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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 $274M invested in CVR Refining, LP in 2014 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

18% more funds holding

Funds holding: 7386 (+13)

24% less capital invested

Capital invested by funds: $361M → $274M (-$86.8M)

39% less call options, than puts

Call options by funds: $12.5M | Put options by funds: $20.7M

Holders
86
Holders Change
+13
Holders Change %
+17.81%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
24
Increased
26
Reduced
22
Closed
10
Calls
$12.5M
Puts
$20.7M
Net Calls
-$8.15M
Net Calls Change
-$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$60.3M +$6.71M +262,550 +12%
VOAM
2
Vertex One Asset Management
British Columbia, Canada
$48.8M +$49.8M +1,950,000 New
SCA
3
Salient Capital Advisors
Texas
$20.5M +$20.9M +819,129 New
Fidelity Investments
4
Fidelity Investments
Massachusetts
$20M -$6.34M -248,091 -24%
Morgan Stanley
5
Morgan Stanley
New York
$10.8M -$4.88M -191,020 -31%
NIM
6
NXG Investment Management
Texas
$8.97M +$3.15M +123,338 +52%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$7.6M +$296K +11,600 +4%
GF
8
Gabelli Funds
New York
$7.38M +$7.53M +295,000 New
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$6.27M -$3.82M -149,505 -37%
CS
10
Credit Suisse
Switzerland
$5.87M -$18.5M -725,487 -76%
Deutsche Bank
11
Deutsche Bank
Germany
$5.65M -$2.06M -80,857 -26%
GIM
12
Groesbeck Investment Management
New Jersey
$5.11M +$5.22M +204,400 New
Renaissance Technologies
13
Renaissance Technologies
New York
$4.86M +$2.02M +79,200 +69%
Federated Hermes
14
Federated Hermes
Pennsylvania
$4.62M +$351K +13,749 +8%
TFMS
15
Trust & Fiduciary Management Services
Massachusetts
$4.57M +$780K +30,527 +20%
Invesco
16
Invesco
Georgia
$3.68M +$3.75M +146,993 New
GC
17
Guggenheim Capital
Illinois
$3.23M +$845K +33,103 +34%
U
18
UBS
Switzerland
$2.96M +$524K +20,530 +21%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$2.5M
CCCA
20
Center Coast Capital Advisors
Texas
$2.5M +$2.55M +100,000 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.18M -$2.67M -104,479 -55%
LMGAM
22
Liberty Mutual Group Asset Management
Massachusetts
$2.16M
YCM
23
Yorkville Capital Management
New York
$1.96M -$130K -5,087 -6%
RJA
24
Raymond James & Associates
Florida
$1.92M -$291K -11,390 -13%
Creative Planning
25
Creative Planning
Kansas
$1.87M +$69K +2,702 +4%

CVRR Hedge Fund Activity: Q2 2014 in Review

86 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in CVR Refining, LP (CVRR) for Q2 2014, worth a combined $274M — down 24% from $361M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CVRR positions and 10 closed out — a net gain of 14 holders — while 26 added to existing stakes and 22 trimmed.

The largest buyer was Vertex One Asset Management, opening a new position worth an estimated $49.8M. The largest seller was Icahn Carl, exiting entirely with an estimated $140M sold.

  • 86 institutional investors held CVR Refining, LP (CVRR) as of Q2 2014, up from 73 in Q1 2014.
  • Funds reported $274M of CVR Refining, LP stock for Q2 2014, down 24% quarter-over-quarter.
  • 24 funds opened new CVR Refining, LP positions in Q2 2014 and 10 closed out, a net change of +14 holders.
  • The largest CVR Refining, LP buyer in Q2 2014 was Vertex One Asset Management, an estimated $49.8M added.
  • The largest CVR Refining, LP seller in Q2 2014 was Icahn Carl, an estimated $140M sold.

Based on aggregated 13F filings for Q2 2014.