CNF

CNFinance Holdings
CNF

Overview Fund Activity

27 hedge funds and large institutions have $11.9M invested in CNFinance Holdings in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 0 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
–
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$33K
2
CS
2
Credit Suisse
Switzerland
$17.1K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$6.46K
2
Citigroup
2
Citigroup
New York
$22.5K
3
Fidelity International
3
Fidelity International
Bermuda
$247K
4
RC
4
RBF Capital
California
$0
5
Truist Financial
5
Truist Financial
North Carolina
$104K
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
1
Paloma Partners
Connecticut
$5.22M – – –
GS
2
Gagnon Securities
New York
$2.81M -$31.3K -18,293 -1%
AWM
3
Axxcess Wealth Management
California
$1.67M – – –
GA
4
Gagnon Advisors
New York
$1.34M – – –
Fidelity International
5
Fidelity International
Bermuda
$247K -$153K -95,644 -38%
Truist Financial
6
Truist Financial
North Carolina
$104K -$77.4K -45,248 -43%
JC
7
JBF Capital
Colorado
$103K – – –
APWM
8
Argonautica Private Wealth Management
Massachusetts
$97.5K +$97.5K +57,000 New
Goldman Sachs
9
Goldman Sachs
New York
$64.3K – – –
Morgan Stanley
10
Morgan Stanley
New York
$49.5K -$5.09K -2,977 -9%
CJL
11
Cyrus J. Lawrence
New York
$34K – – –
Creative Planning
12
Creative Planning
Kansas
$33K +$33K +19,320 New
Citigroup
13
Citigroup
New York
$22.5K -$424K -247,959 -95%
State Street
14
State Street
Massachusetts
$21.5K – – –
Bank of New York Mellon
15
Bank of New York Mellon
New York
$18.9K – – –
THL
16
Tillman Hartley LLC
Colorado
$17.6K +$17.6K +10,298 New
CS
17
Credit Suisse
Switzerland
$17.1K +$17.1K +10,000 New
Millennium Management
18
Millennium Management
New York
$17K -$14.9K -8,909 -47%
BlackRock
19
BlackRock
New York
$14.5K – – –
UBS Group
20
UBS Group
Switzerland
$12.5K -$9.03K -5,282 -42%
Bank of America
21
Bank of America
North Carolina
$6.46K -$520K -303,797 -99%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$1K -$529 -228 -35%
Legal & General Group
23
Legal & General Group
United Kingdom
$783 – – –
MBFW
24
Morton Brown Family Wealth
Pennsylvania
$428 – – –
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$347 -$1 -538 -0.3%
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