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CVR Partners

57 hedge funds and large institutions have $358M invested in CVR Partners in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

106% more call options, than puts

Call options by funds: $29.4M | Put options by funds: $14.3M

20% more capital invested

Capital invested by funds: $298M → $358M (+$59.6M)

12% more funds holding

Funds holding: 5157 (+6)

2.54% more ownership

Funds ownership: 42.05%44.59% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
12
Reduced
13
Closed
4
Calls
$29.4M
Puts
$14.3M
Net Calls
+$15.1M
Net Calls Change
+$3.13M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$309M +$12.6M +174,192 +4%
Morgan Stanley
2
Morgan Stanley
New York
$7.01M +$2.47M +34,145 +59%
IAM
3
Ion Asset Management
Israel
$6.58M
UBS Group
4
UBS Group
Switzerland
$6.32M +$4.74M +65,547 +372%
ZA
5
Zazove Associates
Nevada
$5.9M
DLP
6
De Lisle Partners
United Kingdom
$3.46M
Citadel Advisors
7
Citadel Advisors
Florida
$3.44M +$2.52M +34,844 +334%
RC
8
Rangeley Capital
Connecticut
$1.82M +$1.74M +24,000 New
BI
9
Bramshill Investments
Florida
$1.62M -$73.7K -1,018 -5%
FFA
10
Founders Financial Alliance
North Carolina
$1.31M +$2.97K +41 +0.2%
Wells Fargo
11
Wells Fargo
California
$1.28M -$43.2K -597 -3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.1M -$2.37M -32,675 -69%
Bank of America
13
Bank of America
North Carolina
$975K +$110K +1,520 +13%
LPL Financial
14
LPL Financial
California
$842K -$59.6K -823 -7%
Group One Trading
15
Group One Trading
Illinois
$770K -$1.18M -16,344 -62%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$559K -$25.3K -350 -5%
GCP
17
GSA Capital Partners
United Kingdom
$551K -$232K -3,200 -31%
SFI
18
Susquehanna Fundamental Investments
Pennsylvania
$480K +$457K +6,314 New
SAI
19
Savvy Advisors Inc
New York
$443K +$579 +8 +0.1%
AWM
20
Apollon Wealth Management
South Carolina
$326K +$48.3K +667 +18%
Creative Planning
21
Creative Planning
Kansas
$322K
ETC
22
Exchange Traded Concepts
Oklahoma
$298K -$32.7K -452 -10%
CFP
23
Cypress Financial Planning
New Jersey
$266K
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$244K
NG
25
Novem Group
New York
$243K +$232K +3,200 New

UAN Hedge Fund Activity: Q4 2024 in Review

57 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CVR Partners (UAN) for Q4 2024, worth a combined $358M — up 20% from $298M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new UAN positions and 4 closed out — a net gain of 7 holders — while 12 added to existing stakes and 13 trimmed.

The largest buyer was Icahn Carl, adding an estimated $12.6M. The largest seller was Susquehanna International Group, cutting an estimated $2.37M.

  • 57 institutional investors held CVR Partners (UAN) as of Q4 2024, up from 51 in Q3 2024.
  • Funds reported $358M of CVR Partners stock for Q4 2024, up 20% quarter-over-quarter.
  • 11 funds opened new CVR Partners positions in Q4 2024 and 4 closed out, a net change of +7 holders.
  • The largest CVR Partners buyer in Q4 2024 was Icahn Carl, an estimated $12.6M added.
  • The largest CVR Partners seller in Q4 2024 was Susquehanna International Group, an estimated $2.37M sold.

Based on aggregated 13F filings for Q4 2024.