Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cvr Energy Inc (CVI)

216 + 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
↓ -9
Streak
2Q ▼
Buyers last Q
48%

Smart Money Signals — CVI

Based on 217 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 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.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
217 funds currently hold this stock — 94% of the 3.0-year high of 231 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

114 buying126 selling
Last quarter: 126 funds reduced or exited vs 114 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: 50 → 44 → 43 → 41. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 20% medium ■ 13% new
145 out of 217 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.
💰

Price up while funds trimmed (+32% value, -0% shares)

Value
+31%
Shares
0%
Last quarter: total value of institutional CVI holdings rose +32% even though funds reduced share count by 0%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~41 new funds/quarter

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

Veteran-anchored — 75% veterans vs 15% newcomers

■ 75% veterans ■ 10% 1-2yr ■ 15% new
Entry-cohort mix of 233 holders: 174 (75%) are 2+ year veterans, 23 entered 1–2 years ago, and 36 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
44 of 215 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 Q1, 114 hedge funds were net buyers of CVI (41 opened a new position, 73 added to an existing one), while 126 reduced or exited (76 trimmed, 50 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 217.

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.

Is It Too Late to Buy Cvr Energy Inc (CVI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CVI has moved relative to its sector benchmark (XLE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
CVI
-8.9%
XLE
-6.1%

CVI outperformed XLE by -2.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
CVI
-9.5%
XLE
-3.2%

Since the filing became public, CVI outperformed XLE by -6.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: CVI
216 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 216 226 -4.42%
13F Shares 104M 104M -0.32%
Total Value $3.48B $2.64B 31.53%
New Positions 40 43 -3
Increased Positions 73 69 +4
Closed Positions 50 48 +2
Reduced Positions 70 72 -2
Total Calls 8 7 14.29%
Total Puts 10 7 42.86%
PUT/CALL Ratio 1.25 1.0 Bearish

Statistics: CVI

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

216 + 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 Q1 · 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 — 2 quarters in a row: For 2 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 — 48% buying: Last quarter: 126 funds reduced or exited vs 114 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 — 13% AUM from top-100: 44 of 215 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CVI?

67% of holders stayed for 2+ years: 145 out of 217 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.

Is it too late to buy Cvr Energy Inc (CVI) following the 2026 Q1 hedge fund 13F filings?

As of today, CVI has moved -9.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to -3.2% for the XLE sector ETF — an outperformance of -6.3%. Since the quarter end (March 31, 2026), CVI has gained -8.9% vs -6.1% for XLE. 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.

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.

Full history →