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CNA Financial

208 hedge funds and large institutions have $10.3B invested in CNA Financial in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 73 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $637K | Put options by funds: $378K

0.34% more ownership

Funds ownership: 98.43%98.77% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 73

1% less capital invested

Capital invested by funds: $10.4B → $10.3B (-$95.1M)

3% less funds holding

Funds holding: 214208 (-6)

21% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 28

Holders
208
Holders Change
-6
Holders Change %
-2.8%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
73
Reduced
73
Closed
28
Calls
$637K
Puts
$378K
Net Calls
+$259K
Net Calls Change
-$397K
Name Holding Trade Value Shares
Change
Change in
Stake
MRWM
101
ML&R Wealth Management
Texas
$386K +$390K +10,007 New
Sumitomo Mitsui Trust Group
102
Sumitomo Mitsui Trust Group
Japan
$386K +$61.3K +1,574 +19%
DTL
103
Dynamic Technology Lab
Singapore
$382K +$172K +4,420 +81%
I
104
InceptionR
California
$368K +$372K +9,537 New
HIM
105
Hillsdale Investment Management
Ontario, Canada
$368K
CI Investments Inc
106
CI Investments Inc
Ontario, Canada
$349K -$1.36K -35 -0.4%
AF
107
Apexium Financial
Texas
$346K +$349K +8,960 New
Truist Financial
108
Truist Financial
North Carolina
$339K +$342K +8,766 New
California State Teachers Retirement System (CalSTRS)
109
California State Teachers Retirement System (CalSTRS)
California
$337K -$57.4K -1,472 -14%
Amundi
110
Amundi
France
$334K +$69.9K +1,793 +26%
Osaic Holdings
111
Osaic Holdings
Arizona
$332K -$135K -3,468 -29%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$325K +$6.04K +155 +2%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$310K +$8.88K +228 +3%
Stifel Financial
114
Stifel Financial
Missouri
$309K +$3.94K +101 +1%
Victory Capital Management
115
Victory Capital Management
Texas
$304K -$16.4K -421 -5%
Mariner
116
Mariner
Kansas
$301K +$25.5K +655 +9%
VI
117
Versor Investments
New York
$301K -$84.8K -2,177 -22%
Creative Planning
118
Creative Planning
Kansas
$290K +$75.5K +1,939 +35%
EI
119
Ethic Inc
New York
$281K +$26.6K +684 +10%
National Bank of Canada
120
National Bank of Canada
Quebec, Canada
$281K -$3.82K -98 -1%
Royal London Asset Management
121
Royal London Asset Management
United Kingdom
$274K
QT
122
Quantbot Technologies
New York
$273K +$275K +7,064 New
NEI
123
Northwest & Ethical Investments
Ontario, Canada
$261K
YIH
124
Y-Intercept (HK)
Hong Kong
$260K +$263K +6,742 New
UBS Group
125
UBS Group
Switzerland
$260K +$45.4K +1,164 +21%

CNA Hedge Fund Activity: Q2 2023 in Review

208 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in CNA Financial (CNA) for Q2 2023, worth a combined $10.3B — down 0.91% from $10.4B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of CNA and 22 opened new positions — a net loss of 6 holders — while 73 trimmed existing stakes and 73 added.

The largest buyer was JP Morgan Chase, adding an estimated $9.09M. The largest seller was Millennium Management, cutting an estimated $10.1M.

  • 208 institutional investors held CNA Financial (CNA) as of Q2 2023, down from 214 in Q1 2023.
  • Funds reported $10.3B of CNA Financial stock for Q2 2023, down 0.91% quarter-over-quarter.
  • 22 funds opened new CNA Financial positions in Q2 2023 and 28 closed out, a net change of -6 holders.
  • The largest CNA Financial buyer in Q2 2023 was JP Morgan Chase, an estimated $9.09M added.
  • The largest CNA Financial seller in Q2 2023 was Millennium Management, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2023.