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CNA Financial

145 hedge funds and large institutions have $10.4B invested in CNA Financial in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $430K | Put options by funds: $225K

17% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 47

2% more capital invested

Capital invested by funds: $10.2B → $10.4B (+$168M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.13% less ownership

Funds ownership: 99.45%99.32% (-0.13%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 148145 (-3)

Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
3.87%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
16
Increased
55
Reduced
47
Closed
17
Calls
$430K
Puts
$225K
Net Calls
+$205K
Net Calls Change
+$205K
Name Holding Trade Value Shares
Change
Change in
Stake
N
101
Nuveen
North Carolina
$346K
JG
102
Jefferies Group
New York
$322K +$36K +938 +13%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$306K -$303K -7,900 -50%
Principal Financial Group
104
Principal Financial Group
Iowa
$296K +$14.8K +384 +5%
NBC
105
Neuberger Berman Canada
Ontario, Canada
$296K +$294K +7,655 New
HCM
106
Hollencrest Capital Management
California
$273K
UCFA
107
United Capital Financial Advisors
Texas
$264K +$262K +6,826 New
Canada Life
108
Canada Life
Manitoba, Canada
$260K
IRF
109
IBM Retirement Fund
New York
$244K +$23.3K +606 +11%
JP Morgan Chase
110
JP Morgan Chase
New York
$240K -$656K -17,083 -73%
ACI
111
AMP Capital Investors
Australia
$230K
Jacobs Levy Equity Management
112
Jacobs Levy Equity Management
New Jersey
$226K -$1.56M -40,500 -87%
AAM
113
Advisors Asset Management
Colorado
$224K -$55.8K -1,452 -20%
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$209K +$24K +625 +13%
PAM
115
Princeton Alpha Management
New Jersey
$206K -$77.2K -2,009 -27%
CSS
116
Cubist Systematic Strategies
Connecticut
$190K +$189K +4,914 New
US Bancorp
117
US Bancorp
Minnesota
$157K -$1.15K -30 -0.7%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$149K
PAM
119
Panagora Asset Management
Massachusetts
$139K
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$113K -$11.6K -303 -9%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$56K +$3.61K +94 +7%
DekaBank Deutsche Girozentrale
122
DekaBank Deutsche Girozentrale
Germany
$54K
DVM
123
Dreman Value Management
Florida
$52K
RFC
124
Russell Frank Company
Washington
$51K -$980K -25,516 -95%
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$49K +$42.6K +1,108 +706%

CNA Hedge Fund Activity: Q4 2014 in Review

145 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in CNA Financial (CNA) for Q4 2014, worth a combined $10.4B — up 1.6% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of CNA and 16 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 55 added.

The largest buyer was Kiltearn Partners, adding an estimated $11.5M. The largest seller was Prospector Partners, cutting an estimated $11.2M.

  • 145 institutional investors held CNA Financial (CNA) as of Q4 2014, down from 148 in Q3 2014.
  • Funds reported $10.4B of CNA Financial stock for Q4 2014, up 1.6% quarter-over-quarter.
  • 16 funds opened new CNA Financial positions in Q4 2014 and 17 closed out, a net change of -1 holder.
  • The largest CNA Financial buyer in Q4 2014 was Kiltearn Partners, an estimated $11.5M added.
  • The largest CNA Financial seller in Q4 2014 was Prospector Partners, an estimated $11.2M sold.

Based on aggregated 13F filings for Q4 2014.