
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$15K
PHK
129
Point72 Hong Kong
Hong Kong
$15K +$12.4K +598 New
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$14K -$4.78K -230 -29%
SSG
131
Summit Securities Group
New York
$13K +$10.4K +500 New
TWA
132
TCI Wealth Advisors
Arizona
$12K
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$12K +$332 +16 +4%
EWA
134
EverSource Wealth Advisors
Alabama
$8K
Barrow, Hanley, Mewhinney & Strauss
135
Barrow, Hanley, Mewhinney & Strauss
Texas
$5K -$43.5K -2,094 -91%
SFG
136
Steward Financial Group
Texas
$5K
TWC
137
TD Waterhouse Canada
Ontario, Canada
$4.62K
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$2K
C
139
Covestor
United Kingdom
$1K -$104 -5 -21%
QCG
140
Quadrant Capital Group
Ohio
$1K
SSB
141
Sandy Spring Bank
Maryland
$1K +$519 +25 New
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
$766
APA
143
American Portfolios Advisors
New York
$639 -$2.08K -100 -80%
TAM
144
Tucker Asset Management
Colorado
$639
Macquarie Group
145
Macquarie Group
Australia
$27
HHAM
146
HITE Hedge Asset Management
Massachusetts
-$7.56M -449,780 Closed
YCM
147
Yaupon Capital Management
New York
-$2.23M -132,934 Closed
ACM
148
AlphaCrest Capital Management
New York
-$776K -46,144 Closed
Teacher Retirement System of Texas
149
Teacher Retirement System of Texas
Texas
-$650K -38,655 Closed
UA
150
Unison Advisors
District of Columbia
-$570K -33,930 Closed

CVI Hedge Fund Activity: Q1 2022 in Review

152 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in CVR Energy (CVI) for Q1 2022, worth a combined $2.41B — up 54% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CVI positions and 18 closed out — a net gain of 20 holders — while 43 added to existing stakes and 48 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $9.7M. The largest seller was HITE Hedge Asset Management, exiting entirely with an estimated $7.56M sold.

  • 152 institutional investors held CVR Energy (CVI) as of Q1 2022, up from 133 in Q4 2021.
  • Funds reported $2.41B of CVR Energy stock for Q1 2022, up 54% quarter-over-quarter.
  • 38 funds opened new CVR Energy positions in Q1 2022 and 18 closed out, a net change of +20 holders.
  • The largest CVR Energy buyer in Q1 2022 was Fidelity Investments, an estimated $9.7M added.
  • The largest CVR Energy seller in Q1 2022 was HITE Hedge Asset Management, an estimated $7.56M sold.

Based on aggregated 13F filings for Q1 2022.