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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
OSNBOA
201
Old Second National Bank of Aurora
Illinois
$3.38K
W
202
WealthCollab
Washington
$3.38K +$3.26K +80 New
PA
203
Pineridge Advisors
Missouri
$3.36K +$3.22K +79 New
First Manhattan
204
First Manhattan
New York
$3.17K
Loomis, Sayles & Company
205
Loomis, Sayles & Company
Massachusetts
$3K +$2.77K +68 New
CCA
206
Criterion Capital Advisors
Tennessee
$3K +$2.89K +71 New
PWMG
207
Private Wealth Management Group
New Jersey
$2.29K +$2.2K +54 New
FFA
208
Farther Finance Advisors
California
$2.03K +$1.3K +32 +200%
NA
209
NewEdge Advisors
Louisiana
$2.03K +$1.95K +48 New
GI
210
Gradient Investments
Minnesota
$1.61K
MPWT
211
MassMutual Private Wealth & Trust
Connecticut
$1.52K +$936 +23 +177%
VCM
212
Versant Capital Management
Arizona
$1.44K
ASN
213
Advisory Services Network
Georgia
$1.01K +$977 +24 New
CAL
214
Capital Advisors Ltd
Ohio
$1K -$896 -22 -39%
AIC
215
Archer Investment Corporation
Indiana
$889
PS
216
Principal Securities
Iowa
$719 +$692 +17 New
S
217
Sachetta
Massachusetts
$466 +$448 +11 New
BGAI
218
Bruce G. Allen Investments
Colorado
$465 +$448 +11 New
JWA
219
JFS Wealth Advisors
Pennsylvania
$381 -$366 -9 -50%
AssetMark Inc
220
AssetMark Inc
California
$338 +$326 +8 New
HNB
221
Huntington National Bank
Ohio
$211
DPW
222
DiNuzzo Private Wealth
Pennsylvania
$170 +$163 +4 New
SIC
223
SJS Investment Consulting
Ohio
$127 -$81 -2 -40%
Toronto Dominion Bank
224
Toronto Dominion Bank
Ontario, Canada
$127
BGIM
225
Brandywine Global Investment Management
Pennsylvania
-$8.43M -214,112 Closed

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.