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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
VI
176
Vestcor Inc
New Brunswick, Canada
$172K -$88.3K -2,658 -35%
PI
177
PEAK6 Investments
Illinois
$166K -$3.11M -93,596 -95%
SOW
178
State of Wyoming
Wyoming
$134K -$174K -5,246 -58%
AIP
179
Ameritas Investment Partners
Nebraska
$105K
A
180
AlphaQuest
New York
$84.4K -$307K -9,254 -80%
C
181
Covestor
United Kingdom
$81K +$75.7K +2,278 +45,560%
TWC
182
TD Waterhouse Canada
Ontario, Canada
$80.3K
FFWM
183
Future Financial Wealth Management
Ohio
$71.3K +$66.4K +2,000 New
MLICM
184
Metropolitan Life Insurance Company (MetLife)
New York
$60.9K
HCP
185
Hexagon Capital Partners
Arkansas
$37.2K +$9.27K +279 +37%
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.7K -$33.2K -1,000 -49%
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$34.2K +$6.88K +207 +28%
RL
188
Rogco LP
Oklahoma
$30.3K
KBC Group
189
KBC Group
Belgium
$30K -$16.3K -491 -37%
TAM
190
Tucker Asset Management
Colorado
$22.3K
GI
191
GAMMA Investing
California
$21.8K +$10.2K +307 +101%
CFM
192
Catalyst Funds Management
Australia
$21.4K +$19.9K +600 New
Nomura Asset Management
193
Nomura Asset Management
Japan
$20.7K +$19.3K +580 New
PS
194
Principal Securities
Iowa
$18.4K
SPIA
195
Steward Partners Investment Advisory
New York
$15.7K
S
196
SignatureFD
Georgia
$15.4K
SAM
197
Smartleaf Asset Management
Massachusetts
$11.5K +$465 +14 +4%
EWA
198
EverSource Wealth Advisors
Alabama
$9.08K
BFPW
199
BOK Financial Private Wealth
Colorado
$8.2K +$100 +3 +1%
HT
200
Headlands Technologies
Illinois
$5.74K +$5.35K +161 New

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.