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Cincinnati Financial

610 hedge funds and large institutions have $11.2B invested in Cincinnati Financial in 2021 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 202 increasing their positions, 199 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 44

49% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $22.4M

16% more capital invested

Capital invested by funds: $9.7B → $11.2B (+$1.53B)

7% more funds holding

Funds holding: 570610 (+40)

2% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 199

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.04% less ownership

Funds ownership: 68.78%67.74% (-1%)

Holders
610
Holders Change
+40
Holders Change %
+7.02%
% of All Funds
10.71%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
88
Increased
202
Reduced
199
Closed
44
Calls
$33.4M
Puts
$22.4M
Net Calls
+$11M
Net Calls Change
+$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
551
Carson Wealth (CWM LLC)
Nebraska
$27K
SWM
552
Selective Wealth Management
Virginia
$26K
GAM
553
Gemmer Asset Management
California
$25K
CI
554
CX Institutional
Indiana
$25K +$4.98K +52 +27%
MHR
555
Matthew Hamilton Rosenberg
$23K
HWA
556
Heritage Wealth Advisors
Virginia
$22.1K
TPCW
557
TD Private Client Wealth
New York
$22.1K +$96 +1 +0.5%
LC
558
Lindbrook Capital
California
$22K
SN
559
Sittner & Nelson
Oregon
$21K
KPCM
560
Kings Point Capital Management
New York
$21K +$19.7K +206 New
SCA
561
Stuart Chaussee & Associates
California
$20K +$18.2K +190 New
WWMSC
562
Wagner Wealth Management (South Carolina)
South Carolina
$20K +$18.5K +193 New
ADL
563
Asset Dedication LLC
California
$19K
PFGIA
564
Patriot Financial Group Insurance Agency
Massachusetts
$19K +$6.23K +65 +54%
LWM
565
Liberty Wealth Management
California
$18K
BMD
566
Better Money Decisions
New Mexico
$17K +$15.8K +165 New
WAM
567
Wolverine Asset Management
Illinois
$16K +$15K +156 New
MA
568
MUFG Americas
New York
$15K
PWMG
569
Prestige Wealth Management Group
New Jersey
$15K
ZB
570
Zions Bancorporation
Utah
$15K
WAP
571
Wealthcare Advisory Partners
Pennsylvania
$15K +$14.4K +150 New
KFS
572
Kelly Financial Services
Massachusetts
$14.4K
CWC
573
Carolinas Wealth Consulting
North Carolina
$12K
IAIM
574
International Assets Investment Management
Florida
$12K
TSW
575
Thompson Siegel & Walmsley
Virginia
$10K

CINF Hedge Fund Activity: Q1 2021 in Review

610 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Cincinnati Financial (CINF) for Q1 2021, worth a combined $11.2B — up 16% from $9.7B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new CINF positions and 44 closed out — a net gain of 44 holders — while 202 added to existing stakes and 199 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $88.5M. The largest seller was Select Equity Group, cutting an estimated $114M.

  • 610 institutional investors held Cincinnati Financial (CINF) as of Q1 2021, up from 570 in Q4 2020.
  • Funds reported $11.2B of Cincinnati Financial stock for Q1 2021, up 16% quarter-over-quarter.
  • 88 funds opened new Cincinnati Financial positions in Q1 2021 and 44 closed out, a net change of +44 holders.
  • The largest Cincinnati Financial buyer in Q1 2021 was Aristotle Capital Management, an estimated $88.5M added.
  • The largest Cincinnati Financial seller in Q1 2021 was Select Equity Group, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2021.