Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CVR ENERGY INC (CVI)

230 + 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
↓ -5
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — CVI

Based on 226 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (98% of max)

98% of all-time peak
226 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.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

116 buying122 selling
Last quarter: 122 funds reduced or exited vs 116 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 — ~43 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 41 → 50 → 44 → 43. 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+) ■ 22% medium ■ 15% new
144 out of 226 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 +0%, value -30%

Value
-30%
Shares
+0%
Last quarter: funds added +0% more shares while total portfolio value only changed -30%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~43 new funds/quarter

38 → 41 → 50 → 44 → 43 new funds/Q
New funds entering each quarter: 41 → 50 → 44 → 43. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 73% of holders stayed 2+ years

■ 73% veterans ■ 11% 1-2yr ■ 15% new
Of 239 current holders: 175 (73%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
46 of 226 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 2025 Q4, 116 hedge funds were net buyers of CVI (43 opened a new position, 73 added to an existing one), while 122 reduced or exited (74 trimmed, 48 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 226.

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.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

41 top-rated funds 0 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: CVI
2026 Q1 Stats Unlock in 2 days 230 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 230 237 -2.95%
13F Shares 104M 104M 0.11%
Total Value $2.64B $3.79B -30.27%
New Positions 43 45 -2
Increased Positions 78 81 -3
Closed Positions 52 25 +27
Reduced Positions 91 101 -10
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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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

230 + 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 institutional holders of CVI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ICAHN CARL C 28.01% 71,201,875 $2.40B
2 Soviero Asset Management, LP 3.16% 187,898 $6.3M
3 ICON ADVISERS INC/CO 1.34% 172,000 $5.8M
4 PDT Partners, LLC 0.73% 366,677 $12.3M
5 Neo Ivy Capital Management 0.61% 68,724 $2.3M
6 CastleKnight Management LP 0.53% 948,431 $31.9M
7 Fieldview Capital Management, LLC 0.43% 43,530 $1.5M
8 Camelot Portfolios, LLC 0.40% 15,888 $535K
9 CastleKnight Management LP 0.28% 500,000 $16.8M
10 Numerai GP LLC 0.25% 74,740 $2.5M
11 Polaris Capital Management, LLC 0.18% 67,000 $2.3M
12 ION Fund Management Ltd 0.16% 33,385 $1.1M
13 NFJ INVESTMENT GROUP, LLC 0.15% 119,962 $4.0M
14 Jump Financial, LLC 0.13% 296,565 $10.0M
15 AXQ CAPITAL, LP 0.09% 21,689 $730K
16 Fulcrum Asset Management LLP 0.09% 17,692 $618K
17 WOLVERINE ASSET MANAGEMENT LLC 0.09% 274,300 $9.2M
18 Counterpoint Mutual Funds LLC 0.08% 16,517 $556K
19 Quantbot Technologies LP 0.08% 60,575 $2.0M
20 Voleon Capital Management LP 0.05% 66,837 $2.2M
21 MIRABELLA FINANCIAL SERVICES LLP 0.04% 13,585 $457K
22 WINTON GROUP Ltd 0.04% 35,865 $1.2M
23 JACOBS LEVY EQUITY MANAGEMENT, INC 0.04% 290,455 $9.8M
24 Allianz Asset Management GmbH 0.04% 992,518 $33.4M
25 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.03% 316,650 $10.7M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 49% buying: Last quarter: 122 funds reduced or exited vs 116 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 — 17% AUM from top-100: 46 of 226 holders rank in the top 100 by AUM, but together hold only 17% 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: 144 out of 226 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.