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CVRR

CVR Refining, LP
CVRR

Delisted

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

86 hedge funds and large institutions have $369M invested in CVR Refining, LP in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $274M → $369M (+$94.8M)

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

0% more funds holding

Funds holding: 8686 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

17% less call options, than puts

Call options by funds: $12.3M | Put options by funds: $14.9M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
86
Holders Change
Holders Change %
0%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
29
Reduced
25
Closed
14
Calls
$12.3M
Puts
$14.9M
Net Calls
-$2.58M
Net Calls Change
+$5.57M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
51
Lyons Wealth Management
Florida
$325K +$344K +13,996 New
Citigroup
52
Citigroup
New York
$317K +$183K +7,470 +122%
NSIM
53
North Star Investment Management
Illinois
$303K -$17.2K -700 -5%
WEC
54
Winslow Evans & Crocker
Massachusetts
$301K +$2.46K +100 +0.8%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$300K +$36.6K +1,489 +13%
HFS
56
HL Financial Services
Kentucky
$297K +$36.6K +1,491 +13%
DADC
57
D.A. Davidson & Co
Montana
$296K -$103K -4,200 -25%
HK
58
Horizon Kinetics
New York
$276K +$7.98K +325 +3%
AL
59
Airain Ltd
Guernsey
$259K +$273K +11,110 New
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$252K
NCCM
61
Nine Chapters Capital Management
New Jersey
$242K -$1.4M -57,200 -85%
IRS
62
Invictus RG (Singapore)
Singapore
$239K +$156K +6,355 +163%
SSG
63
Summit Securities Group
New York
$149K +$93.3K +3,800 +146%
Citadel Advisors
64
Citadel Advisors
Florida
$93K -$344K -14,016 -78%
SFSIG
65
San Francisco Sentry Investment Group
California
$90K +$14.6K +596 +18%
AllianceBernstein
66
AllianceBernstein
Tennessee
$83K -$7.37K -300 -8%
Ameriprise
67
Ameriprise
Minnesota
$81K +$49.1K +2,000 +133%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$58K +$61.6K +2,508 New
HCM
69
Highlander Capital Management
New Jersey
$46.6K
NFG
70
Next Financial Group
Texas
$42K +$15.2K +620 +53%
OIA
71
Optimum Investment Advisors
Illinois
$35K
IA
72
IndexIQ Advisors
New York
$33K +$5.97K +243 +21%
TFA
73
Transamerica Financial Advisors
Florida
$24K
GT
74
Glenmede Trust
Pennsylvania
$23K
KT
75
Kanaly Trust
Texas
$23K

CVRR Hedge Fund Activity: Q3 2014 in Review

86 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in CVR Refining, LP (CVRR) for Q3 2014, worth a combined $369M — up 35% from $274M a quarter earlier.

Fund positioning in CVRR was balanced in Q3 2014: 14 funds opened new positions, 14 closed out, 29 added to existing stakes and 25 trimmed.

The largest buyer was Icahn Carl, opening a new position worth an estimated $147M. The largest seller was Fidelity Investments, cutting an estimated $13.8M.

  • 86 institutional investors held CVR Refining, LP (CVRR) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $369M of CVR Refining, LP stock for Q3 2014, up 35% quarter-over-quarter.
  • 14 funds opened new CVR Refining, LP positions in Q3 2014 and 14 closed out, a net change of 0 holders.
  • The largest CVR Refining, LP buyer in Q3 2014 was Icahn Carl, an estimated $147M added.
  • The largest CVR Refining, LP seller in Q3 2014 was Fidelity Investments, an estimated $13.8M sold.

Based on aggregated 13F filings for Q3 2014.