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CNA Financial

207 hedge funds and large institutions have $10.5B invested in CNA Financial in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 80 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $814K | Put options by funds: $676K

2% more capital invested

Capital invested by funds: $10.3B → $10.5B (+$183M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.31% less ownership

Funds ownership: 98.77%98.46% (-0.31%)

0% less funds holding

Funds holding: 208207 (-1)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

18% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 80

Holders
207
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
3.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
66
Reduced
80
Closed
24
Calls
$814K
Puts
$676K
Net Calls
+$138K
Net Calls Change
-$121K
Name Holding Trade Value Shares
Change
Change in
Stake
LC
1
Loews Corp
New York
$9.78B +$176M +4,456,050 +2%
JP Morgan Chase
2
JP Morgan Chase
New York
$54.3M -$972K -24,610 -2%
BlackRock
3
BlackRock
New York
$53.8M -$1.11M -28,191 -2%
LSV Asset Management
4
LSV Asset Management
Illinois
$45.4M -$292K -7,400 -0.6%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$44.3M -$666K -16,859 -1%
RRAM
6
River Road Asset Management
Kentucky
$41.6M -$455K -11,523 -1%
DSC
7
Donald Smith & Co
New York
$38.5M +$4.5K +114 +0%
PMG
8
Private Management Group
California
$34.4M +$2.64M +66,795 +8%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$29.6M -$104K -2,639 -0.3%
Vanguard Group
10
Vanguard Group
Pennsylvania
$26.6M -$250K -6,337 -0.9%
CIM
11
Corda Investment Management
Texas
$24.7M +$689K +17,427 +3%
Goldman Sachs
12
Goldman Sachs
New York
$15.8M -$2.7M -68,313 -15%
AQR Capital Management
13
AQR Capital Management
Connecticut
$15.3M -$8.54M -216,127 -36%
State Street
14
State Street
Massachusetts
$15.3M -$125K -3,165 -0.8%
Morgan Stanley
15
Morgan Stanley
New York
$14.4M +$2.69M +68,081 +23%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$14M +$203K +5,143 +1%
Norges Bank
17
Norges Bank
Norway
$13.7M
DDPIC
18
Deroy & Devereaux Private Investment Counsel
Michigan
$13.2M -$481K -12,179 -4%
Charles Schwab
19
Charles Schwab
California
$13M +$237K +5,998 +2%
RJA
20
Raymond James & Associates
Florida
$12.4M -$281K -7,120 -2%
Bank of America
21
Bank of America
North Carolina
$8.69M -$1.02M -25,728 -10%
BGIM
22
Brandywine Global Investment Management
Pennsylvania
$8.43M +$652K +16,510 +8%
Millennium Management
23
Millennium Management
New York
$8.05M -$8.46M -214,091 -51%
MAM
24
Martingale Asset Management
Massachusetts
$7.48M +$9.17K +232 +0.1%
PCS
25
Personal CFO Solutions
New Jersey
$7.1M +$591K +14,955 +9%

CNA Hedge Fund Activity: Q3 2023 in Review

207 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CNA Financial (CNA) for Q3 2023, worth a combined $10.5B — up 1.8% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of CNA and 23 opened new positions — a net loss of 1 holder — while 80 trimmed existing stakes and 66 added.

The largest buyer was Loews Corp, adding an estimated $176M. The largest seller was T. Rowe Price Associates, cutting an estimated $180M.

  • 207 institutional investors held CNA Financial (CNA) as of Q3 2023, down from 208 in Q2 2023.
  • Funds reported $10.5B of CNA Financial stock for Q3 2023, up 1.8% quarter-over-quarter.
  • 23 funds opened new CNA Financial positions in Q3 2023 and 24 closed out, a net change of -1 holder.
  • The largest CNA Financial buyer in Q3 2023 was Loews Corp, an estimated $176M added.
  • The largest CNA Financial seller in Q3 2023 was T. Rowe Price Associates, an estimated $180M sold.

Based on aggregated 13F filings for Q3 2023.