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CVR Energy

178 hedge funds and large institutions have $3.27B invested in CVR Energy in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 20

65% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $7.75M

36% more capital invested

Capital invested by funds: $2.41B → $3.27B (+$866M)

22% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 49

17% more funds holding

Funds holding: 152178 (+26)

3.48% more ownership

Funds ownership: 93.83%97.31% (+3.5%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
178
Holders Change
+26
Holders Change %
+17.11%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
50
Increased
60
Reduced
49
Closed
20
Calls
$12.8M
Puts
$7.75M
Net Calls
+$5.01M
Net Calls Change
-$940K
Name Holding Trade Value Shares
Change
Change in
Stake
NICM
151
Neo Ivy Capital Management
New York
$14K +$14K +440 New
MCC
152
Money Concepts Capital
Florida
$11K -$29.9K -936 -74%
EWA
153
EverSource Wealth Advisors
Alabama
$10K
Group One Trading
154
Group One Trading
Illinois
$9K -$337K -10,558 -98%
SSG
155
Summit Securities Group
New York
$7K -$9.58K -300 -60%
SFG
156
Steward Financial Group
Texas
$7K +$575 +18 +9%
TWC
157
TD Waterhouse Canada
Ontario, Canada
$6.2K
HIM
158
Hillsdale Investment Management
Ontario, Canada
$6K +$5.75K +180 New
TWP
159
TFO Wealth Partners
Ohio
$6K +$5.87K +184 New
S
160
SignatureFD
Georgia
$5K +$5.08K +159 New
WC
161
Wexford Capital
Florida
$3.29K +$3.14M +98,323 New
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$3K
QCG
163
Quadrant Capital Group
Ohio
$3K +$1.69K +53 +126%
PHK
164
Point72 Hong Kong
Hong Kong
$2K -$17K -534 -89%
WWMSC
165
Wagner Wealth Management (South Carolina)
South Carolina
$2K +$1.6K +50 New
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1K
C
167
Covestor
United Kingdom
$1K -$64 -2 -11%
GWS
168
Glassman Wealth Services
Virginia
$1K
SSB
169
Sandy Spring Bank
Maryland
$1K
JWA
170
JFS Wealth Advisors
Pennsylvania
$1K +$511 +16 +133%
CA
171
CoreCap Advisors
Michigan
$1K +$638 +20 New
BIA
172
Bell Investment Advisors
California
$1K +$702 +22 New
SC
173
Schubert & Co
Texas
$1K +$926 +29 +725%
APA
174
American Portfolios Advisors
New York
$838
TAM
175
Tucker Asset Management
Colorado
$838

CVI Hedge Fund Activity: Q2 2022 in Review

178 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in CVR Energy (CVI) for Q2 2022, worth a combined $3.27B — up 36% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new CVI positions and 20 closed out — a net gain of 30 holders — while 60 added to existing stakes and 49 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $28.9M. The largest seller was Towle & Co, exiting entirely with an estimated $29.5M sold.

  • 178 institutional investors held CVR Energy (CVI) as of Q2 2022, up from 152 in Q1 2022.
  • Funds reported $3.27B of CVR Energy stock for Q2 2022, up 36% quarter-over-quarter.
  • 50 funds opened new CVR Energy positions in Q2 2022 and 20 closed out, a net change of +30 holders.
  • The largest CVR Energy buyer in Q2 2022 was Victory Capital Management, an estimated $28.9M added.
  • The largest CVR Energy seller in Q2 2022 was Towle & Co, an estimated $29.5M sold.

Based on aggregated 13F filings for Q2 2022.