We are live on ! Find out more
UAN icon

CVR Partners

52 hedge funds and large institutions have $52.4M invested in CVR Partners in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

18% more call options, than puts

Call options by funds: $18M | Put options by funds: $15.2M

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

2% less funds holding

Funds holding: 5352 (-1)

2.17% less ownership

Funds ownership: 8.18%6.01% (-2.2%)

25% less capital invested

Capital invested by funds: $69.7M → $52.4M (-$17.3M)

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
19
Reduced
10
Closed
13
Calls
$18M
Puts
$15.2M
Net Calls
+$2.74M
Net Calls Change
-$557K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$269K +$266K +3,211 New
Mariner
27
Mariner
Kansas
$251K +$26.9K +325 +12%
SW
28
SVB Wealth
Massachusetts
$229K +$7.29K +88 +3%
UIA
29
Ulland Investment Advisors
Minnesota
$215K +$16.6K +200 +8%
VEA
30
Virtus ETF Advisers
New York
$203K -$2.98K -36 -1%
TAM
31
Tucker Asset Management
Colorado
$123K +$123K +1,490 New
Group One Trading
32
Group One Trading
Illinois
$120K +$120K +1,450 New
RW
33
RVW Wealth
California
$82.6K +$82.9K +1,000 New
TWC
34
TD Waterhouse Canada
Ontario, Canada
$72.1K
GCM
35
Gables Capital Management
Florida
$52.4K
Simplex Trading
36
Simplex Trading
Illinois
$43K -$27.8K -336 -39%
ME
37
McIlrath & Eck
Washington
$41.3K
SOW
38
State of Wyoming
Wyoming
$36.3K +$36.4K +439 New
HI
39
Harbour Investments
Wisconsin
$31.3K +$20.6K +248 +189%
VanEck Associates
40
VanEck Associates
New York
$31K +$1.57K +19 +5%
Barclays
41
Barclays
United Kingdom
$15.9K -$746 -9 -4%
NA
42
NewEdge Advisors
Louisiana
$11.3K +$7.46K +90 +191%
Citigroup
43
Citigroup
New York
$8.51K +$8.54K +103 New
RAM
44
Riggs Asset Management
Pennsylvania
$7.93K
C
45
Covestor
United Kingdom
$7K +$249 +3 +4%
CG
46
Cutler Group
California
$3K -$48.3K -583 -94%
VWM
47
Venturi Wealth Management
Texas
$2.89K
HCM
48
Highlander Capital Management
New Jersey
$2K +$1.66K +20 New
NS
49
NBC Securities
Alabama
$2K +$2.57K +31 New
AIC
50
Archer Investment Corporation
Indiana
$975 +$83 +1 +9%

UAN Hedge Fund Activity: Q3 2023 in Review

52 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CVR Partners (UAN) for Q3 2023, worth a combined $52.4M — down 25% from $69.7M a quarter earlier.

Fund positioning in UAN was balanced in Q3 2023: 13 funds opened new positions, 13 closed out, 19 added to existing stakes and 10 trimmed.

The largest buyer was Bank of America, adding an estimated $1.78M. The largest seller was Goldman Sachs, exiting entirely with an estimated $15.5M sold.

  • 52 institutional investors held CVR Partners (UAN) as of Q3 2023, down from 53 in Q2 2023.
  • Funds reported $52.4M of CVR Partners stock for Q3 2023, down 25% quarter-over-quarter.
  • 13 funds opened new CVR Partners positions in Q3 2023 and 13 closed out, a net change of 0 holders.
  • The largest CVR Partners buyer in Q3 2023 was Bank of America, an estimated $1.78M added.
  • The largest CVR Partners seller in Q3 2023 was Goldman Sachs, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2023.