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CVR Energy

128 hedge funds and large institutions have $3.56B invested in CVR Energy in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 33 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $4.44M

55% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 33

0.59% more ownership

Funds ownership: 95.34%95.93% (+0.59%)

3% less capital invested

Capital invested by funds: $3.69B → $3.56B (-$123M)

7% less funds holding

Funds holding: 138128 (-10)

32% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 31

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
128
Holders Change
-10
Holders Change %
-7.25%
% of All Funds
3.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
51
Reduced
33
Closed
31
Calls
$11.9M
Puts
$4.44M
Net Calls
+$7.5M
Net Calls Change
+$4.13M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$3.01B
Allianz Asset Management
2
Allianz Asset Management
Germany
$94.5M -$71.2K -1,794 -0.1%
Goldman Sachs
3
Goldman Sachs
New York
$46.6M +$13.2M +332,099 +43%
SAC
4
Smith Affiliated Capital
New York
$44.4M
Vanguard Group
5
Vanguard Group
Pennsylvania
$41.8M -$363K -9,135 -0.9%
BIT
6
BlackRock Institutional Trust
California
$25.2M +$8.71M +219,338 +58%
State Street
7
State Street
Massachusetts
$23.7M +$2.78M +70,095 +14%
LSV Asset Management
8
LSV Asset Management
Illinois
$19.2M
KCM
9
Kennedy Capital Management
Missouri
$18.9M +$1.63M +41,114 +10%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$17.9M +$1.31M +32,928 +8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$14.3M +$908K +22,860 +7%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$11.8M +$1.19M +29,900 +12%
Two Sigma Investments
13
Two Sigma Investments
New York
$10.9M +$8.3M +208,991 +434%
Northern Trust
14
Northern Trust
Illinois
$10.8M +$3.9M +98,190 +63%
Norges Bank
15
Norges Bank
Norway
$10.7M
AQR Capital Management
16
AQR Capital Management
Connecticut
$9.61M -$2.61M -65,818 -22%
State of Wisconsin Investment Board
17
State of Wisconsin Investment Board
Wisconsin
$9.47M +$3.18K +80 +0%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$7.39M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$6.46M -$361K -9,083 -6%
GF
20
Gabelli Funds
New York
$6.34M
Prudential Financial
21
Prudential Financial
New Jersey
$6.26M -$909K -22,900 -13%
TCIM
22
TIAA CREF Investment Management
New York
$5.81M +$2.61M +65,626 +91%
TA
23
Teachers Advisors
New York
$5.69M +$4.75M +119,670 +797%
BFA
24
BlackRock Fund Advisors
California
$5.52M +$43.4K +1,094 +0.8%
HK
25
Horizon Kinetics
New York
$5.39M +$1.39M +34,997 +38%

CVI Hedge Fund Activity: Q1 2014 in Review

128 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in CVR Energy (CVI) for Q1 2014, worth a combined $3.56B — down 3.3% from $3.69B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of CVI and 21 opened new positions — a net loss of 10 holders — while 33 trimmed existing stakes and 51 added.

The largest buyer was Goldman Sachs, adding an estimated $13.2M. The largest seller was KGH Ltd, exiting entirely with an estimated $7.65M sold.

  • 128 institutional investors held CVR Energy (CVI) as of Q1 2014, down from 138 in Q4 2013.
  • Funds reported $3.56B of CVR Energy stock for Q1 2014, down 3.3% quarter-over-quarter.
  • 21 funds opened new CVR Energy positions in Q1 2014 and 31 closed out, a net change of -10 holders.
  • The largest CVR Energy buyer in Q1 2014 was Goldman Sachs, an estimated $13.2M added.
  • The largest CVR Energy seller in Q1 2014 was KGH Ltd, an estimated $7.65M sold.

Based on aggregated 13F filings for Q1 2014.