CNA Financial
167 hedge funds and large institutions have $11.8B invested in CNA Financial in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 59 reducing their positions, and 19 closing their positions.
34,150% more call options, than puts
Call options by funds: $1.37M | Put options by funds: $4K
42% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 19
5% more capital invested
Capital invested by funds: $11.3B → $11.8B (+$585M)
3% more funds holding
Funds holding: 162 → 167 (+5)
0.12% more ownership
Funds ownership: 98.85% → 98.97% (+0.12%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
22% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
+$21.6M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$8.65M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$4.49M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$3.98M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$6.78M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$6.14M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$4.81M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.78M |
| 5 |
PMG
Private Management Group
Irvine,
California
|
-$2.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GKWIM
176
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| – | -$27K | -659 | Closed |
|
177
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$17K | -413 | Closed |
|
178
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$6K | -140 | Closed |
|
|
OSAM
179
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$5K | -119 | Closed |
|
|
OSNBOA
180
Old Second National Bank of Aurora
Aurora,
Illinois
| – | -$3K | -80 | Closed |
|
|
PFGIA
181
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$2K | -44 | Closed |
|
|
HI
182
Harbour Investments
Madison,
Wisconsin
| – | -$1K | -17 | Closed |
|
|
FGAM
183
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$42K | -1 | Closed |
|
184
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$222 | +5 | New |
|
|
SC
185
Schubert & Co
Mckinney,
Texas
| – | +$222 | +5 | New |
|
CNA Hedge Fund Activity: Q4 2021 in Review
167 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in CNA Financial (CNA) for Q4 2021, worth a combined $11.8B — up 5.2% from $11.3B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new CNA positions and 19 closed out — a net gain of 8 holders — while 46 added to existing stakes and 59 trimmed.
The largest buyer was Tobias Financial Advisors, opening a new position worth an estimated $21.6M. The largest seller was River Road Asset Management, cutting an estimated $6.78M.
- 167 institutional investors held CNA Financial (CNA) as of Q4 2021, up from 162 in Q3 2021.
- Funds reported $11.8B of CNA Financial stock for Q4 2021, up 5.2% quarter-over-quarter.
- 27 funds opened new CNA Financial positions in Q4 2021 and 19 closed out, a net change of +8 holders.
- The largest CNA Financial buyer in Q4 2021 was Tobias Financial Advisors, an estimated $21.6M added.
- The largest CNA Financial seller in Q4 2021 was River Road Asset Management, an estimated $6.78M sold.
Based on aggregated 13F filings for Q4 2021.