Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cvr Energy Inc (CVI)

218 + Investors. Track Smart Money conviction in CVI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
3Q ▼
Buyers last Q
47%

Smart Money Signals — CVI

Based on 219 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their CVI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
219 hedge funds hold CVI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CVI is almost the same as a year ago (+7 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 47% buying

109 buying122 selling
Last quarter: 122 funds reduced or exited vs 109 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~41 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 44 → 43 → 43 → 41. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 17% medium ■ 18% new
141 out of 219 hedge funds have held CVI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +1%, value -17%

Value
-17%
Shares
+0%
Last quarter: funds added +1% more shares while total portfolio value only changed -17%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~41 new funds/quarter

50 → 44 → 43 → 43 → 41 new funds/Q
New funds entering each quarter: 44 → 43 → 43 → 41. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 72% veterans vs 17% newcomers

■ 72% veterans ■ 10% 1-2yr ■ 17% new
Entry-cohort mix of 232 holders: 168 (72%) are 2+ year veterans, 24 entered 1–2 years ago, and 40 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
49 of 218 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CVI

In 2026 Q2, 109 hedge funds were net buyers of CVI (41 opened a new position, 68 added to an existing one), while 122 reduced or exited (80 trimmed, 42 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. This extends a 3-quarter selling streak, suggesting sustained institutional caution. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 219.

Hedge Fund Ownership: CVI

How many hedge funds hold CVI — quarterly history vs. share price
Quarterly hedge fund ownership of CVI vs. share price

Market Analysis: CVI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CVI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: CVI
218 + Investors

Track Smart Money conviction in CVI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 218 220 -0.91%
13F Shares 105M 104M 0.86%
Total Value $2.88B $3.48B -17.36%
New Positions 41 43 -2
Increased Positions 63 73 -10
Closed Positions 42 49 -7
Reduced Positions 76 70 +6
Total Calls 7 8 -12.5%
Total Puts 7 10 -30.0%
PUT/CALL Ratio 1.0 1.25 Neutral

Statistics: CVI

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Financial Highlights

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Institutional Holders (2026 Q2)

218 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CVI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CVI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Icahn Carl C 23.73% 71,201,875 $1.96B
2 Soviero Asset Management, LP 2.80% 242,000 $6.7M
3 Icon Advisers Inc/Co 0.83% 160,000 $4.4M
4 Thomist Capital Management, LP 0.82% 93,326 $2.6M
5 PDT Partners, LLC 0.76% 526,592 $14.5M
6 VARCOV Co. 0.51% 48,746 $1.3M
7 CastleKnight Management LP 0.33% 876,573 $24.1M
8 Camelot Portfolios, LLC 0.29% 14,853 $409K
9 Numerai GP LLC 0.18% 79,654 $2.2M
10 Polaris Capital Management, LLC 0.17% 67,000 $1.8M
11 Kennedy Capital Management LLC 0.15% 311,358 $8.6M
12 WINTON GROUP Ltd 0.15% 164,204 $4.5M
13 Fox Run Management, L.L.C. 0.13% 27,856 $767K
14 Ares Systematic Credit Ltd 0.11% 6,486 $179K
15 Nfj Investment Group, LLC 0.07% 79,805 $2.2M
16 Caitong International Asset Management Co., Ltd 0.07% 19,446 $536K
17 Lighthouse Investment Partners, LLC 0.07% 93,074 $2.6M
18 Wolverine Asset Management LLC 0.07% 274,800 $7.6M
19 Counterpoint Mutual Funds LLC 0.04% 16,517 $455K
20 Dark Forest Capital Management LP 0.04% 21,036 $579K
21 Aventail Capital Group, LP 0.03% 18,242 $502K
22 Martingale Asset Management L P 0.03% 43,764 $1.2M
23 Jacobs Levy Equity Management, Inc 0.03% 261,399 $7.2M
24 Hotchkis & Wiley Capital Management LLC 0.02% 306,830 $8.5M
25 Susquehanna Portfolio Strategies, LLC 0.02% 56,030 $1.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Cvr Energy Inc (CVI)

What does the Smart Money Trend signal show for CVI?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their CVI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CVI?

More sellers than buyers — 47% buying: Last quarter: 122 funds reduced or exited vs 109 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CVI holders?

Smaller funds dominant — 19% AUM from top-100: 49 of 218 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CVI?

64% of holders stayed for 2+ years: 141 out of 219 hedge funds have held CVI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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