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CVR Partners
UAN

57 hedge funds and large institutions have $60.2M invested in CVR Partners in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

23% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $9.33M

15% more capital invested

Capital invested by funds: $52.4M → $60.2M (+$7.76M)

10% more funds holding

Funds holding: 52 → 57 (+5)

2.68% more ownership

Funds ownership: 6.01% → 8.69% (+2.7%)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
14
Reduced
16
Closed
10
Calls
$11.5M
Puts
$9.33M
Net Calls
+$2.15M
Net Calls Change
-$588K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$14.5M
2
BI
Bramshill Investments
Florida
+$2M
3
N
Natixis
France
+$1.97M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.48M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.26M

Top Sellers

Rank Fund Capital Flow
1
SG Americas Securities
SG Americas Securities
New York
-$969K
2
GCP
GSA Capital Partners
United Kingdom
-$725K
3
Bank of America
Bank of America
North Carolina
-$714K
4
UBS Group
UBS Group
Switzerland
-$594K
5
Wells Fargo
Wells Fargo
California
-$254K
Name Holding Trade Value Shares
Change 		Change in
Stake
GP
26
Girard Partners
Pennsylvania
$295K – – –
Simplex Trading
27
Simplex Trading
Illinois
$263K +$261K +3,495 +658%
AC
28
Aristides Capital
Kentucky
$256K +$292K +3,914 New
CFP
29
Cypress Financial Planning
New Jersey
$243K -$37.4K -500 -13%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$227K – – –
HF
31
HRT Financial
New York
$209K +$239K +3,196 New
SSG
32
Summit Securities Group
New York
$183K -$59.8K -800 -22%
Osaic Holdings
33
Osaic Holdings
Arizona
$171K -$55.4K -741 -22%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$170K -$121K -1,615 -38%
VEA
35
Virtus ETF Advisers
New York
$169K +$9.27K +124 +5%
TAM
36
Tucker Asset Management
Colorado
$94.7K -$3.29K -44 -3%
TWC
37
TD Waterhouse Canada
Ontario, Canada
$59.7K – – –
GCM
38
Gables Capital Management
Florida
$41.5K – – –
SOW
39
State of Wyoming
Wyoming
$29.7K +$1.05K +14 +3%
VanEck Associates
40
VanEck Associates
New York
$24K -$1.34K -18 -5%
CAS
41
Coppell Advisory Solutions
Texas
$22.9K +$26.2K +350 New
HI
42
Harbour Investments
Wisconsin
$14.5K -$11.8K -158 -42%
NA
43
NewEdge Advisors
Louisiana
$9.7K +$822 +11 +8%
AEPWM
44
Atlantic Edge Private Wealth Management
Florida
$8.84K +$10.1K +135 New
PGAM
45
Princeton Global Asset Management
New Jersey
$6.81K +$7.77K +104 New
TRCT
46
Tower Research Capital (TRC)
New York
$6.68K +$7.62K +102 New
IA
47
IFP Advisors
Florida
$6.55K +$7.47K +100 New
C
48
Covestor
United Kingdom
$6K +$448 +6 +7%
ASN
49
Advisory Services Network
Georgia
$3.86K +$4.41K +59 New
VWM
50
Venturi Wealth Management
Texas
$2.29K – – –
1
2
3

UAN Hedge Fund Activity: Q4 2023 in Review

57 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CVR Partners (UAN) for Q4 2023, worth a combined $60.2M — up 15% from $52.4M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UAN positions and 10 closed out — a net gain of 5 holders — while 14 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.5M. The largest seller was SG Americas Securities, exiting entirely with an estimated $969K sold.

  • 57 institutional investors held CVR Partners (UAN) as of Q4 2023, up from 52 in Q3 2023.
  • Funds reported $60.2M of CVR Partners stock for Q4 2023, up 15% quarter-over-quarter.
  • 15 funds opened new CVR Partners positions in Q4 2023 and 10 closed out, a net change of +5 holders.
  • The largest CVR Partners buyer in Q4 2023 was Morgan Stanley, an estimated $14.5M added.
  • The largest CVR Partners seller in Q4 2023 was SG Americas Securities, an estimated $969K sold.

Based on aggregated 13F filings for Q4 2023.