Cvr Partners LP/Cvr Nitrogen (UAN): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Cvr Partners LP/Cvr Nitrogen (UAN) following the 2026 Q1 hedge fund 13F filings?

As of today, UAN has moved -16.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of -16.1%. Since the quarter end (March 31, 2026), UAN gained -14.7% vs +13.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Cvr Partners LP/Cvr Nitrogen (UAN)

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

Smart Money Signals — UAN

Based on 75 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added UAN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

75 hedge funds hold UAN 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.

🚀

Fast accumulation — +44% more funds vs a year ago

fund count last 6Q

+23 new funds entered over the past year (+44% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 66% buying

42 buying22 selling

Last quarter: 42 funds were net buyers (16 opened a brand new position + 26 added to an existing one). Only 22 were sellers (13 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 14 → 10 → 11 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 24% medium ■ 23% new

40 out of 75 hedge funds have held UAN 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.

💰

Value +32% but shares only +7% — price-driven

Value

+31%

+7%

Last quarter: the total dollar value of institutional holdings rose +32%, but actual share count only changed +7%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

9 → 14 → 10 → 11 → 16 new funds/Q

New funds entering each quarter: 14 → 10 → 11 → 16. A growing number of institutions are discovering UAN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 58% veterans vs 28% newcomers

■ 58% veterans ■ 14% 1-2yr ■ 28% new

Entry-cohort mix of 81 holders: 47 (58%) are 2+ year veterans, 11 entered 1–2 years ago, and 23 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds

17 of 73 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	74	68	8.82%
13F Shares	6M	6M	6.4%
Total Value	$757M	$577M	31.18%
New Positions	16	11	+5
Increased Positions	25	20	+5
Closed Positions	10	11	-1
Reduced Positions	11	15	-4
Total Calls	4	3	33.33%
Total Puts	4	2	100.0%
PUT/CALL Ratio	1.0	0.67	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

8.82%

13F Shares

6.4%

Total Value

$757M

$577M

31.18%

New Positions

Increased Positions

Closed Positions

-1

Reduced Positions

-4

Total Calls

33.33%

Total Puts

100.0%

PUT/CALL Ratio

1.0

0.67

Neutral

Institutional Holders (2026 Q1)

74 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 UAN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Icahn Carl C	6.17%	4,164,274	$527.5M
2	GraniteShares Advisors LLC	2.15%	23,602	$3.0M
3	De Lisle Partners LLP	0.82%	53,633	$6.8M
4	Oxbow Advisors, LLC	0.75%	69,768	$8.8M
5	Gordian Capital Singapore Pte Ltd	0.47%	2,200	$279K
6	Zazove Associates LLC	0.35%	39,345	$4.0M
7	Founders Financial Alliance, LLC	0.35%	15,168	$1.9M
8	Arrow Investment Advisors, LLC	0.22%	1,607	$204K
9	Lifetime Wealth Management P.C.	0.18%	2,450	$310K
10	Bramshill Investments, LLC	0.16%	14,318	$1.8M
11	Pekin Hardy Strauss, Inc.	0.09%	6,875	$871K
12	SP Asset Management LLC	0.08%	7,336	$929K
13	Parkside Financial Bank & Trust	0.07%	7,000	$887K
14	Pinpoint Asset Management (Singapore) Pte. Ltd.	0.06%	1,995	$253K
15	Novem Group	0.06%	4,000	$507K
16	ING Groep NV	0.05%	59,100	$7.5M
17	Webster Bank, N. A.	0.04%	3,000	$380K
18	Gables Capital Management INC.	0.03%	634	$80K
19	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	0.02%	137,022	$17.4M
20	Jaffetilchin Investment Partners, LLC	0.02%	2,918	$370K
21	Peak6 LLC	0.02%	70,000	$8.9M
22	Natixis	0.02%	45,000	$5.7M
23	Luken Investment Analytics, LLC	0.02%	400	$51K
24	Advisors Asset Management, Inc.	0.02%	9,123	$1.2M
25	Apollon Wealth Management, LLC	0.02%	8,371	$1.1M

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 Partners LP/Cvr Nitrogen (UAN)

What does the Smart Money Trend signal show for UAN?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added UAN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UAN?

More buyers than sellers — 66% buying: Last quarter: 42 funds were net buyers (16 opened a brand new position + 26 added to an existing one). Only 22 were sellers (13 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UAN holders?

Smaller funds dominant — 16% AUM from top-100: 17 of 73 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held UAN?

53% of holders stayed for 2+ years: 40 out of 75 hedge funds have held UAN 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.

Is it too late to buy Cvr Partners LP/Cvr Nitrogen (UAN) following the 2026 Q1 hedge fund 13F filings?

As of today, UAN has moved -16.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of -16.1%. Since the quarter end (March 31, 2026), UAN has gained -14.7% vs +13.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Cvr Partners LP/Cvr Nitrogen (UAN)

Smart Money Signals — UAN

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +44% more funds vs a year ago

More buyers than sellers — 66% buying

Steady new buyers — ~16 new funds per quarter

53% of holders stayed for 2+ years

Value +32% but shares only +7% — price-driven

Growing discovery — still being found

Veteran-anchored — 58% veterans vs 28% newcomers

Smaller funds dominant — 16% AUM from top-100

Institutional Sentiment Summary — UAN

Hedge Fund Ownership: UAN

Market Analysis: UAN

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: UAN

Is It Too Late to Buy Cvr Partners LP/Cvr Nitrogen (UAN) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: UAN

Statistics: UAN

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Cvr Partners LP/Cvr Nitrogen (UAN)

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