CVR Partners
34 hedge funds and large institutions have $101M invested in CVR Partners in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.
140% more capital invested
Capital invested by funds: $42M → $101M (+$59M)
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
36% more funds holding
Funds holding: 25 → 34 (+9)
6% more call options, than puts
Call options by funds: $6.86M | Put options by funds: $6.46M
0.21% less ownership
Funds ownership: 23.63% → 23.43% (-0.21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Group One Trading
Chicago,
Illinois
|
+$360K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$345K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
+$344K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$246K |
| 5 |
LPL Financial
San Diego,
California
|
+$232K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.68M |
| 2 |
Goldman Sachs
New York
|
-$248K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$143K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
26
Spire Wealth Management
Mclean,
Virginia
| $6K | +$3.98K | +165 | New |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $5K | – | – | – |
|
|
BFC
28
Bedel Financial Consulting
Indianapolis,
Indiana
| $4K | +$2.27K | +94 | New |
|
|
IAIM
29
International Assets Investment Management
Orlando,
Florida
| $3K | – | – | – |
|
|
NFSG
30
Newbridge Financial Services Group
Boca Raton,
Florida
| $2K | – | – | – |
|
|
NFG
31
Next Financial Group
Houston,
Texas
| $2K | – | – | – |
|
32
Bank of Montreal
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
|
GWM
33
Geneos Wealth Management
Englewood,
Colorado
| $1K | – | – | – |
|
UAN Hedge Fund Activity: Q1 2021 in Review
34 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CVR Partners (UAN) for Q1 2021, worth a combined $101M — up 140% from $42M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new UAN positions and 0 closed out — a net gain of 9 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Group One Trading, opening a new position worth an estimated $360K. The largest seller was Morgan Stanley, cutting an estimated $4.68M.
- 34 institutional investors held CVR Partners (UAN) as of Q1 2021, up from 25 in Q4 2020.
- Funds reported $101M of CVR Partners stock for Q1 2021, up 140% quarter-over-quarter.
- 9 funds opened new CVR Partners positions in Q1 2021 and 0 closed out, a net change of +9 holders.
- The largest CVR Partners buyer in Q1 2021 was Group One Trading, an estimated $360K added.
- The largest CVR Partners seller in Q1 2021 was Morgan Stanley, an estimated $4.68M sold.
Based on aggregated 13F filings for Q1 2021.