CNF

CNFinance Holdings
CNF

Overview Fund Activity

23 hedge funds and large institutions have $17.2M invested in CNFinance Holdings in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
23
Holders Change
-4
Holders Change %
-14.81%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$163K
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$3K

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
Truist Financial
2
Truist Financial
North Carolina
$75K
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$470K
5
Citigroup
5
Citigroup
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
1
Paloma Partners
Connecticut
$7.54M – – –
GS
2
Gagnon Securities
New York
$4.06M -$7.4K -2,997 -0.2%
AWM
3
Axxcess Wealth Management
California
$2.42M – – –
GA
4
Gagnon Advisors
New York
$1.94M – – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$470K -$28.1K -11,400 -6%
SC
6
Savant Capital
Illinois
$163K +$163K +66,140 New
JC
7
JBF Capital
Colorado
$149K – – –
APWM
8
Argonautica Private Wealth Management
Massachusetts
$141K – – –
Truist Financial
9
Truist Financial
North Carolina
$75K -$75.8K -30,669 -50%
Morgan Stanley
10
Morgan Stanley
New York
$67.9K -$3.65K -1,479 -5%
CJL
11
Cyrus J. Lawrence
New York
$50K – – –
Creative Planning
12
Creative Planning
Kansas
$47.7K – – –
State Street
13
State Street
Massachusetts
$31.1K – – –
Bank of New York Mellon
14
Bank of New York Mellon
New York
$27.3K – – –
THL
15
Tillman Hartley LLC
Colorado
$25.4K – – –
BlackRock
16
BlackRock
New York
$20.7K -$195 -79 -0.9%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$3K +$2.92K +1,394 +3,768%
UBS Group
18
UBS Group
Switzerland
$2.85K -$15.3K -6,182 -84%
MBFW
19
Morton Brown Family Wealth
Pennsylvania
$618 – – –
Bank of America
20
Bank of America
North Carolina
$173 -$9.16K -3,708 -98%
AF
21
Allworth Financial
California
$173 – – –
Fidelity International
22
Fidelity International
Bermuda
– -$247K -154,449 Closed
Goldman Sachs
23
Goldman Sachs
New York
– -$64.3K -37,629 Closed
Citigroup
24
Citigroup
New York
– -$22.5K -13,138 Closed
Millennium Management
25
Millennium Management
New York
– -$17K -10,151 Closed
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