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Cincinnati Financial

713 hedge funds and large institutions have $11.8B invested in Cincinnati Financial in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 237 increasing their positions, 237 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

90% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 51

14% more call options, than puts

Call options by funds: $80.6M | Put options by funds: $70.8M

10% more capital invested

Capital invested by funds: $10.7B → $11.8B (+$1.04B)

5% more funds holding

Funds holding: 677713 (+36)

0% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 237

0.49% less ownership

Funds ownership: 67.35%66.85% (-0.49%)

Holders
713
Holders Change
+36
Holders Change %
+5.32%
% of All Funds
11.36%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
97
Increased
237
Reduced
237
Closed
51
Calls
$80.6M
Puts
$70.8M
Net Calls
+$9.78M
Net Calls Change
-$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
401
Baker Tilly Wealth Management
Wisconsin
$468K -$14.7K -129 -3%
SFS
402
Summit Financial Strategies
Ohio
$454K
LG
403
Leuthold Group
Minnesota
$447K -$26.6K -234 -6%
WTB
404
Washington Trust Bank
Washington
$445K +$167K +1,470 +59%
WTFG
405
Wells Trecaso Financial Group
Ohio
$442K
FFM
406
Forum Financial Management
Illinois
$442K
AA
407
Ancora Advisors
Ohio
$441K
Koshinski Asset Management
408
Koshinski Asset Management
Illinois
$435K -$1.25K -11 -0.3%
WIM
409
WealthPlan Investment Management
Nebraska
$430K -$332K -2,918 -43%
MFA
410
Mayflower Financial Advisors
Massachusetts
$429K +$52.1K +458 +14%
PWW
411
Pettyjohn Wood & White
Virginia
$420K
DC
412
Davenport & Co
Virginia
$417K -$44K -387 -9%
UAML
413
US Asset Management LLC
Pennsylvania
$416K
BW
414
BIP Wealth
Georgia
$415K +$421K +3,703 New
II
415
Inspire Investing
Idaho
$415K -$793K -6,968 -65%
AIMCA
416
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$415K +$421K +3,700 New
CCA
417
Cobblestone Capital Advisors
New York
$411K
Tudor Investment Corp
418
Tudor Investment Corp
Connecticut
$409K -$3.43M -30,158 -89%
VI
419
Vestcor Inc
New Brunswick, Canada
$400K -$2.84K -25 -0.7%
PRC
420
Pearl River Capital
Michigan
$394K +$400K +3,515 New
LFG
421
Larson Financial Group
Missouri
$391K -$3.41K -30 -0.9%
XF
422
XML Financial
Maryland
$389K +$2.5K +22 +0.6%
SXL
423
Summit X LLC
Missouri
$387K -$67.7K -595 -15%
SSW
424
Smith Shellnut Wilson
Mississippi
$384K
PFO
425
Pathstone Family Office
New Jersey
$381K -$1.64M -14,441 -83%

CINF Hedge Fund Activity: Q1 2023 in Review

713 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Cincinnati Financial (CINF) for Q1 2023, worth a combined $11.8B — up 9.7% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new CINF positions and 51 closed out — a net gain of 46 holders — while 237 added to existing stakes and 237 trimmed.

The largest buyer was Millennium Management, adding an estimated $84.6M. The largest seller was Charles Schwab, cutting an estimated $282M.

  • 713 institutional investors held Cincinnati Financial (CINF) as of Q1 2023, up from 677 in Q4 2022.
  • Funds reported $11.8B of Cincinnati Financial stock for Q1 2023, up 9.7% quarter-over-quarter.
  • 97 funds opened new Cincinnati Financial positions in Q1 2023 and 51 closed out, a net change of +46 holders.
  • The largest Cincinnati Financial buyer in Q1 2023 was Millennium Management, an estimated $84.6M added.
  • The largest Cincinnati Financial seller in Q1 2023 was Charles Schwab, an estimated $282M sold.

Based on aggregated 13F filings for Q1 2023.