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CVR Partners
UAN

53 hedge funds and large institutions have $69.7M invested in CVR Partners in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

23% more call options, than puts

Call options by funds: $17.9M | Put options by funds: $14.6M

4% more funds holding

Funds holding: 51 → 53 (+2)

3.42% less ownership

Funds ownership: 11.6% → 8.18% (-3.4%)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

35% less capital invested

Capital invested by funds: $108M → $69.7M (-$38.3M)

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
14
Reduced
16
Closed
12
Calls
$17.9M
Puts
$14.6M
Net Calls
+$3.3M
Net Calls Change
+$22.4M

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$1.58M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.46M
3
LPL Financial
LPL Financial
California
+$701K
4
JF
Jump Financial
Illinois
+$584K
5
CC
Courier Capital
New York
+$446K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$14M
2
N
Natixis
France
-$7.93M
3
FP
Foundry Partners
Minnesota
-$4.71M
4
IG
ING Group
Netherlands
-$2.51M
5
Group One Trading
Group One Trading
Illinois
-$1.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
51
Archer Investment Corporation
Indiana
$906 +$964 +11 New
AF
52
Allworth Financial
California
$404 +$438 +5 New
Fidelity Investments
53
Fidelity Investments
Massachusetts
$81 +$88 +1 New
FP
54
Foundry Partners
Minnesota
– -$4.71M -52,786 Closed
Group One Trading
55
Group One Trading
Illinois
– -$1.86M -21,260 Closed
WEG
56
World Equity Group
Illinois
– -$14.1K -14,068 Closed
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
– -$1.12M -12,600 Closed
Jane Street
58
Jane Street
New York
– -$746K -8,505 Closed
CC
59
Cannell & Co
New York
– -$448K -5,025 Closed
JFG
60
Jefferies Financial Group
New York
– -$440K -4,937 Closed
RJFSA
61
Raymond James Financial Services Advisors
Florida
– -$255K -2,859 Closed
Walleye Trading
62
Walleye Trading
New York
– -$61.9K -694 Closed
ASN
63
Advisory Services Network
Georgia
– -$32K -359 Closed
BAM
64
Belpointe Asset Management
Nevada
– -$12.4K -139 Closed
PTC
65
Private Trust Company
Ohio
– -$357 -4 Closed
1 2
3

UAN Hedge Fund Activity: Q2 2023 in Review

53 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in CVR Partners (UAN) for Q2 2023, worth a combined $69.7M — down 35% from $108M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UAN positions and 12 closed out — a net gain of 4 holders — while 14 added to existing stakes and 16 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $1.58M. The largest seller was Morgan Stanley, cutting an estimated $14M.

  • 53 institutional investors held CVR Partners (UAN) as of Q2 2023, up from 51 in Q1 2023.
  • Funds reported $69.7M of CVR Partners stock for Q2 2023, down 35% quarter-over-quarter.
  • 16 funds opened new CVR Partners positions in Q2 2023 and 12 closed out, a net change of +4 holders.
  • The largest CVR Partners buyer in Q2 2023 was Bramshill Investments, an estimated $1.58M added.
  • The largest CVR Partners seller in Q2 2023 was Morgan Stanley, an estimated $14M sold.

Based on aggregated 13F filings for Q2 2023.