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Cincinnati Financial

742 hedge funds and large institutions have $10.7B invested in Cincinnati Financial in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 250 increasing their positions, 239 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $48.1M | Put options by funds: $23.5M

73% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 63

5% more funds holding

Funds holding: 704742 (+38)

1.63% more ownership

Funds ownership: 64.5%66.13% (+1.6%)

5% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 239

3% more capital invested

Capital invested by funds: $10.4B → $10.7B (+$329M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
742
Holders Change
+38
Holders Change %
+5.4%
% of All Funds
10.82%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
109
Increased
250
Reduced
239
Closed
63
Calls
$48.1M
Puts
$23.5M
Net Calls
+$24.7M
Net Calls Change
-$9.62M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
551
B. Riley Wealth Advisors
Florida
$223K -$45.1K -444 -17%
MFA
552
Mayflower Financial Advisors
Massachusetts
$222K +$1.32K +13 +0.6%
WT
553
Whittier Trust
California
$220K -$63.8K -629 -23%
NIM
554
NEOS Investment Management
Connecticut
$220K +$216K +2,125 New
William Blair & Company
555
William Blair & Company
Illinois
$218K -$131K -1,289 -38%
HWAM
556
Hennion & Walsh Asset Management
New Jersey
$217K -$85.7K -844 -29%
AAMA
557
Advanced Asset Management Advisors
Ohio
$217K +$101 +1 +0%
PCA
558
Pallas Capital Advisors
Massachusetts
$214K -$199K -1,964 -49%
LFG
559
Lockerman Financial Group
California
$212K
BC
560
Belmont Capital
California
$210K
AWM
561
Apollon Wealth Management
South Carolina
$209K +$205K +2,021 New
GF
562
Gries Financial
Ohio
$209K +$205K +2,016 New
CB
563
Cadence Bank
Mississippi
$207K
LI
564
LMCG Investments
Massachusetts
$207K
DE
565
Day & Ennis
Georgia
$206K
KWM
566
Kingsview Wealth Management
Oregon
$206K -$50.7K -500 -20%
RFS
567
Richardson Financial Services
Massachusetts
$205K +$201K +1,985 New
FTDI
568
First Trust Direct Indexing
Massachusetts
$204K +$200K +1,974 New
RIS
569
Retirement Income Solutions
Michigan
$202K +$198K +1,950 New
VSQM
570
V-Square Quantitative Management
Illinois
$193K
UM
571
UniSuper Management
Australia
$181K +$65.6K +646 +59%
AIP
572
Ameritas Investment Partners
Nebraska
$180K -$17.1K -168 -9%
SOW
573
State of Wyoming
Wyoming
$180K +$5.38K +53 +3%
OP
574
ORG Partners
Indiana
$180K -$148K -1,463 -46%
SWM
575
Sugarloaf Wealth Management
Georgia
$180K

CINF Hedge Fund Activity: Q4 2023 in Review

742 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Cincinnati Financial (CINF) for Q4 2023, worth a combined $10.7B — up 3.2% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new CINF positions and 63 closed out — a net gain of 46 holders — while 250 added to existing stakes and 239 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $211M. The largest seller was Aristotle Capital Management, cutting an estimated $171M.

  • 742 institutional investors held Cincinnati Financial (CINF) as of Q4 2023, up from 704 in Q3 2023.
  • Funds reported $10.7B of Cincinnati Financial stock for Q4 2023, up 3.2% quarter-over-quarter.
  • 109 funds opened new Cincinnati Financial positions in Q4 2023 and 63 closed out, a net change of +46 holders.
  • The largest Cincinnati Financial buyer in Q4 2023 was Morgan Stanley, an estimated $211M added.
  • The largest Cincinnati Financial seller in Q4 2023 was Aristotle Capital Management, an estimated $171M sold.

Based on aggregated 13F filings for Q4 2023.