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CVRR

CVR Refining, LP
CVRR

Delisted

CVRR was delisted on the 28th of January, 2019.

73 hedge funds and large institutions have $361M invested in CVR Refining, LP in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $316M → $361M (+$45M)

14% less funds holding

Funds holding: 8573 (-12)

24% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 25

35% less call options, than puts

Call options by funds: $9.37M | Put options by funds: $14.5M

42% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 26

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
73
Holders Change
-12
Holders Change %
-14.12%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
15
Increased
19
Reduced
25
Closed
26
Calls
$9.37M
Puts
$14.5M
Net Calls
-$5.09M
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
HK
51
Horizon Kinetics
New York
$267K -$67K -2,997 -21%
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$258K +$242K +10,832 New
AL
53
Airain Ltd
Guernsey
$239K +$229K +10,267 New
RFC
54
Russell Frank Company
Washington
$235K -$139K -6,211 -39%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$226K +$2.12K +95 +1%
AIG
56
American International Group
New York
$223K -$63.7K -2,850 -23%
Barclays
57
Barclays
United Kingdom
$113K -$929K -41,567 -89%
AllianceBernstein
58
AllianceBernstein
Tennessee
$83K
SFSIG
59
San Francisco Sentry Investment Group
California
$68K +$5.97K +267 +10%
WA
60
WFG Advisors
Texas
$62K
TRCT
61
Tower Research Capital (TRC)
New York
$50K -$145K -6,510 -75%
PG
62
PEAK6 Group
Illinois
$47K -$413K -18,484 -90%
TAM
63
Tocqueville Asset Management
New York
$47K +$44.7K +2,000 New
HCM
64
Highlander Capital Management
New Jersey
$46.6K
IA
65
IndexIQ Advisors
New York
$29K -$871 -39 -3%
GT
66
Glenmede Trust
Pennsylvania
$23K
KT
67
Kanaly Trust
Texas
$23K
US Bancorp
68
US Bancorp
Minnesota
$23K
JFA
69
JNBA Financial Advisors
Minnesota
$12K
Ameriprise
70
Ameriprise
Minnesota
$12K +$11.2K +500 New
CFA
71
CT Financial Advisors
Pennsylvania
$4.82K +$5.21K +233 New
WCBA
72
Weaver C. Barksdale & Associates
Tennessee
$3K +$3.22K +144 New
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$102
Invesco
74
Invesco
Georgia
-$5.39M -238,287 Closed
PCM
75
Palisade Capital Management
New Jersey
-$3.34M -147,830 Closed

CVRR Hedge Fund Activity: Q1 2014 in Review

73 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in CVR Refining, LP (CVRR) for Q1 2014, worth a combined $361M — up 14% from $316M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of CVRR and 15 opened new positions — a net loss of 11 holders — while 25 trimmed existing stakes and 19 added.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $23.4M. The largest seller was Invesco, exiting entirely with an estimated $5.39M sold.

  • 73 institutional investors held CVR Refining, LP (CVRR) as of Q1 2014, down from 85 in Q4 2013.
  • Funds reported $361M of CVR Refining, LP stock for Q1 2014, up 14% quarter-over-quarter.
  • 15 funds opened new CVR Refining, LP positions in Q1 2014 and 26 closed out, a net change of -11 holders.
  • The largest CVR Refining, LP buyer in Q1 2014 was Fidelity Investments, an estimated $23.4M added.
  • The largest CVR Refining, LP seller in Q1 2014 was Invesco, an estimated $5.39M sold.

Based on aggregated 13F filings for Q1 2014.