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CNA Financial
CNA

179 hedge funds and large institutions have $12B invested in CNA Financial in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 57 increasing their positions, 48 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 24

19% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 48

14% more capital invested

Capital invested by funds: $10.5B → $12B (+$1.5B)

12% more funds holding

Funds holding: 160 → 179 (+19)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.16% less ownership

Funds ownership: 99.08% → 98.92% (-0.16%)

4% less call options, than puts

Call options by funds: $937K | Put options by funds: $972K

Holders
179
Holders Change
+19
Holders Change %
+11.88%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
44
Increased
57
Reduced
48
Closed
24
Calls
$937K
Puts
$972K
Net Calls
-$35K
Net Calls Change
-$1.23M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$10.8M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$7.55M
3
Millennium Management
Millennium Management
New York
+$6.62M
4
BlackRock
BlackRock
New York
+$6.02M
5
Morgan Stanley
Morgan Stanley
New York
+$4.41M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$11.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.56M
3
DSC
Donald Smith & Co
New York
-$6.91M
4
UBS Group
UBS Group
Switzerland
-$6.85M
5
First Trust Advisors
First Trust Advisors
Illinois
-$4.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
ETC
151
Exchange Traded Concepts
Oklahoma
$8K +$7.85K +184 New
GI
152
Gradient Investments
Minnesota
$7K -$6.82K -160 -50%
IAIM
153
International Assets Investment Management
Florida
$7K – – –
JFA
154
JNBA Financial Advisors
Minnesota
$6K – – –
LC
155
Lindbrook Capital
California
$6K – – –
ACM
156
Allred Capital Management
Texas
$4.78K +$4.56K +107 New
Fidelity Investments
157
Fidelity Investments
Massachusetts
$4K +$2K +47 +127%
TWA
158
TCI Wealth Advisors
Arizona
$4K +$3.37K +79 New
VFA
159
Valeo Financial Advisors
Indiana
$4K +$4.22K +99 New
FDCDDQ
160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.79K – – –
EFSCE
161
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
GWS
162
Glassman Wealth Services
Virginia
$3K +$384 +9 +16%
Nisa Investment Advisors
163
Nisa Investment Advisors
Missouri
$2.28K +$350K +8,200 +19%
CCA
164
Column Capital Advisors
Indiana
$2K – – –
DWP
165
Destiny Wealth Partners
Florida
$2K – – –
EARNEST Partners
166
EARNEST Partners
Georgia
$2K – – –
IA
167
IFP Advisors
Florida
$2K – – –
PFBT
168
Parkside Financial Bank & Trust
Missouri
$2K – – –
VCM
169
Versant Capital Management
Arizona
$2K – – –
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.09K +49 New
CFO
171
CVA Family Office
Colorado
$2K +$2.35K +55 New
BWM
172
BerganKDV Wealth Management
Minnesota
$1K – – –
OSAM
173
O'Shaughnessy Asset Management
Connecticut
$1K – – –
HI
174
Harbour Investments
Wisconsin
$1K +$554 +13 New
MWP
175
Meridian Wealth Partners
Pennsylvania
$1K +$896 +21 New
5 6
7
8 9

CNA Hedge Fund Activity: Q1 2021 in Review

179 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CNA Financial (CNA) for Q1 2021, worth a combined $12B — up 14% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new CNA positions and 24 closed out — a net gain of 20 holders — while 57 added to existing stakes and 48 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $10.8M. The largest seller was Renaissance Technologies, cutting an estimated $11.9M.

  • 179 institutional investors held CNA Financial (CNA) as of Q1 2021, up from 160 in Q4 2020.
  • Funds reported $12B of CNA Financial stock for Q1 2021, up 14% quarter-over-quarter.
  • 44 funds opened new CNA Financial positions in Q1 2021 and 24 closed out, a net change of +20 holders.
  • The largest CNA Financial buyer in Q1 2021 was JP Morgan Chase, an estimated $10.8M added.
  • The largest CNA Financial seller in Q1 2021 was Renaissance Technologies, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2021.