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CVR Energy

232 hedge funds and large institutions have $3.7B invested in CVR Energy in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 65 increasing their positions, 88 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $24.8M | Put options by funds: $20.9M

15% more capital invested

Capital invested by funds: $3.21B → $3.7B (+$487M)

15% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 40

2% more funds holding

Funds holding: 227232 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.3% less ownership

Funds ownership: 105.5%103.2% (-2.3%)

26% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 88

Holders
232
Holders Change
+5
Holders Change %
+2.2%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
65
Reduced
88
Closed
40
Calls
$24.8M
Puts
$20.9M
Net Calls
+$3.97M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
151
VOYA Investment Management
Georgia
$346K -$72.7K -2,188 -18%
ASRS
152
Arizona State Retirement System
Arizona
$345K -$5.51K -166 -2%
UM
153
UniSuper Management
Australia
$333K +$310K +9,346 New
XT
154
XTX Topco
Cayman Islands
$325K +$303K +9,126 New
AB
155
Amalgamated Bank
New York
$317K -$122K -3,672 -29%
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$301K +$4.45K +134 +2%
TRCT
157
Tower Research Capital (TRC)
New York
$299K +$47.3K +1,423 +20%
TSS
158
Two Sigma Securities
New York
$299K -$84.6K -2,547 -23%
IWM
159
IHT Wealth Management
Illinois
$297K +$16.1K +486 +6%
Commonwealth Equity Services
160
Commonwealth Equity Services
Massachusetts
$291K +$271K +8,167 New
PCM
161
Prelude Capital Management
New York
$290K -$210K -6,330 -44%
OPERF
162
Oregon Public Employees Retirement Fund
Oregon
$279K -$23.3K -700 -8%
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$279K +$33.6K +1,012 +15%
MFS
164
Mirabella Financial Services
United Kingdom
$258K +$2.99K +90 +1%
CC
165
Corton Capital
Ontario, Canada
$253K -$393K -11,832 -62%
OR
166
Olympiad Research
Connecticut
$248K -$224K -6,734 -49%
Federated Hermes
167
Federated Hermes
Pennsylvania
$226K -$41.6K -1,252 -17%
COPPSERS
168
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$225K +$209K +6,296 New
JF
169
Jump Financial
Illinois
$221K -$3.06M -92,136 -94%
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$218K +$203K +6,107 New
Jones Financial Companies
171
Jones Financial Companies
Missouri
$218K +$166K +5,007 +455%
KAS
172
Kestra Advisory Services
Texas
$214K +$199K +5,995 New
ProShare Advisors
173
ProShare Advisors
Maryland
$213K +$198K +5,967 New
AIM
174
Aigen Investment Management
New York
$209K -$1.77M -53,379 -90%
Public Employees Retirement Association of Colorado
175
Public Employees Retirement Association of Colorado
Colorado
$180K

CVI Hedge Fund Activity: Q1 2024 in Review

232 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CVR Energy (CVI) for Q1 2024, worth a combined $3.7B — up 15% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new CVI positions and 40 closed out — a net gain of 6 holders — while 65 added to existing stakes and 88 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $53.6M. The largest seller was BlackRock, cutting an estimated $51.2M.

  • 232 institutional investors held CVR Energy (CVI) as of Q1 2024, up from 227 in Q4 2023.
  • Funds reported $3.7B of CVR Energy stock for Q1 2024, up 15% quarter-over-quarter.
  • 46 funds opened new CVR Energy positions in Q1 2024 and 40 closed out, a net change of +6 holders.
  • The largest CVR Energy buyer in Q1 2024 was Pacer Advisors, an estimated $53.6M added.
  • The largest CVR Energy seller in Q1 2024 was BlackRock, an estimated $51.2M sold.

Based on aggregated 13F filings for Q1 2024.