We are live on ! Find out more
UAN icon

CVR Partners

70 hedge funds and large institutions have $56.3M invested in CVR Partners in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

0.12% less ownership

Funds ownership: 0.91%0.79% (-0.12%)

7% less funds holding

Funds holding: 7570 (-5)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

38% less capital invested

Capital invested by funds: $90.4M → $56.3M (-$34.1M)

72% less call options, than puts

Call options by funds: $907K | Put options by funds: $3.27M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
70
Holders Change
-5
Holders Change %
-6.67%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
23
Reduced
22
Closed
17
Calls
$907K
Puts
$3.27M
Net Calls
-$2.36M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
51
American International Group
New York
$35.5K -$14K -125 -26%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$32K -$37.6K -335 -51%
Simplex Trading
53
Simplex Trading
Illinois
$27K +$31.2K +278 New
PSI
54
Pinnacle Summer Investments
Virginia
$26K
MMG
55
Monetary Management Group
Missouri
$19K +$22.4K +200 New
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$18K
OIA
57
Optimum Investment Advisors
Illinois
$10K
PH
58
Pinnacle Holdings
Oklahoma
$9.74K
US Bancorp
59
US Bancorp
Minnesota
$9K -$28.1K -250 -74%
NES
60
New England Securities
New York
$7K
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$5K +$3.48K +31 +155%
HNB
62
Huntington National Bank
Ohio
$5K +$5.61K +50 New
HI
63
Hudock Inc
Pennsylvania
$3K +$3.37K +30 New
AFIA
64
America First Investment Advisors
Nebraska
$2K
GT
65
Glenmede Trust
Pennsylvania
$2K +$449 +4 +15%
PFG
66
Pacific Financial Group
Washington
$2K +$2.24K +20 New
HCM
67
Highlander Capital Management
New Jersey
$1K -$2.24K -20 -57%
MFS
68
MSI Financial Services
Massachusetts
$1K
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$465 +$158K +1,411 +42%
BRWA
70
B. Riley Wealth Advisors
Florida
$5 +$6.17K +55 New
Boston Partners
71
Boston Partners
Massachusetts
-$10.1M -73,410 Closed
MOACM
72
Mutual of America Capital Management
New York
-$2.6M -18,897 Closed
SFM
73
Systematic Financial Management
New Jersey
-$2.1M -15,291 Closed
RIL
74
Rothschild Investment LLC
Illinois
-$1.18M -8,620 Closed
BPGAM
75
BTG Pactual Global Asset Management
Bermuda
-$995K -7,254 Closed

UAN Hedge Fund Activity: Q4 2014 in Review

70 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in CVR Partners (UAN) for Q4 2014, worth a combined $56.3M — down 38% from $90.4M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of UAN and 15 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 23 added.

The largest buyer was Deutsche Bank, adding an estimated $4.46M. The largest seller was Boston Partners, exiting entirely with an estimated $10.1M sold.

  • 70 institutional investors held CVR Partners (UAN) as of Q4 2014, down from 75 in Q3 2014.
  • Funds reported $56.3M of CVR Partners stock for Q4 2014, down 38% quarter-over-quarter.
  • 15 funds opened new CVR Partners positions in Q4 2014 and 17 closed out, a net change of -2 holders.
  • The largest CVR Partners buyer in Q4 2014 was Deutsche Bank, an estimated $4.46M added.
  • The largest CVR Partners seller in Q4 2014 was Boston Partners, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2014.