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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
BTI
176
Blue Trust Inc
Georgia
$27K +$27.7K +680 New
TF
177
Tompkins Financial
New York
$25.4K
CTC
178
Central Trust Company
Missouri
$24.7K +$23.8K +584 New
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$24.5K -$1.38K -34 -6%
QCG
180
Quadrant Capital Group
Ohio
$22.9K +$2.52K +62 +13%
MIM
181
MetLife Investment Management
New Jersey
$21.4K -$407 -10 -2%
LC
182
Lindbrook Capital
California
$21.3K +$15.1K +371 +281%
TRCT
183
Tower Research Capital (TRC)
New York
$17.9K -$332K -8,151 -95%
Nomura Asset Management
184
Nomura Asset Management
Japan
$17.8K
AF
185
Allworth Financial
California
$11.5K +$814 +20 +8%
Deutsche Bank
186
Deutsche Bank
Germany
$10.8K +$1.3K +32 +14%
CAS
187
Coppell Advisory Solutions
Texas
$10.3K +$1.26K +31 +15%
CJ
188
Caitlin John
Michigan
$9.95K +$9.57K +235 New
AIG
189
American International Group
New York
$9.05K -$204 -5 -2%
VWM
190
Venturi Wealth Management
Texas
$8.76K +$2.32K +57 +38%
GRP
191
Global Retirement Partners
California
$8.57K
NSIM
192
North Star Investment Management
Illinois
$8.46K
VF
193
VitalStone Financial
Texas
$7K +$6.92K +170 New
GWM
194
Geneos Wealth Management
Colorado
$6.56K
SIC
195
Salem Investment Counselors
North Carolina
$6.35K
WPWM
196
Western Pacific Wealth Management
Illinois
$4.4K +$41 +1 +1%
GWS
197
Glassman Wealth Services
Virginia
$4.36K
DMBA
198
Deseret Mutual Benefit Administrators
Utah
$4.02K -$1.55K -38 -29%
PFBT
199
Parkside Financial Bank & Trust
Missouri
$3.89K +$611 +15 +19%
FHA
200
First Horizon Advisors
Tennessee
$3.43K

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.