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CVR Energy
CVI

Overview Fund Activity

174 hedge funds and large institutions have $2.99B invested in CVR Energy in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 69 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-26
Holders Change %
-13%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
59
Reduced
69
Closed
47
Calls
$11.1M
Puts
$8.71M
Net Calls
+$2.37M
Net Calls Change
-$5.47M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$52.2M
2
Invesco
Invesco
Georgia
$32.8M
3
BlackRock
BlackRock
New York
$152M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$11.7M
5
Citadel Advisors
Citadel Advisors
Florida
$10.9M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$23.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.95M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$8.53M
4
EF
Empowered Funds
Pennsylvania
$0
5
IECM
Intrinsic Edge Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
151
EverSource Wealth Advisors
Alabama
$8.96K – – –
TWM
152
Tradition Wealth Management
Minnesota
$6K – – –
Barrow, Hanley, Mewhinney & Strauss
153
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.64K +$4.64K +155 New
DA
154
Denali Advisors
California
$2.1K -$210 -7 -9%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$2K -$16K -424 -89%
CAL
156
Capital Advisors Ltd
Ohio
$2K +$2K +76 New
FBC
157
Fairfield, Bush & Co
Connecticut
$1.2K +$1.2K +40 New
QCG
158
Quadrant Capital Group
Ohio
$899 -$1.89K -63 -68%
JWA
159
JFS Wealth Advisors
Pennsylvania
$779 -$90 -3 -10%
HCP
160
Hexagon Capital Partners
Arkansas
$749 -$1.53K -51 -67%
GC
161
Globeflex Capital
California
$719 – – –
RFG
162
RFP Financial Group
Georgia
$629 – – –
RG
163
Retirement Group
California
$621 +$30 +1 +5%
FMII
164
Farmers & Merchants Investments Inc
Nebraska
$599 +$599 +20 New
GWS
165
Glassman Wealth Services
Virginia
$449 – – –
AF
166
Allworth Financial
California
$390 +$390 +13 New
LC
167
Lindbrook Capital
California
$360 – – –
AF
168
Advisornet Financial
Minnesota
$300 – – –
SIC
169
SJS Investment Consulting
Ohio
$240 +$30 +1 +14%
DI
170
Disciplined Investments
Oklahoma
$210 -$60 -2 -22%
PFBT
171
Parkside Financial Bank & Trust
Missouri
$120 +$120 +4 New
HNB
172
Huntington National Bank
Ohio
$60 – – –
TWP
173
TFO Wealth Partners
Ohio
$60 – – –
EF
174
Empowered Funds
Pennsylvania
– -$7.74M -235,984 Closed
IECM
175
Intrinsic Edge Capital Management
Illinois
– -$5.63M -171,862 Closed
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