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CVR Energy

197 hedge funds and large institutions have $1.91B invested in CVR Energy in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 56 increasing their positions, 71 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

3% more funds holding

Funds holding: 192197 (+5)

4% more capital invested

Capital invested by funds: $1.84B → $1.91B (+$71.2M)

0.32% more ownership

Funds ownership: 97.71%98.03% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less call options, than puts

Call options by funds: $12.4M | Put options by funds: $14.7M

21% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 71

Holders
197
Holders Change
+5
Holders Change %
+2.6%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
40
Increased
56
Reduced
71
Closed
35
Calls
$12.4M
Puts
$14.7M
Net Calls
-$2.31M
Net Calls Change
-$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$1.33B +$36M +1,841,889 +3%
BlackRock
2
BlackRock
New York
$104M -$6.35M -324,987 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$80.7M +$482K +24,677 +0.6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$41.3M -$1.05M -53,821 -2%
State Street
5
State Street
Massachusetts
$36.8M -$1.23M -62,883 -3%
Invesco
6
Invesco
Georgia
$19.2M -$2.15M -109,978 -10%
Charles Schwab
7
Charles Schwab
California
$17.3M +$2.17M +111,114 +14%
Two Sigma Investments
8
Two Sigma Investments
New York
$16.6M +$2.04M +104,254 +14%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$15.4M +$398K +20,387 +3%
American Century Companies
10
American Century Companies
Missouri
$15.2M +$1.73M +88,778 +13%
Jacobs Levy Equity Management
11
Jacobs Levy Equity Management
New Jersey
$14.3M -$766K -39,226 -5%
Ameriprise
12
Ameriprise
Minnesota
$13.3M -$900K -46,058 -6%
Renaissance Technologies
13
Renaissance Technologies
New York
$12.9M +$2.31M +118,491 +22%
Morgan Stanley
14
Morgan Stanley
New York
$12.8M -$2.14M -109,535 -14%
UBS Group
15
UBS Group
Switzerland
$11.8M -$2.37M -121,339 -17%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$11.4M +$2.41M +123,510 +27%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$11.1M +$1.84M +94,300 +20%
Goldman Sachs
18
Goldman Sachs
New York
$9.64M +$1.25M +63,909 +15%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$7.51M +$7.56M +387,154 New
Northern Trust
20
Northern Trust
Illinois
$7.41M -$366K -18,744 -5%
CIM
21
Cambria Investment Management
California
$6.62M -$725K -37,132 -10%
Citadel Advisors
22
Citadel Advisors
Florida
$5.62M -$11.4M -585,955 -67%
AAM
23
Advisors Asset Management
Colorado
$5.27M -$1.42M -72,927 -21%
Bank of America
24
Bank of America
North Carolina
$4.54M +$936K +47,926 +26%
Allianz Asset Management
25
Allianz Asset Management
Germany
$4.5M +$1.09K +56 +0%

CVI Hedge Fund Activity: Q1 2025 in Review

197 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in CVR Energy (CVI) for Q1 2025, worth a combined $1.91B — up 3.9% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CVI positions and 35 closed out — a net gain of 5 holders — while 56 added to existing stakes and 71 trimmed.

The largest buyer was Icahn Carl, adding an estimated $36M. The largest seller was Citadel Advisors, cutting an estimated $11.4M.

  • 197 institutional investors held CVR Energy (CVI) as of Q1 2025, up from 192 in Q4 2024.
  • Funds reported $1.91B of CVR Energy stock for Q1 2025, up 3.9% quarter-over-quarter.
  • 40 funds opened new CVR Energy positions in Q1 2025 and 35 closed out, a net change of +5 holders.
  • The largest CVR Energy buyer in Q1 2025 was Icahn Carl, an estimated $36M added.
  • The largest CVR Energy seller in Q1 2025 was Citadel Advisors, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2025.