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Cincinnati Financial

388 hedge funds and large institutions have $4.82B invested in Cincinnati Financial in 2014 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 125 increasing their positions, 148 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $658K | Put options by funds: $562K

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

0% less funds holding

Funds holding: 389388 (-1)

1% less capital invested

Capital invested by funds: $4.85B → $4.82B (-$28.2M)

16% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 148

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
388
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
11.15%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
27
Increased
125
Reduced
148
Closed
24
Calls
$658K
Puts
$562K
Net Calls
+$96K
Net Calls Change
-$549K
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
251
Westpac Banking Corp
Australia
$493K
ACM
252
Azimuth Capital Management
Michigan
$491K
N
253
Nuveen
North Carolina
$486K +$101K +2,087 +26%
ERSOT
254
Employees Retirement System of Texas
Texas
$480K -$194K -4,000 -29%
SEC
255
Seven Eight Capital
New York
$471K -$442K -9,100 -48%
MYAM
256
Meiji Yasuda Asset Management
Japan
$468K -$226K -4,649 -32%
PI
257
Placemark Investments
Illinois
$458K +$194K +3,995 +72%
OA
258
OFI Advisors
Pennsylvania
$453K +$21.5K +443 +5%
TIM
259
Thompson Investment Management
Wisconsin
$451K +$2.43K +50 +0.5%
HK
260
Horizon Kinetics
New York
$445K
Macquarie Group
261
Macquarie Group
Australia
$442K -$24.3K -500 -5%
Edgewood Management
262
Edgewood Management
Connecticut
$433K
FT
263
Fiduciary Trust
Massachusetts
$420K
BCM
264
Birmingham Capital Management
Alabama
$418K -$5.83K -120 -1%
Kayne Anderson Rudnick Investment Management
265
Kayne Anderson Rudnick Investment Management
California
$414K +$68.3K +1,405 +19%
Natixis Advisors
266
Natixis Advisors
Massachusetts
$403K +$6.12K +126 +2%
FBNAT
267
FirstMerit Bank N.A. Trustee
Ohio
$392K -$64.6K -1,330 -14%
CCA
268
Cobblestone Capital Advisors
New York
$391K -$17K -350 -4%
DY
269
Dowling & Yahnke
California
$389K
FAM
270
Formidable Asset Management
Ohio
$388K
BF
271
BOK Financial
Oklahoma
$386K
TCOT
272
Trust Company of Toledo
Ohio
$384K -$48.6K -1,000 -11%
Rafferty Asset Management
273
Rafferty Asset Management
New York
$382K +$387K +7,961 New
SIM
274
Sentry Investment Management
Wisconsin
$380K -$28.2K -580 -7%
ONB
275
Old National Bancorp
Indiana
$379K +$383K +7,887 New

CINF Hedge Fund Activity: Q2 2014 in Review

388 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Cincinnati Financial (CINF) for Q2 2014, worth a combined $4.82B — down 0.58% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CINF positions and 24 closed out — a net gain of 3 holders — while 125 added to existing stakes and 148 trimmed.

The largest buyer was Norges Bank, adding an estimated $71.5M. The largest seller was RR Partners, cutting an estimated $51.6M.

  • 388 institutional investors held Cincinnati Financial (CINF) as of Q2 2014, down from 389 in Q1 2014.
  • Funds reported $4.82B of Cincinnati Financial stock for Q2 2014, down 0.58% quarter-over-quarter.
  • 27 funds opened new Cincinnati Financial positions in Q2 2014 and 24 closed out, a net change of +3 holders.
  • The largest Cincinnati Financial buyer in Q2 2014 was Norges Bank, an estimated $71.5M added.
  • The largest Cincinnati Financial seller in Q2 2014 was RR Partners, an estimated $51.6M sold.

Based on aggregated 13F filings for Q2 2014.