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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
LC
1
Loews Corp
New York
$10.5B
BlackRock
2
BlackRock
New York
$64.3M +$6.19M +152,089 +11%
JP Morgan Chase
3
JP Morgan Chase
New York
$62.5M +$3.95M +96,931 +7%
DSC
4
Donald Smith & Co
New York
$49.9M +$8.11M +199,209 +20%
LSV Asset Management
5
LSV Asset Management
Illinois
$48.2M -$635K -15,585 -1%
RRAM
6
River Road Asset Management
Kentucky
$44.3M -$440K -10,805 -1%
PMG
7
Private Management Group
California
$36.9M -$155K -3,817 -0.4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$32.2M -$14.9M -366,248 -33%
Vanguard Group
9
Vanguard Group
Pennsylvania
$29.6M +$894K +21,968 +3%
Morgan Stanley
10
Morgan Stanley
New York
$27.5M +$11.5M +282,360 +77%
CIM
11
Corda Investment Management
Texas
$26.7M +$113K +2,775 +0.4%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$20.1M -$11.3M -277,147 -37%
State Street
13
State Street
Massachusetts
$17.1M +$603K +14,815 +4%
Goldman Sachs
14
Goldman Sachs
New York
$16.7M -$322K -7,898 -2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$16M +$918K +22,554 +6%
Norges Bank
16
Norges Bank
Norway
$14.3M -$463K -11,381 -3%
Charles Schwab
17
Charles Schwab
California
$14.3M +$241K +5,922 +2%
AQR Capital Management
18
AQR Capital Management
Connecticut
$13.7M -$2.68M -65,803 -17%
DDPIC
19
Deroy & Devereaux Private Investment Counsel
Michigan
$13.1M -$1.02M -25,053 -7%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$13M +$6.03M +148,174 +94%
RJA
21
Raymond James & Associates
Florida
$12.7M -$546K -13,402 -4%
AGA
22
Altrinsic Global Advisors
Connecticut
$10.2M +$9.78M +240,291 New
Marshall Wace
23
Marshall Wace
United Kingdom
$9.34M +$1.81M +44,525 +25%
Bank of America
24
Bank of America
North Carolina
$8.89M -$430K -10,552 -5%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$8.46M +$4.36M +107,030 +115%

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.