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CNA Financial

208 hedge funds and large institutions have $10.3B invested in CNA Financial in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 73 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $637K | Put options by funds: $378K

0.34% more ownership

Funds ownership: 98.43%98.77% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 73

1% less capital invested

Capital invested by funds: $10.4B → $10.3B (-$95.1M)

3% less funds holding

Funds holding: 214208 (-6)

21% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 28

Holders
208
Holders Change
-6
Holders Change %
-2.8%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
73
Reduced
73
Closed
28
Calls
$637K
Puts
$378K
Net Calls
+$259K
Net Calls Change
-$397K
Name Holding Trade Value Shares
Change
Change in
Stake
LC
1
Loews Corp
New York
$9.42B +$2.92M +75,025 +0%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$176M -$584K -14,978 -0.3%
JP Morgan Chase
3
JP Morgan Chase
New York
$54.3M +$9.09M +233,346 +20%
BlackRock
4
BlackRock
New York
$53.9M -$4.31M -110,617 -7%
LSV Asset Management
5
LSV Asset Management
Illinois
$44.9M -$2.31M -59,300 -5%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$44.2M +$3.37M +86,537 +8%
RRAM
7
River Road Asset Management
Kentucky
$41.3M +$1.42M +36,329 +4%
DSC
8
Donald Smith & Co
New York
$37.8M +$2.46K +63 +0%
PMG
9
Private Management Group
California
$31.2M +$962K +24,681 +3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$29.2M +$664K +17,031 +2%
Vanguard Group
11
Vanguard Group
Pennsylvania
$26.4M -$772K -19,814 -3%
CIM
12
Corda Investment Management
Texas
$23.6M +$1.22M +31,236 +5%
AQR Capital Management
13
AQR Capital Management
Connecticut
$23.4M +$5.42M +139,204 +30%
Goldman Sachs
14
Goldman Sachs
New York
$18.2M -$1.65M -42,402 -8%
Millennium Management
15
Millennium Management
New York
$16.2M -$10.1M -260,289 -38%
State Street
16
State Street
Massachusetts
$15.2M -$79.9K -2,050 -0.5%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$13.5M -$954K -24,485 -7%
Norges Bank
18
Norges Bank
Norway
$13.5M
DDPIC
19
Deroy & Devereaux Private Investment Counsel
Michigan
$13.4M +$123K +3,148 +0.9%
Charles Schwab
20
Charles Schwab
California
$12.6M +$104K +2,666 +0.8%
RJA
21
Raymond James & Associates
Florida
$12.4M -$309K -7,933 -2%
Morgan Stanley
22
Morgan Stanley
New York
$11.5M -$878K -22,523 -7%
Bank of America
23
Bank of America
North Carolina
$9.52M +$3.65M +93,781 +61%
BGIM
24
Brandywine Global Investment Management
Pennsylvania
$7.63M -$1.83M -46,904 -19%
MAM
25
Martingale Asset Management
Massachusetts
$7.33M -$210K -5,384 -3%

CNA Hedge Fund Activity: Q2 2023 in Review

208 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in CNA Financial (CNA) for Q2 2023, worth a combined $10.3B — down 0.91% from $10.4B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of CNA and 22 opened new positions — a net loss of 6 holders — while 73 trimmed existing stakes and 73 added.

The largest buyer was JP Morgan Chase, adding an estimated $9.09M. The largest seller was Millennium Management, cutting an estimated $10.1M.

  • 208 institutional investors held CNA Financial (CNA) as of Q2 2023, down from 214 in Q1 2023.
  • Funds reported $10.3B of CNA Financial stock for Q2 2023, down 0.91% quarter-over-quarter.
  • 22 funds opened new CNA Financial positions in Q2 2023 and 28 closed out, a net change of -6 holders.
  • The largest CNA Financial buyer in Q2 2023 was JP Morgan Chase, an estimated $9.09M added.
  • The largest CNA Financial seller in Q2 2023 was Millennium Management, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2023.