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CNA Financial

138 hedge funds and large institutions have $11.5B invested in CNA Financial in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

15% more funds holding

Funds holding: 120138 (+18)

13% more capital invested

Capital invested by funds: $10.2B → $11.5B (+$1.29B)

0.24% more ownership

Funds ownership: 99.03%99.28% (+0.24%)

6% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 47

30% less call options, than puts

Call options by funds: $408K | Put options by funds: $587K

Holders
138
Holders Change
+18
Holders Change %
+15%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
25
Increased
44
Reduced
47
Closed
7
Calls
$408K
Puts
$587K
Net Calls
-$179K
Net Calls Change
-$49K
Name Holding Trade Value Shares
Change
Change in
Stake
LC
1
Loews Corp
New York
$10.4B
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$196M +$20.7M +511,537 +13%
DSC
3
Donald Smith & Co
New York
$97.6M -$24.2M -597,032 -21%
BIT
4
BlackRock Institutional Trust
California
$71.7M +$5.42M +133,885 +9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$65.7M -$3.21M -79,285 -5%
WA
6
Wasatch Advisors
Utah
$55.5M
PMG
7
Private Management Group
California
$54.9M -$1.58M -39,159 -3%
PP
8
Prospector Partners
Connecticut
$30M -$4.14M -102,200 -13%
LSV Asset Management
9
LSV Asset Management
Illinois
$29.9M -$356K -8,800 -1%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$28M -$10.7M -263,789 -29%
State Street
11
State Street
Massachusetts
$27.8M +$1.23M +30,284 +5%
KP
12
Kiltearn Partners
United Kingdom
$24.5M +$23.1M +570,200 New
BG
13
BlackRock Group
United Kingdom
$24.2M -$99K -2,448 -0.4%
TGI
14
Tradewinds Global Investors
California
$21M -$1.43M -35,281 -7%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$20.3M +$10.1M +248,404 +111%
Bank of America
16
Bank of America
North Carolina
$17.5M +$2.47M +61,087 +18%
TC
17
Towle & Co
Colorado
$16.6M +$276K +6,820 +2%
Axa
18
Axa
France
$15.6M +$1.8M +44,546 +14%
PCI
19
Pacifica Capital Investments
Texas
$15.6M -$1.44M -35,483 -9%
Vanguard Group
20
Vanguard Group
Pennsylvania
$15.4M +$110K +2,723 +0.8%
Norges Bank
21
Norges Bank
Norway
$15.2M
BA
22
BlackRock Advisors
Delaware
$13.9M -$331K -8,177 -2%
Morgan Stanley
23
Morgan Stanley
New York
$11.8M +$147K +3,643 +1%
BFA
24
BlackRock Fund Advisors
California
$11.5M -$190K -4,685 -2%
WIM
25
Weitz Investment Management
Nebraska
$9.87M

CNA Hedge Fund Activity: Q4 2013 in Review

138 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CNA Financial (CNA) for Q4 2013, worth a combined $11.5B — up 13% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CNA positions and 7 closed out — a net gain of 18 holders — while 44 added to existing stakes and 47 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $20.7M. The largest seller was Donald Smith & Co, cutting an estimated $24.2M.

  • 138 institutional investors held CNA Financial (CNA) as of Q4 2013, up from 120 in Q3 2013.
  • Funds reported $11.5B of CNA Financial stock for Q4 2013, up 13% quarter-over-quarter.
  • 25 funds opened new CNA Financial positions in Q4 2013 and 7 closed out, a net change of +18 holders.
  • The largest CNA Financial buyer in Q4 2013 was T. Rowe Price Associates, an estimated $20.7M added.
  • The largest CNA Financial seller in Q4 2013 was Donald Smith & Co, an estimated $24.2M sold.

Based on aggregated 13F filings for Q4 2013.