We are live on ! Find out more
CVI icon

CVR Energy

192 hedge funds and large institutions have $1.84B invested in CVR Energy in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 51 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 51

3% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $16.2M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.02% less ownership

Funds ownership: 102.72%97.71% (-5%)

6% less funds holding

Funds holding: 204192 (-12)

23% less capital invested

Capital invested by funds: $2.38B → $1.84B (-$537M)

24% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 50

Holders
192
Holders Change
-12
Holders Change %
-5.88%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
76
Reduced
51
Closed
50
Calls
$16.7M
Puts
$16.2M
Net Calls
+$498K
Net Calls Change
-$3.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$1.25B
BlackRock
2
BlackRock
New York
$106M +$6.06M +299,908 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$77.5M +$3.12M +154,125 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$40.9M +$4.81M +238,081 +12%
State Street
5
State Street
Massachusetts
$36.8M -$2.29M -113,108 -5%
Invesco
6
Invesco
Georgia
$20.6M -$2.65M -131,243 -11%
Citadel Advisors
7
Citadel Advisors
Florida
$16.4M +$3.73M +184,631 +27%
Charles Schwab
8
Charles Schwab
California
$14.7M +$2.91M +143,941 +23%
Jacobs Levy Equity Management
9
Jacobs Levy Equity Management
New Jersey
$14.5M +$4.2M +207,872 +37%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$14.5M +$65.9K +3,261 +0.4%
Morgan Stanley
11
Morgan Stanley
New York
$14.5M +$5.15M +254,568 +49%
Two Sigma Investments
12
Two Sigma Investments
New York
$14.1M +$5.45M +269,763 +56%
Ameriprise
13
Ameriprise
Minnesota
$13.7M +$4.13M +204,101 +39%
UBS Group
14
UBS Group
Switzerland
$13.7M +$12.7M +629,785 +638%
American Century Companies
15
American Century Companies
Missouri
$13M +$1.65M +81,647 +13%
Renaissance Technologies
16
Renaissance Technologies
New York
$10.2M +$2.23M +110,460 +25%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$8.97M -$671K -33,200 -6%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$8.69M +$4.69M +232,140 +100%
Goldman Sachs
19
Goldman Sachs
New York
$8.11M -$6.5M -321,607 -43%
Northern Trust
20
Northern Trust
Illinois
$7.51M +$710K +35,130 +10%
CIM
21
Cambria Investment Management
California
$7.09M +$281K +13,924 +4%
AAM
22
Advisors Asset Management
Colorado
$6.46M -$149K -7,393 -2%
HF
23
HRT Financial
New York
$6.18M +$6.67M +329,923 New
ECM
24
ExodusPoint Capital Management
New York
$5.49M +$5.22M +258,436 +745%
Millennium Management
25
Millennium Management
New York
$5.36M +$5.34M +264,143 +1,203%

CVI Hedge Fund Activity: Q4 2024 in Review

192 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CVR Energy (CVI) for Q4 2024, worth a combined $1.84B — down 23% from $2.38B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of CVI and 38 opened new positions — a net loss of 12 holders — while 51 trimmed existing stakes and 76 added.

The largest buyer was UBS Group, adding an estimated $12.7M. The largest seller was Pacer Advisors, exiting entirely with an estimated $145M sold.

  • 192 institutional investors held CVR Energy (CVI) as of Q4 2024, down from 204 in Q3 2024.
  • Funds reported $1.84B of CVR Energy stock for Q4 2024, down 23% quarter-over-quarter.
  • 38 funds opened new CVR Energy positions in Q4 2024 and 50 closed out, a net change of -12 holders.
  • The largest CVR Energy buyer in Q4 2024 was UBS Group, an estimated $12.7M added.
  • The largest CVR Energy seller in Q4 2024 was Pacer Advisors, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2024.