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CVR Partners
UAN

50 hedge funds and large institutions have $143M invested in CVR Partners in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

0.25% more ownership

Funds ownership: 3.45% → 3.7% (+0.25%)

4% less capital invested

Capital invested by funds: $149M → $143M (-$6.32M)

6% less funds holding

Funds holding: 53 → 50 (-3)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

34% less call options, than puts

Call options by funds: $106K | Put options by funds: $160K

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
16
Reduced
7
Closed
15
Calls
$106K
Puts
$160K
Net Calls
-$54K
Net Calls Change
-$149K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$3.8M
2
Citigroup
Citigroup
New York
+$3.54M
3
UBS Group
UBS Group
Switzerland
+$2.91M
4
Goldman Sachs
Goldman Sachs
New York
+$1.85M
5
RCM
Raging Capital Management
New Jersey
+$971K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.75M
2
CI
Cowen Inc
New York
-$1.02M
3
IG
ING Group
Netherlands
-$597K
4
B
Barings
North Carolina
-$481K
5
First Manhattan
First Manhattan
New York
-$381K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$66K -$40.4K -1,067 -35%
IA
27
IndexIQ Advisors
New York
$66K +$6.5K +172 +10%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$51K +$56.7K +1,500 New
Wolverine Trading
29
Wolverine Trading
Illinois
$50K -$2.76K -73 -5%
JMFC
30
J.M. Forbes & Co
Massachusetts
$50K – – –
AIP
31
Ahrens Investment Partners
Louisiana
$49K -$378 -10 -0.7%
VF
32
Virtu Financial
New York
$48K +$53.3K +1,409 New
Invesco
33
Invesco
Georgia
$38K +$42.3K +1,119 New
Simplex Trading
34
Simplex Trading
Illinois
$36K +$41K +1,084 New
GCM
35
Gables Capital Management
Florida
$34K – – –
RFC
36
Regions Financial Corp
Alabama
$28K – – –
CG
37
Cutler Group
California
$21K +$8.81K +233 +57%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$17K -$3.1K -82 -14%
SC
39
Sawyer & Company
Massachusetts
$15K – – –
HFM
40
Hartford Financial Management
Connecticut
$14K – – –
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$13K -$113K -2,980 -89%
AG
42
Advisor Group
Arizona
$12K +$378 +10 +3%
FCMT
43
Founders Capital Management (Texas)
Texas
$7K +$7.56K +200 New
WAM
44
Wealthspire Advisors (Maryland)
Maryland
$6K – – –
US Bancorp
45
US Bancorp
Minnesota
$4K – – –
SWM
46
SeaCrest Wealth Management
New York
$3K – – –
SFG
47
SevenBridge Financial Group
Pennsylvania
$3K – – –
AWM
48
Arbor Wealth Management
Florida
$2K +$1.89K +50 New
NFG
49
Next Financial Group
Texas
$2K +$1.89K +50 New
BG
50
Bollard Group
Massachusetts
$1K – – –
1
2
3

UAN Hedge Fund Activity: Q4 2018 in Review

50 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in CVR Partners (UAN) for Q4 2018, worth a combined $143M — down 4.2% from $149M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of UAN and 12 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 16 added.

The largest buyer was JP Morgan Chase, adding an estimated $3.8M. The largest seller was Morgan Stanley, cutting an estimated $1.75M.

  • 50 institutional investors held CVR Partners (UAN) as of Q4 2018, down from 53 in Q3 2018.
  • Funds reported $143M of CVR Partners stock for Q4 2018, down 4.2% quarter-over-quarter.
  • 12 funds opened new CVR Partners positions in Q4 2018 and 15 closed out, a net change of -3 holders.
  • The largest CVR Partners buyer in Q4 2018 was JP Morgan Chase, an estimated $3.8M added.
  • The largest CVR Partners seller in Q4 2018 was Morgan Stanley, an estimated $1.75M sold.

Based on aggregated 13F filings for Q4 2018.