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CNA Financial

224 hedge funds and large institutions have $11.3B invested in CNA Financial in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 23

23% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 66

8% more funds holding

Funds holding: 207224 (+17)

8% more capital invested

Capital invested by funds: $10.5B → $11.3B (+$808M)

0.11% more ownership

Funds ownership: 98.46%98.56% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

28% less call options, than puts

Call options by funds: $613K | Put options by funds: $854K

Holders
224
Holders Change
+17
Holders Change %
+8.21%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
43
Increased
81
Reduced
66
Closed
23
Calls
$613K
Puts
$854K
Net Calls
-$241K
Net Calls Change
-$379K
Name Holding Trade Value Shares
Change
Change in
Stake
QC
126
Quadrature Capital
United Kingdom
$390K +$31.8K +780 +9%
AF
127
Apexium Financial
Texas
$379K
ACM
128
Aquatic Capital Management
Illinois
$377K +$216K +5,300 +147%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$371K +$73.9K +1,815 +26%
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$363K -$245K -6,017 -41%
EGM
131
Engineers Gate Manager
New York
$358K +$117K +2,875 +52%
Aberdeen Group
132
Aberdeen Group
United Kingdom
$348K +$344K +8,452 New
Truist Financial
133
Truist Financial
North Carolina
$320K +$308K +7,568 New
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$317K +$15.3K +375 +5%
WA
135
Wealthstar Advisors
Texas
$307K +$295K +7,249 New
Stifel Financial
136
Stifel Financial
Missouri
$305K +$6.76K +166 +2%
Creative Planning
137
Creative Planning
Kansas
$298K +$31K +762 +12%
VPIM
138
Vanguard Personalized Indexing Management
California
$296K +$67.8K +1,665 +31%
TI
139
Tidal Investments
Wisconsin
$292K +$281K +6,900 New
BL
140
BFSG LLC
California
$273K
NEI
141
Northwest & Ethical Investments
Ontario, Canada
$262K -$14.8K -363 -6%
MWPCG
142
Measured Wealth Private Client Group
New Hampshire
$259K +$249K +6,124 New
JFG
143
Jefferies Financial Group
New York
$259K +$249K +6,110 New
Simplex Trading
144
Simplex Trading
Illinois
$254K -$4.6K -113 -2%
Amundi
145
Amundi
France
$253K -$56.8K -1,394 -19%
MWC
146
MBM Wealth Consultants
Missouri
$249K +$230K +5,643 New
Canada Life
147
Canada Life
Manitoba, Canada
$233K -$724K -17,782 -76%
FHB
148
First Hawaiian Bank
Hawaii
$229K
CAM
149
Cresset Asset Management
Illinois
$227K +$219K +5,376 New
PA
150
Parallel Advisors
California
$224K +$204 +5 +0.1%

CNA Hedge Fund Activity: Q4 2023 in Review

224 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CNA Financial (CNA) for Q4 2023, worth a combined $11.3B — up 7.7% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CNA positions and 23 closed out — a net gain of 20 holders — while 81 added to existing stakes and 66 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.5M. The largest seller was Bank of New York Mellon, cutting an estimated $14.9M.

  • 224 institutional investors held CNA Financial (CNA) as of Q4 2023, up from 207 in Q3 2023.
  • Funds reported $11.3B of CNA Financial stock for Q4 2023, up 7.7% quarter-over-quarter.
  • 43 funds opened new CNA Financial positions in Q4 2023 and 23 closed out, a net change of +20 holders.
  • The largest CNA Financial buyer in Q4 2023 was Morgan Stanley, an estimated $11.5M added.
  • The largest CNA Financial seller in Q4 2023 was Bank of New York Mellon, an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2023.