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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
OCG
501
Opus Capital Group
Ohio
$253K
Carson Wealth (CWM LLC)
502
Carson Wealth (CWM LLC)
Nebraska
$252K +$70K +615 +38%
LWP
503
Lumature Wealth Partners
Georgia
$250K +$10.7K +94 +4%
HWA
504
HHM Wealth Advisors
Tennessee
$248K -$18.8K -165 -7%
Vontobel Holding
505
Vontobel Holding
Switzerland
$246K -$23K -202 -8%
HCA
506
Harbor Capital Advisors
Illinois
$244K +$248K +2,179 New
HI
507
Horizon Investments
North Carolina
$244K +$25.4K +223 +11%
TFS
508
Thoroughbred Financial Services
Tennessee
$242K -$71K -624 -22%
PCP
509
Proficio Capital Partners
Massachusetts
$240K +$14.1K +124 +6%
XT
510
XTX Topco
Cayman Islands
$238K +$242K +2,124 New
SFI
511
Siemens Fonds Invest
Germany
$233K -$2.62K -23 -1%
SCA
512
Sippican Capital Advisors
Massachusetts
$232K -$54K -475 -19%
AAMA
513
Advanced Asset Management Advisors
Ohio
$232K +$114 +1 +0%
SWP
514
Stratos Wealth Partners
Ohio
$232K -$63K -554 -21%
CI
515
CPR Investments
Michigan
$231K +$235K +2,063 New
LFG
516
Lockerman Financial Group
California
$230K
SIA
517
Schechter Investment Advisors
Michigan
$229K +$232K +2,043 New
T
518
TRUADVICE
Florida
$226K +$241K +2,120 New
WPC
519
Wedmont Private Capital
Pennsylvania
$225K +$230K +2,023 New
LA
520
LVW Advisors
New York
$225K -$128K -1,121 -36%
CB
521
Cadence Bank
Mississippi
$224K
NWMG
522
National Wealth Management Group
Ohio
$224K +$23.8K +209 +11%
LI
523
LMCG Investments
Massachusetts
$224K
SW
524
SlateStone Wealth
Florida
$224K
DE
525
Day & Ennis
Georgia
$224K

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.