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CVR Energy
CVI

Overview Fund Activity

218 hedge funds and large institutions have $3.48B invested in CVR Energy in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 77 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+44
Holders Change %
+25.29%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
62
Increased
77
Reduced
59
Closed
18
Calls
$26.7M
Puts
$9.42M
Net Calls
+$17.3M
Net Calls Change
+$15M

Top Buyers

1
BlackRock
BlackRock
New York
$206M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$27M
3
Millennium Management
Millennium Management
New York
$32.1M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$29.3M
5
Two Sigma Investments
Two Sigma Investments
New York
$19.4M

Top Sellers

1
IC
Icahn Carl
Florida
$2.27B
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$5.02M
3
Northern Trust
Northern Trust
Illinois
$10.8M
4
KL
KGH Ltd
Bahamas
$0
5
State Street
State Street
Massachusetts
$82.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
201
Fisher Asset Management
Washington
$2.08K +$2.08K +61 New
DA
202
Denali Advisors
California
$2.01K -$374 -11 -16%
JWA
203
JFS Wealth Advisors
Pennsylvania
$1.4K +$511 +15 +58%
QCG
204
Quadrant Capital Group
Ohio
$1.02K – – –
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$1K -$472 -17 -32%
SFG
206
Steward Financial Group
Texas
$1K +$1K +46 New
RG
207
Retirement Group
California
$715 – – –
FMII
208
Farmers & Merchants Investments Inc
Nebraska
$681 – – –
ECM
209
Everence Capital Management
Indiana
$629 +$629 +18,480 New
GWS
210
Glassman Wealth Services
Virginia
$510 – – –
FFA
211
Farther Finance Advisors
California
$510 +$510 +15 New
AF
212
Advisornet Financial
Minnesota
$476 +$136 +4 +40%
AF
213
Allworth Financial
California
$443 – – –
SIC
214
SJS Investment Consulting
Ohio
$443 +$170 +5 +63%
PFBT
215
Parkside Financial Bank & Trust
Missouri
$137 – – –
HNB
216
Huntington National Bank
Ohio
$68 – – –
TWP
217
TFO Wealth Partners
Ohio
$60 – – –
GRP
218
Global Retirement Partners
California
$26 +$26 +1 New
KL
219
KGH Ltd
Bahamas
– -$7.36M -245,568 Closed
TC
220
TwinBeech Capital
New York
– -$3.47M -115,784 Closed
TCM
221
Thomist Capital Management
Texas
– -$1.73M -57,400 Closed
Holocene Advisors
222
Holocene Advisors
New York
– -$1.01M -33,758 Closed
Amundi
223
Amundi
France
– -$958K -32,301 Closed
Capital Fund Management (CFM)
224
Capital Fund Management (CFM)
France
– -$896K -29,905 Closed
CP
225
CenterBook Partners
Connecticut
– -$451K -15,037 Closed
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