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CNA Financial

205 hedge funds and large institutions have $13.3B invested in CNA Financial in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 79 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

2% more funds holding

Funds holding: 201205 (+4)

0.17% less ownership

Funds ownership: 99.73%99.56% (-0.17%)

7% less capital invested

Capital invested by funds: $14.3B → $13.3B (-$1.02B)

23% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 79

55% less call options, than puts

Call options by funds: $459K | Put options by funds: $1.01M

Holders
205
Holders Change
+4
Holders Change %
+1.99%
% of All Funds
4.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
36
Increased
61
Reduced
79
Closed
27
Calls
$459K
Puts
$1.01M
Net Calls
-$553K
Net Calls Change
+$231K
Name Holding Trade Value Shares
Change
Change in
Stake
Fuller & Thaler Asset Management
176
Fuller & Thaler Asset Management
California
$84K
NSIM
177
North Star Investment Management
Illinois
$75K +$2.82K +54 +4%
Simplex Trading
178
Simplex Trading
Illinois
$75K +$9.78K +187 +14%
SWP
179
Stratos Wealth Partners
Ohio
$66K +$70.1K +1,340 New
US Bancorp
180
US Bancorp
Minnesota
$61K
PCP
181
Proficio Capital Partners
Massachusetts
$57K
Canada Pension Plan Investment Board
182
Canada Pension Plan Investment Board
Ontario, Canada
$54K
PHK
183
Point72 Hong Kong
Hong Kong
$53K +$41.7K +798 +290%
Public Employees Retirement Association of Colorado
184
Public Employees Retirement Association of Colorado
Colorado
$51K +$105 +2 +0.2%
PCTC
185
Perkins Coie Trust Company
Washington
$49K
MLICM
186
Metropolitan Life Insurance Company (MetLife)
New York
$38.5K +$52 +1 +0.1%
BGIM
187
Brandywine Global Investment Management
Pennsylvania
$30K -$2.98M -57,037 -99%
JA
188
JOYN Advisors
Georgia
$27K +$28.3K +541 New
CHP
189
Cable Hill Partners
Oregon
$26K
LTFS
190
Ladenburg Thalmann Financial Services
Florida
$23K +$994 +19 +4%
YWP
191
YorkBridge Wealth Partners
New York
$13K
AG
192
Advisor Group
Arizona
$10K
HDIM
193
Hanson & Doremus Investment Management
Vermont
$9K
IIC
194
Integrated Investment Consultants
Michigan
$7K +$7.84K +150 New
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$6K +$1.78K +34 +40%
OIA
196
Optimum Investment Advisors
Illinois
$5K +$5.23K +100 New
AWA
197
Acorn Wealth Advisors
Michigan
$5K +$5.28K +101 New
CG
198
Cutler Group
California
$4K +$4.71K +90 New
VCM
199
Versant Capital Management
Arizona
$3K -$105 -2 -3%
FMA
200
FNY Managed Accounts
New York
$2K -$1.36K -26 -31%

CNA Hedge Fund Activity: Q1 2018 in Review

205 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in CNA Financial (CNA) for Q1 2018, worth a combined $13.3B — down 7.1% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new CNA positions and 27 closed out — a net gain of 9 holders — while 61 added to existing stakes and 79 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $11.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $21.8M.

  • 205 institutional investors held CNA Financial (CNA) as of Q1 2018, up from 201 in Q4 2017.
  • Funds reported $13.3B of CNA Financial stock for Q1 2018, down 7.1% quarter-over-quarter.
  • 36 funds opened new CNA Financial positions in Q1 2018 and 27 closed out, a net change of +9 holders.
  • The largest CNA Financial buyer in Q1 2018 was Goldman Sachs, an estimated $11.4M added.
  • The largest CNA Financial seller in Q1 2018 was T. Rowe Price Associates, an estimated $21.8M sold.

Based on aggregated 13F filings for Q1 2018.