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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
Barrow, Hanley, Mewhinney & Strauss
201
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.53K
WIM
202
Westside Investment Management
California
$5.51K +$4.98K +150 New
HI
203
Harbour Investments
Wisconsin
$4.92K +$4.58K +138 New
QCG
204
Quadrant Capital Group
Ohio
$4.46K +$963 +29 +30%
GWP
205
Gen-Wealth Partners
Michigan
$4.46K +$4.15K +125 New
FFA
206
Farther Finance Advisors
California
$4.11K
CAL
207
Capital Advisors Ltd
Ohio
$3K
NS
208
NBC Securities
Alabama
$3K
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.99K +60 +353%
SIS
210
Sound Income Strategies
Florida
$2.14K
PWMG
211
Private Wealth Management Group
New Jersey
$1.75K
SA
212
Scarborough Advisors
Maryland
$1.14K
ECM
213
Everence Capital Management
Indiana
$1.12K
JWA
214
JFS Wealth Advisors
Pennsylvania
$1.11K -$365 -11 -26%
VNA
215
Valley National Advisers
Pennsylvania
$1K +$1.33K +40 New
RG
216
Retirement Group
California
$773 +$33 +1 +5%
RFG
217
RFP Financial Group
Georgia
$713 -$9.17K -276 -93%
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$713
CA
219
CoreCap Advisors
Michigan
$713 +$664 +20 New
FHA
220
First Horizon Advisors
Tennessee
$641 +$598 +18 New
UB
221
UMB Bank
Missouri
$571 +$531 +16 New
AF
222
Allworth Financial
California
$464
SIC
223
SJS Investment Consulting
Ohio
$428
AWM
224
Avior Wealth Management
Nebraska
$392 +$365 +11 New
DPW
225
DiNuzzo Private Wealth
Pennsylvania
$286

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.