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CVR Energy
CVI

200 hedge funds and large institutions have $3.23B invested in CVR Energy in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 73 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $5.85M

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

26% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 58

9% more capital invested

Capital invested by funds: $2.96B → $3.23B (+$278M)

9% more funds holding

Funds holding: 184 → 200 (+16)

2.79% more ownership

Funds ownership: 95.25% → 98.04% (+2.8%)

Holders
200
Holders Change
+16
Holders Change %
+8.7%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
47
Increased
73
Reduced
58
Closed
30
Calls
$13.7M
Puts
$5.85M
Net Calls
+$7.85M
Net Calls Change
-$4.99M

Top Buyers

1
BlackRock
BlackRock
New York
+$78M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$11.5M
3
Renaissance Technologies
Renaissance Technologies
New York
+$9.73M
4
JP Morgan Chase
JP Morgan Chase
New York
+$9.24M
5
EF
Empowered Funds
Pennsylvania
+$7.56M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$26.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$11.4M
3
State Street
State Street
Massachusetts
-$8.74M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$6.33M
5
PFM
Premier Fund Managers
United Kingdom
-$6.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1
Icahn Carl
Florida
$2.33B – – –
BlackRock
2
BlackRock
New York
$152M +$78M +2,432,131 +110%
Vanguard Group
3
Vanguard Group
Pennsylvania
$119M +$11.5M +360,132 +11%
State Street
4
State Street
Massachusetts
$77.4M -$8.74M -272,550 -10%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$54.7M +$7.36M +229,628 +16%
Renaissance Technologies
6
Renaissance Technologies
New York
$42.8M +$9.73M +303,500 +30%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$25.2M +$4.21M +131,293 +21%
Jacobs Levy Equity Management
8
Jacobs Levy Equity Management
New Jersey
$20.6M -$343K -10,699 -2%
JP Morgan Chase
9
JP Morgan Chase
New York
$18.7M +$9.24M +288,340 +102%
Northern Trust
10
Northern Trust
Illinois
$18.5M +$2.1M +65,622 +13%
Ameriprise
11
Ameriprise
Minnesota
$17.9M +$3.19M +99,411 +22%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$17.9M +$765K +23,863 +5%
Charles Schwab
13
Charles Schwab
California
$16.9M -$807K -25,187 -5%
N
14
Nuveen
North Carolina
$16.7M -$519K -16,188 -3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$15.3M +$1.74M +54,183 +13%
HAI
16
Hennessy Advisors Inc
California
$15M +$3.2M +99,800 +28%
KL
17
KGH Ltd
Bahamas
$12.8M -$6M -187,291 -32%
Morgan Stanley
18
Morgan Stanley
New York
$12.6M +$4.78M +149,090 +64%
CIM
19
Cambria Investment Management
California
$12.2M +$1.16M +36,325 +11%
American Century Companies
20
American Century Companies
Missouri
$11.3M +$1.03M +31,992 +10%
Norges Bank
21
Norges Bank
Norway
$10.1M -$6.13M -191,212 -38%
Allianz Asset Management
22
Allianz Asset Management
Germany
$9.98M +$148K +4,625 +2%
Victory Capital Management
23
Victory Capital Management
Texas
$9.27M +$7.4M +230,779 +443%
Invesco
24
Invesco
Georgia
$8.29M -$4.38M -136,795 -35%
EF
25
Empowered Funds
Pennsylvania
$7.74M +$7.56M +235,984 New
1
2 3 4 5

CVI Hedge Fund Activity: Q1 2023 in Review

200 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CVR Energy (CVI) for Q1 2023, worth a combined $3.23B — up 9.4% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new CVI positions and 30 closed out — a net gain of 17 holders — while 73 added to existing stakes and 58 trimmed.

The largest buyer was BlackRock, adding an estimated $78M. The largest seller was Millennium Management, cutting an estimated $26.4M.

  • 200 institutional investors held CVR Energy (CVI) as of Q1 2023, up from 184 in Q4 2022.
  • Funds reported $3.23B of CVR Energy stock for Q1 2023, up 9.4% quarter-over-quarter.
  • 47 funds opened new CVR Energy positions in Q1 2023 and 30 closed out, a net change of +17 holders.
  • The largest CVR Energy buyer in Q1 2023 was BlackRock, an estimated $78M added.
  • The largest CVR Energy seller in Q1 2023 was Millennium Management, an estimated $26.4M sold.

Based on aggregated 13F filings for Q1 2023.