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CVR Energy

227 hedge funds and large institutions have $3.21B invested in CVR Energy in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 93 increasing their positions, 60 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+9
Holders Change %
+4.13%
% of All Funds
3.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
45
Increased
93
Reduced
60
Closed
32
Calls
$24.8M
Puts
$8.78M
Net Calls
+$16.1M
Net Calls Change
-$1.27M
Name Holding Trade Value Shares
Change
Shares
Change %
BFPW
201
BOK Financial Private Wealth
Colorado
$6.86K +$6.86K +227 New
TWM
202
Tradition Wealth Management
Minnesota
$6K
Barrow, Hanley, Mewhinney & Strauss
203
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.7K
FFA
204
Farther Finance Advisors
California
$3.39K +$2.94K +97 +647%
NS
205
NBC Securities
Alabama
$3K +$3K +100 New
QCG
206
Quadrant Capital Group
Ohio
$2.91K +$2K +66 +220%
CAL
207
Capital Advisors Ltd
Ohio
$2K
Bessemer Group
208
Bessemer Group
New Jersey
$2K +$2K +77 New
SIS
209
Sound Income Strategies
Florida
$1.82K +$1.82K +60 New
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$1.52K +$1.52K +50 New
PWMG
211
Private Wealth Management Group
New Jersey
$1.49K +$1.49K +49 New
JWA
212
JFS Wealth Advisors
Pennsylvania
$1.27K +$30 +1 +2%
FBC
213
Fairfield, Bush & Co
Connecticut
$1.21K +$1.21K +40 New
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$1K -$1.12K -19 -53%
SA
215
Scarborough Advisors
Maryland
$955 +$955 +32 New
RG
216
Retirement Group
California
$647
FMII
217
Farmers & Merchants Investments Inc
Nebraska
$606
AF
218
Advisornet Financial
Minnesota
$606 +$182 +6 +43%
GWS
219
Glassman Wealth Services
Virginia
$455
AF
220
Allworth Financial
California
$394
SIC
221
SJS Investment Consulting
Ohio
$364 -$30 -1 -8%
DPW
222
DiNuzzo Private Wealth
Pennsylvania
$243 +$243 +8 New
PFBT
223
Parkside Financial Bank & Trust
Missouri
$153 +$31 +1 +25%
HNB
224
Huntington National Bank
Ohio
$61
TWP
225
TFO Wealth Partners
Ohio
$61