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Cincinnati Financial

494 hedge funds and large institutions have $6.87B invested in Cincinnati Financial in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 157 increasing their positions, 186 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $5.59M | Put options by funds: $4.44M

1.66% less ownership

Funds ownership: 64.28%62.62% (-1.7%)

2% less funds holding

Funds holding: 506494 (-12)

12% less capital invested

Capital invested by funds: $7.83B → $6.87B (-$955M)

13% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 46

16% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 186

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
494
Holders Change
-12
Holders Change %
-2.37%
% of All Funds
11.31%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
40
Increased
157
Reduced
186
Closed
46
Calls
$5.59M
Puts
$4.44M
Net Calls
+$1.15M
Net Calls Change
-$4.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.17B +$9.21M +129,616 +0.7%
BlackRock
2
BlackRock
New York
$853M -$14.3M -201,244 -2%
State Street
3
State Street
Massachusetts
$614M -$34.4M -484,804 -5%
Select Equity Group
4
Select Equity Group
New York
$366M +$50M +704,103 +15%
Bank of America
5
Bank of America
North Carolina
$331M -$35.2M -495,743 -9%
JP Morgan Chase
6
JP Morgan Chase
New York
$199M +$15.4M +217,201 +8%
LCOV
7
London Company of Virginia
Virginia
$191M -$5.06M -71,189 -2%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$179M -$310K -4,362 -0.2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$136M -$2.17M -30,529 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$127M +$5.04M +70,958 +4%
FWIA
11
Fort Washington Investment Advisors
Ohio
$123M -$158K -2,225 -0.1%
Northern Trust
12
Northern Trust
Illinois
$122M -$8.77M -123,458 -6%
Norges Bank
13
Norges Bank
Norway
$89.8M -$1.06M -14,855 -1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$87M +$1.42M +19,935 +2%
Invesco
15
Invesco
Georgia
$85M +$39.2M +551,922 +77%
US Bancorp
16
US Bancorp
Minnesota
$64M -$495K -6,969 -0.7%
FC
17
Fairpointe Capital
Illinois
$63.5M +$6.12M +86,135 +10%
JIC
18
Johnson Investment Counsel
Ohio
$62.8M +$282K +3,967 +0.4%
ProShare Advisors
19
ProShare Advisors
Maryland
$60.1M -$3.51M -49,406 -5%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$59.6M +$879K +12,366 +1%
Legal & General Group
21
Legal & General Group
United Kingdom
$56.8M -$3.27M -45,996 -5%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$52.3M -$2.79M -39,203 -5%
Goldman Sachs
23
Goldman Sachs
New York
$45.9M -$16.7M -234,466 -25%
First Trust Advisors
24
First Trust Advisors
Illinois
$45.7M +$20.5M +288,711 +73%
UBS AM
25
UBS AM
Illinois
$43.2M +$718K +10,108 +2%

CINF Hedge Fund Activity: Q2 2018 in Review

494 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Cincinnati Financial (CINF) for Q2 2018, worth a combined $6.87B — down 12% from $7.83B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of CINF and 40 opened new positions — a net loss of 6 holders — while 186 trimmed existing stakes and 157 added.

The largest buyer was Select Equity Group, adding an estimated $50M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $61.7M.

  • 494 institutional investors held Cincinnati Financial (CINF) as of Q2 2018, down from 506 in Q1 2018.
  • Funds reported $6.87B of Cincinnati Financial stock for Q2 2018, down 12% quarter-over-quarter.
  • 40 funds opened new Cincinnati Financial positions in Q2 2018 and 46 closed out, a net change of -6 holders.
  • The largest Cincinnati Financial buyer in Q2 2018 was Select Equity Group, an estimated $50M added.
  • The largest Cincinnati Financial seller in Q2 2018 was Robeco Institutional Asset Management, an estimated $61.7M sold.

Based on aggregated 13F filings for Q2 2018.