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CVR Partners

61 hedge funds and large institutions have $28.9M invested in CVR Partners in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $2.23M | Put options by funds: $2.12M

0.24% less ownership

Funds ownership: 0.72%0.48% (-0.24%)

15% less funds holding

Funds holding: 7261 (-11)

31% less capital invested

Capital invested by funds: $41.9M → $28.9M (-$13M)

35% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 23

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 18

Holders
61
Holders Change
-11
Holders Change %
-15.28%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
15
Reduced
23
Closed
18
Calls
$2.23M
Puts
$2.12M
Net Calls
+$114K
Net Calls Change
+$2.53M
Name Holding Trade Value Shares
Change
Change in
Stake
NIMC
1
NWQ Investment Management Company
California
$4.69M +$585K +8,850 +19%
Morgan Stanley
2
Morgan Stanley
New York
$2.58M -$741K -11,216 -27%
CCI
3
Credit Capital Investments
New Jersey
$2.25M +$799K +12,095 +82%
CF
4
CNA Financial
Illinois
$2.03M -$200K -3,025 -11%
SIM
5
Strategic Income Management
Washington
$1.78M +$34.7K +526 +3%
California Public Employees Retirement System
6
California Public Employees Retirement System
California
$1.72M -$81.9K -1,240 -6%
Deutsche Bank
7
Deutsche Bank
Germany
$1.56M -$700K -10,593 -36%
Renaissance Technologies
8
Renaissance Technologies
New York
$1.54M -$558K -8,444 -31%
BlackRock
9
BlackRock
New York
$958K +$27.6K +418 +4%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$916K -$791K -11,980 -52%
GC
11
Guggenheim Capital
Illinois
$908K -$419K -6,337 -37%
VDBMI
12
Van Den Berg Management I
Texas
$830K
PCA
13
Private Capital Advisors
Connecticut
$727K -$3.96K -60 -0.7%
Wells Fargo
14
Wells Fargo
California
$687K +$79.3K +1,200 +17%
AIA
15
Arrow Investment Advisors
Maryland
$642K -$39.3K -595 -7%
LPL Financial
16
LPL Financial
California
$587K +$21.5K +326 +5%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$376K -$16.8K -255 -5%
First Manhattan
18
First Manhattan
New York
$376K
CG
19
Cutler Group
California
$306K +$233K +3,532 +2,656%
HB
20
Homrich & Berg
Georgia
$273K +$7.6K +115 +4%
UBS Group
21
UBS Group
Switzerland
$269K +$4.76K +72 +2%
QOP
22
Quinn Opportunity Partners
Virginia
$254K
CC
23
Cadinha & Co
Hawaii
$209K
Bank of America
24
Bank of America
North Carolina
$201K -$113K -1,714 -42%
Brown Advisory
25
Brown Advisory
Maryland
$183K +$145K +2,192 New

UAN Hedge Fund Activity: Q1 2016 in Review

61 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in CVR Partners (UAN) for Q1 2016, worth a combined $28.9M — down 31% from $41.9M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of UAN and 9 opened new positions — a net loss of 9 holders — while 23 trimmed existing stakes and 15 added.

The largest buyer was Credit Capital Investments, adding an estimated $799K. The largest seller was Trishield Capital Management, exiting entirely with an estimated $3.85M sold.

  • 61 institutional investors held CVR Partners (UAN) as of Q1 2016, down from 72 in Q4 2015.
  • Funds reported $28.9M of CVR Partners stock for Q1 2016, down 31% quarter-over-quarter.
  • 9 funds opened new CVR Partners positions in Q1 2016 and 18 closed out, a net change of -9 holders.
  • The largest CVR Partners buyer in Q1 2016 was Credit Capital Investments, an estimated $799K added.
  • The largest CVR Partners seller in Q1 2016 was Trishield Capital Management, an estimated $3.85M sold.

Based on aggregated 13F filings for Q1 2016.