CVR Energy
153 hedge funds and large institutions have $3.33B invested in CVR Energy in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 41 increasing their positions, 60 reducing their positions, and 11 closing their positions.
218% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 11
45% more capital invested
Capital invested by funds: $2.29B → $3.33B (+$1.04B)
37% more call options, than puts
Call options by funds: $7.04M | Put options by funds: $5.14M
18% more funds holding
Funds holding: 130 → 153 (+23)
1.18% more ownership
Funds ownership: 101.94% → 103.12% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
32% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$30.2M |
| 2 |
State Street
Boston,
Massachusetts
|
+$14.4M |
| 3 |
Renaissance Technologies
New York
|
+$7.51M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$6.92M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$6.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$15.4M |
| 2 |
N
Natixis
Paris,
France
|
-$6.27M |
| 3 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$6.04M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$5.46M |
| 5 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$4.98M |
CVI Hedge Fund Activity: Q4 2017 in Review
153 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in CVR Energy (CVI) for Q4 2017, worth a combined $3.33B — up 45% from $2.29B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new CVI positions and 11 closed out — a net gain of 24 holders — while 41 added to existing stakes and 60 trimmed.
The largest buyer was Hennessy Advisors Inc, opening a new position worth an estimated $30.2M. The largest seller was Bank of New York Mellon, cutting an estimated $15.4M.
- 153 institutional investors held CVR Energy (CVI) as of Q4 2017, up from 130 in Q3 2017.
- Funds reported $3.33B of CVR Energy stock for Q4 2017, up 45% quarter-over-quarter.
- 35 funds opened new CVR Energy positions in Q4 2017 and 11 closed out, a net change of +24 holders.
- The largest CVR Energy buyer in Q4 2017 was Hennessy Advisors Inc, an estimated $30.2M added.
- The largest CVR Energy seller in Q4 2017 was Bank of New York Mellon, an estimated $15.4M sold.
Based on aggregated 13F filings for Q4 2017.