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CNF

CNFinance Holdings
CNF

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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

8% more funds holding

Funds holding: 25 → 27 (+2)

0.01% less ownership

Funds ownership: 0.06% → 0.05% (-0.01%)

40% less capital invested

Capital invested by funds: $19.9M → $11.9M (-$7.93M)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 10

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.43%
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

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$39.6K
2
CS
Credit Suisse
Switzerland
+$20.5K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$622K
2
Citigroup
Citigroup
New York
-$508K
3
Fidelity International
Fidelity International
Bermuda
-$196K
4
RC
RBF Capital
California
-$148K
5
Truist Financial
Truist Financial
North Carolina
-$92.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1
Paloma Partners
Connecticut
$5.22M – – –
GS
2
Gagnon Securities
New York
$2.81M -$37.5K -1,829 -1%
AWM
3
Axxcess Wealth Management
California
$1.67M – – –
GA
4
Gagnon Advisors
New York
$1.34M – – –
Fidelity International
5
Fidelity International
Bermuda
$247K -$196K -9,564 -38%
Truist Financial
6
Truist Financial
North Carolina
$104K -$92.7K -4,525 -43%
JC
7
JBF Capital
Colorado
$103K – – –
APWM
8
Argonautica Private Wealth Management
Massachusetts
$97.5K +$117K +5,700 New
Goldman Sachs
9
Goldman Sachs
New York
$64.3K – – –
Morgan Stanley
10
Morgan Stanley
New York
$49.5K -$6.1K -298 -9%
CJL
11
Cyrus J. Lawrence
New York
$34K – – –
Creative Planning
12
Creative Planning
Kansas
$33K +$39.6K +1,932 New
Citigroup
13
Citigroup
New York
$22.5K -$508K -24,796 -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 +$21.1K +1,030 New
CS
17
Credit Suisse
Switzerland
$17.1K +$20.5K +1,000 New
Millennium Management
18
Millennium Management
New York
$17K -$18.2K -891 -47%
BlackRock
19
BlackRock
New York
$14.5K – – –
UBS Group
20
UBS Group
Switzerland
$12.5K -$10.8K -528 -42%
Bank of America
21
Bank of America
North Carolina
$6.46K -$622K -30,380 -99%
JP Morgan Chase
22
JP Morgan Chase
New York
$1K -$471 -23 -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 -$1.11K -54 -0.3%
1
2

CNF Hedge Fund Activity: Q4 2022 in Review

27 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CNFinance Holdings (CNF) for Q4 2022, worth a combined $11.9M — down 40% from $19.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CNF positions and 2 closed out — a net gain of 2 holders — while 0 added to existing stakes and 10 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $39.6K. The largest seller was Bank of America, cutting an estimated $622K.

  • 27 institutional investors held CNFinance Holdings (CNF) as of Q4 2022, up from 25 in Q3 2022.
  • Funds reported $11.9M of CNFinance Holdings stock for Q4 2022, down 40% quarter-over-quarter.
  • 4 funds opened new CNFinance Holdings positions in Q4 2022 and 2 closed out, a net change of +2 holders.
  • The largest CNFinance Holdings buyer in Q4 2022 was Creative Planning, an estimated $39.6K added.
  • The largest CNFinance Holdings seller in Q4 2022 was Bank of America, an estimated $622K sold.

Based on aggregated 13F filings for Q4 2022.