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CVR Partners

51 hedge funds and large institutions have $298M invested in CVR Partners in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $23.9M | Put options by funds: $11.9M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.42% less ownership

Funds ownership: 42.46%42.05% (-0.42%)

2% less funds holding

Funds holding: 5251 (-1)

12% less capital invested

Capital invested by funds: $340M → $298M (-$41.2M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
12
Reduced
14
Closed
7
Calls
$23.9M
Puts
$11.9M
Net Calls
+$12M
Net Calls Change
+$7M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$261M
IAM
2
Ion Asset Management
Israel
$5.81M
ZA
3
Zazove Associates
Nevada
$5.22M
Morgan Stanley
4
Morgan Stanley
New York
$3.9M -$508K -6,991 -11%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.17M -$768K -10,574 -18%
DLP
6
De Lisle Partners
United Kingdom
$3.07M +$509K +7,000 +18%
Group One Trading
7
Group One Trading
Illinois
$1.78M -$295K -4,057 -13%
BI
8
Bramshill Investments
Florida
$1.5M +$1.24K +17 +0.1%
UBS Group
9
UBS Group
Switzerland
$1.18M +$505K +6,954 +65%
Wells Fargo
10
Wells Fargo
California
$1.17M -$256K -3,523 -17%
FFA
11
Founders Financial Alliance
North Carolina
$1.16M +$26.5K +365 +2%
LPL Financial
12
LPL Financial
California
$800K +$227K +3,128 +36%
Bank of America
13
Bank of America
North Carolina
$759K -$930K -12,799 -53%
ECP
14
Epacria Capital Partners
Colorado
$742K
GCP
15
GSA Capital Partners
United Kingdom
$702K +$86.2K +1,187 +13%
Citadel Advisors
16
Citadel Advisors
Florida
$699K -$656K -9,032 -46%
Simplex Trading
17
Simplex Trading
Illinois
$675K -$378K -5,200 -34%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$518K
GS
19
GTS Securities
New York
$454K +$491K +6,764 New
LCM
20
Landscape Capital Management
New Jersey
$429K -$266K -3,657 -36%
PI
21
PEAK6 Investments
Illinois
$393K -$165K -2,275 -28%
SAI
22
Savvy Advisors Inc
New York
$391K -$6.61K -91 -2%
ETC
23
Exchange Traded Concepts
Oklahoma
$293K +$318K +4,371 New
Creative Planning
24
Creative Planning
Kansas
$285K +$1.31K +18 +0.4%
AWM
25
Apollon Wealth Management
South Carolina
$244K +$264K +3,628 New

UAN Hedge Fund Activity: Q3 2024 in Review

51 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in CVR Partners (UAN) for Q3 2024, worth a combined $298M — down 12% from $340M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of UAN and 6 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 12 added.

The largest buyer was De Lisle Partners, adding an estimated $509K. The largest seller was Invesco, exiting entirely with an estimated $976K sold.

  • 51 institutional investors held CVR Partners (UAN) as of Q3 2024, down from 52 in Q2 2024.
  • Funds reported $298M of CVR Partners stock for Q3 2024, down 12% quarter-over-quarter.
  • 6 funds opened new CVR Partners positions in Q3 2024 and 7 closed out, a net change of -1 holder.
  • The largest CVR Partners buyer in Q3 2024 was De Lisle Partners, an estimated $509K added.
  • The largest CVR Partners seller in Q3 2024 was Invesco, an estimated $976K sold.

Based on aggregated 13F filings for Q3 2024.