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CVR Partners
UAN

82 hedge funds and large institutions have $91.9M invested in CVR Partners in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

42% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 19

6% more funds holding

Funds holding: 77 → 82 (+5)

0.04% more ownership

Funds ownership: 0.74% → 0.77% (+0.04%)

0% less capital invested

Capital invested by funds: $92.2M → $91.9M (-$317K)

56% less call options, than puts

Call options by funds: $4.27M | Put options by funds: $9.64M

Holders
82
Holders Change
+5
Holders Change %
+6.49%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
27
Reduced
19
Closed
11
Calls
$4.27M
Puts
$9.64M
Net Calls
-$5.38M
Net Calls Change
-$1.73M

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$6.27M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.79M
3
Bank of America
Bank of America
North Carolina
+$3.82M
4
MPM
Meritage Portfolio Management
Kansas
+$2.37M
5
ABA
American Beacon Advisors
Texas
+$2.05M

Top Sellers

Rank Fund Capital Flow
1
PG
PEAK6 Group
Illinois
-$5.39M
2
Morgan Stanley
Morgan Stanley
New York
-$2.5M
3
GGHC
Gilder Gagnon Howe & Co
New York
-$2.41M
4
NC
NBW Capital
Massachusetts
-$2.38M
5
BWP
Baldwin Wealth Partners
Massachusetts
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFIA
76
America First Investment Advisors
Nebraska
$4K – – –
HI
77
Hudock Inc
Pennsylvania
$3K -$870 -5 -20%
MFS
78
MSI Financial Services
Massachusetts
$2K -$2.09K -12 -48%
EWM
79
Elite Wealth Management
Washington
$2K – – –
TAM
80
Tocqueville Asset Management
New York
$2K +$2.09K +12 New
MIM
81
Marco Investment Management
Georgia
$1.32K -$381K -2,190 -21%
GT
82
Glenmede Trust
Pennsylvania
$1K +$1.74K +10 New
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7 +$6.96K +40 New
GGHC
84
Gilder Gagnon Howe & Co
New York
– -$2.41M -13,634 Closed
NC
85
NBW Capital
Massachusetts
– -$2.38M -13,475 Closed
BWP
86
Baldwin Wealth Partners
Massachusetts
– -$2.06M -11,664 Closed
FM
87
Family Management
New York
– -$859K -4,853 Closed
SIC
88
Salem Investment Counselors
North Carolina
– -$538K -3,040 Closed
HCM
89
Hodges Capital Management
Texas
– -$519K -2,932 Closed
CWM
90
Concert Wealth Management
California
– -$247K -1,370 Closed
OC
91
Oppenheimer & Co
New York
– -$190K -1,071 Closed
ICOA
92
Investment Centers of America
North Dakota
– -$180K -1,000 Closed
ACM
93
Antonetti Capital Management
Florida
– -$21K -120 Closed
RNS
94
Robert N. Shapiro
– -$19K -105 Closed
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UAN Hedge Fund Activity: Q4 2013 in Review

82 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CVR Partners (UAN) for Q4 2013, worth a combined $91.9M — down 0.34% from $92.2M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UAN positions and 11 closed out — a net gain of 9 holders — while 27 added to existing stakes and 19 trimmed.

The largest buyer was Credit Suisse, adding an estimated $6.27M. The largest seller was PEAK6 Group, cutting an estimated $5.39M.

  • 82 institutional investors held CVR Partners (UAN) as of Q4 2013, up from 77 in Q3 2013.
  • Funds reported $91.9M of CVR Partners stock for Q4 2013, down 0.34% quarter-over-quarter.
  • 20 funds opened new CVR Partners positions in Q4 2013 and 11 closed out, a net change of +9 holders.
  • The largest CVR Partners buyer in Q4 2013 was Credit Suisse, an estimated $6.27M added.
  • The largest CVR Partners seller in Q4 2013 was PEAK6 Group, an estimated $5.39M sold.

Based on aggregated 13F filings for Q4 2013.