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CNA Financial

223 hedge funds and large institutions have $11.3B invested in CNA Financial in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 86 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 17

66% more call options, than puts

Call options by funds: $697K | Put options by funds: $419K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

39% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 62

14% more capital invested

Capital invested by funds: $9.84B → $11.3B (+$1.43B)

14% more funds holding

Funds holding: 195223 (+28)

0.39% more ownership

Funds ownership: 98.32%98.7% (+0.39%)

Holders
223
Holders Change
+28
Holders Change %
+14.36%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
46
Increased
86
Reduced
62
Closed
17
Calls
$697K
Puts
$419K
Net Calls
+$278K
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
201
PFG Private Wealth Management
Florida
$3K
CA
202
Crewe Advisors
Utah
$2.62K -$5.58K -136 -69%
GWS
203
Glassman Wealth Services
Virginia
$2.37K
CCA
204
Column Capital Advisors
Indiana
$2.03K
MPWT
205
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.13K +52 New
CAL
206
Capital Advisors Ltd
Ohio
$2K +$2.21K +54 New
PFBT
207
Parkside Financial Bank & Trust
Missouri
$1.9K
GRP
208
Global Retirement Partners
California
$1.85K +$164 +4 +10%
EARNEST Partners
209
EARNEST Partners
Georgia
$1.69K
VCM
210
Versant Capital Management
Arizona
$1.44K
GI
211
Gradient Investments
Minnesota
$1.31K -$287 -7 -18%
JWA
212
JFS Wealth Advisors
Pennsylvania
$1.14K +$369 +9 +50%
DFCM
213
Dark Forest Capital Management
Puerto Rico
$972 +$943 +23 New
AIC
214
Archer Investment Corporation
Indiana
$888
BAAM
215
Baker Avenue Asset Management
California
$888 +$861 +21 New
FFA
216
Farther Finance Advisors
California
$676 +$656 +16 New
BWM
217
BerganKDV Wealth Management
Minnesota
$522
SIC
218
SJS Investment Consulting
Ohio
$465 +$205 +5 +83%
AF
219
Advisornet Financial
Minnesota
$465 +$246 +6 +120%
DI
220
Disciplined Investments
Oklahoma
$381 -$41 -1 -10%
SC
221
Schubert & Co
Texas
$381
TWA
222
TCI Wealth Advisors
Arizona
$127
HNB
223
Huntington National Bank
Ohio
$42
Victory Capital Management
224
Victory Capital Management
Texas
-$12.3M -334,447 Closed
HF
225
HRT Financial
New York
-$4.74M -128,376 Closed

CNA Hedge Fund Activity: Q4 2022 in Review

223 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CNA Financial (CNA) for Q4 2022, worth a combined $11.3B — up 14% from $9.84B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new CNA positions and 17 closed out — a net gain of 29 holders — while 86 added to existing stakes and 62 trimmed.

The largest buyer was BlackRock, adding an estimated $8.31M. The largest seller was Victory Capital Management, exiting entirely with an estimated $12.3M sold.

  • 223 institutional investors held CNA Financial (CNA) as of Q4 2022, up from 195 in Q3 2022.
  • Funds reported $11.3B of CNA Financial stock for Q4 2022, up 14% quarter-over-quarter.
  • 46 funds opened new CNA Financial positions in Q4 2022 and 17 closed out, a net change of +29 holders.
  • The largest CNA Financial buyer in Q4 2022 was BlackRock, an estimated $8.31M added.
  • The largest CNA Financial seller in Q4 2022 was Victory Capital Management, an estimated $12.3M sold.

Based on aggregated 13F filings for Q4 2022.