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CVR Energy
CVI

232 hedge funds and large institutions have $3.85B invested in CVR Energy in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 31

13% more call options, than puts

Call options by funds: $4.57M | Put options by funds: $4.05M

1% more funds holding

Funds holding: 229 → 232 (+3)

0.27% more ownership

Funds ownership: 94.36% → 94.63% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less capital invested

Capital invested by funds: $4.18B → $3.85B (-$331M)

11% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 84

Holders
232
Holders Change
+3
Holders Change %
+1.31%
% of All Funds
4.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
75
Reduced
84
Closed
31
Calls
$4.57M
Puts
$4.05M
Net Calls
+$521K
Net Calls Change
+$2.39M

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$15.3M
2
Renaissance Technologies
Renaissance Technologies
New York
+$12.9M
3
BlackRock
BlackRock
New York
+$10.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$9.31M
5
Morgan Stanley
Morgan Stanley
New York
+$8.29M

Top Sellers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
-$48.1M
2
JP Morgan Chase
JP Morgan Chase
New York
-$8.4M
3
N
Nuveen
North Carolina
-$7.42M
4
KBC Group
KBC Group
Belgium
-$6.49M
5
First Trust Advisors
First Trust Advisors
Illinois
-$4.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
201
Personal Wealth Partners
Minnesota
$51K – – –
NICM
202
Neo Ivy Capital Management
New York
$49K +$53.5K +1,217 New
IA
203
IFP Advisors
Florida
$42K +$1.67K +38 +4%
MAM
204
Meeder Asset Management
Ohio
$40K -$414K -9,427 -91%
FGAM
205
Financial Gravity Asset Management
Texas
$40K -$352 -8 -25%
Macquarie Group
206
Macquarie Group
Australia
$40K – – –
Skandinaviska Enskilda Banken (SEB)
207
Skandinaviska Enskilda Banken (SEB)
Sweden
$40K – – –
GWM
208
Geneos Wealth Management
Colorado
$33K +$7.47K +170 +26%
NIT
209
NumerixS Investment Technologies
British Columbia, Canada
$28K -$17.6K -400 -36%
LC
210
Lindbrook Capital
California
$27K – – –
SFS
211
Sowell Financial Services
Arkansas
$25K -$543K -12,354 -95%
CIA
212
CSat Investment Advisory
Michigan
$16K -$122K -2,780 -88%
AWM
213
Avior Wealth Management
Nebraska
$13K – – –
BWA
214
BDO Wealth Advisors
Florida
$10K – – –
FRA
215
Front Row Advisors
California
$9K +$3.87K +88 +60%
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
RFM
217
Royal Fund Management
Florida
$8K – – –
EW
218
Evoke Wealth
California
$7.88K +$2.68K +61 +46%
MCM
219
MV Capital Management
Maryland
$7K +$2.9K +66 +67%
PA
220
PSI Advisors
Florida
$6K +$6.59K +150 New
CT
221
Caldwell Trust
Florida
$4.85K +$5.27K +120 New
SNT
222
Security National Trust
West Virginia
$4K – – –
SBL
223
Sargent Bickham Lagudis
Colorado
$4K +$4.39K +100 New
FHA
224
Flagship Harbor Advisors
Massachusetts
$2K +$88 +2 +4%
LPWM
225
Lake Point Wealth Management
Texas
$2K +$2.2K +50 New
7 8
9
10 11

CVI Hedge Fund Activity: Q4 2019 in Review

232 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in CVR Energy (CVI) for Q4 2019, worth a combined $3.85B — down 7.9% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CVI positions and 31 closed out — a net gain of 9 holders — while 75 added to existing stakes and 84 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $15.3M. The largest seller was American Century Companies, cutting an estimated $48.1M.

  • 232 institutional investors held CVR Energy (CVI) as of Q4 2019, up from 229 in Q3 2019.
  • Funds reported $3.85B of CVR Energy stock for Q4 2019, down 7.9% quarter-over-quarter.
  • 40 funds opened new CVR Energy positions in Q4 2019 and 31 closed out, a net change of +9 holders.
  • The largest CVR Energy buyer in Q4 2019 was Arrowstreet Capital, an estimated $15.3M added.
  • The largest CVR Energy seller in Q4 2019 was American Century Companies, an estimated $48.1M sold.

Based on aggregated 13F filings for Q4 2019.