CVI icon

CVR Energy
CVI

Overview Fund Activity

174 hedge funds and large institutions have $1.56B invested in CVR Energy in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 65 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-57
Holders Change %
-24.68%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
64
Reduced
65
Closed
79
Calls
$1.7M
Puts
$1.48M
Net Calls
+$220K
Net Calls Change
-$301K

Top Buyers

1
Federated Hermes
Federated Hermes
Pennsylvania
$8.97M
2
Renaissance Technologies
Renaissance Technologies
New York
$45.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
$64.1M
4
State Street
State Street
Massachusetts
$25.6M
5
PPA
Parametric Portfolio Associates
Washington
$7.17M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$3.95M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Millennium Management
Millennium Management
New York
$0
4
Morgan Stanley
Morgan Stanley
New York
$748K
5
CCPM
Cooper Creek Partners Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
151
American Portfolios Advisors
New York
$14.7K -$17.9K -1,080 -55%
NIT
152
NumerixS Investment Technologies
British Columbia, Canada
$10K -$1.67K -100 -14%
S
153
SignatureFD
Georgia
$10K +$9.73K +616 +3,624%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
CIA
155
CSat Investment Advisory
Michigan
$8K +$1.39K +83 +21%
AWM
156
Avior Wealth Management
Nebraska
$5K – – –
BWA
157
BDO Wealth Advisors
Florida
$4K – – –
VCM
158
Versant Capital Management
Arizona
$4K +$4K +297 New
MAM
159
Meeder Asset Management
Ohio
$3K -$12.5K -792 -81%
ASN
160
Advisory Services Network
Georgia
$3K +$3K +186 New
PCM
161
Prelude Capital Management
New York
$2K -$44.9K -2,243 -96%
SNT
162
Security National Trust
West Virginia
$2K – – –
LC
163
Lindbrook Capital
California
$1K -$10K -610 -91%
LPWM
164
Lake Point Wealth Management
Texas
$1K – – –
SFSIG
165
San Francisco Sentry Investment Group
California
$1K +$1K +42 New
PA
166
Parallel Advisors
California
$1K +$1K +64 New
WQ
167
Wealth Quarterback
New Jersey
$827 +$827 +50 New
Citadel Advisors
168
Citadel Advisors
Florida
– -$5.41M -133,727 Closed
Millennium Management
169
Millennium Management
New York
– -$4.95M -122,327 Closed
CCPM
170
Cooper Creek Partners Management
New York
– -$3.49M -86,230 Closed
HIM
171
Hillsdale Investment Management
Ontario, Canada
– -$3.28M -81,100 Closed
Wellington Management Group
172
Wellington Management Group
Massachusetts
– -$3.09M -76,524 Closed
Man Group
173
Man Group
United Kingdom
– -$2.66M -65,745 Closed
HAI
174
Hennessy Advisors Inc
California
– -$2.6M -64,326 Closed
MAM
175
Martingale Asset Management
Massachusetts
– -$2.55M -63,100 Closed
5 6
7
8 9