We are live on ! Find out more
CVI icon

CVR Energy

198 hedge funds and large institutions have $3.79B invested in CVR Energy in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 53 increasing their positions, 61 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $5.5M

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

19% more capital invested

Capital invested by funds: $3.18B → $3.79B (+$612M)

14% more funds holding

Funds holding: 173198 (+25)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.1% less ownership

Funds ownership: 91.79%91.69% (-0.1%)

13% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 61

Holders
198
Holders Change
+25
Holders Change %
+14.45%
% of All Funds
4.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
60
Increased
53
Reduced
61
Closed
32
Calls
$10.3M
Puts
$5.5M
Net Calls
+$4.84M
Net Calls Change
+$5.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
151
Clarus Wealth Advisors
Arizona
$222K -$70K -1,760 -25%
Canada Life
152
Canada Life
Manitoba, Canada
$222K +$6.92K +174 +3%
BAM
153
Blueshift Asset Management
New Jersey
$216K -$497K -12,497 -70%
AI
154
Atria Investments
North Carolina
$216K +$209K +5,251 New
CIP
155
Convergence Investment Partners
Florida
$209K -$95.1K -2,391 -32%
Public Employees Retirement Association of Colorado
156
Public Employees Retirement Association of Colorado
Colorado
$208K
ECM
157
ExodusPoint Capital Management
New York
$205K +$198K +4,974 New
HMS
158
Hanseatic Management Services
New Mexico
$203K +$796 +20 +0.4%
NIT
159
NumerixS Investment Technologies
British Columbia, Canada
$166K +$159K +4,000 New
OSAM
160
O'Shaughnessy Asset Management
Connecticut
$162K -$883K -22,185 -85%
SG Americas Securities
161
SG Americas Securities
New York
$133K +$12.4K +311 +11%
Royal Bank of Canada
162
Royal Bank of Canada
Ontario, Canada
$116K +$29.6K +745 +36%
Simplex Trading
163
Simplex Trading
Illinois
$111K +$107K +2,698 New
Bessemer Group
164
Bessemer Group
New Jersey
$104K
DekaBank Deutsche Girozentrale
165
DekaBank Deutsche Girozentrale
Germany
$101K -$23.2K -583 -18%
Ohio Public Employees Retirement System (OPERS)
166
Ohio Public Employees Retirement System (OPERS)
Ohio
$98K -$10.6K -266 -10%
CAM
167
Cresset Asset Management
Illinois
$92K +$4.15M +104,341 New
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
$84K -$19K -478 -19%
SO
169
STRS Ohio
Ohio
$74K
GAM
170
GQ Asset Management
New York
$64K +$62.2K +1,564 New
AIP
171
Ameritas Investment Partners
Nebraska
$62K +$11.1K +280 +23%
Federated Hermes
172
Federated Hermes
Pennsylvania
$59K -$5.49K -138 -9%
AIM
173
Assured Investment Management
New York
$50K -$6.25M -157,217 -99%
NWM
174
Northwest Wealth Management
Iowa
$49K
CMBA
175
C.M. Bidwell & Associates
Hawaii
$46K +$44.4K +1,115 New

CVI Hedge Fund Activity: Q1 2019 in Review

198 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in CVR Energy (CVI) for Q1 2019, worth a combined $3.79B — up 19% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new CVI positions and 32 closed out — a net gain of 28 holders — while 53 added to existing stakes and 61 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $24.9M. The largest seller was Millennium Management, cutting an estimated $20.9M.

  • 198 institutional investors held CVR Energy (CVI) as of Q1 2019, up from 173 in Q4 2018.
  • Funds reported $3.79B of CVR Energy stock for Q1 2019, up 19% quarter-over-quarter.
  • 60 funds opened new CVR Energy positions in Q1 2019 and 32 closed out, a net change of +28 holders.
  • The largest CVR Energy buyer in Q1 2019 was JP Morgan Chase, an estimated $24.9M added.
  • The largest CVR Energy seller in Q1 2019 was Millennium Management, an estimated $20.9M sold.

Based on aggregated 13F filings for Q1 2019.