We are live on ! Find out more
CNF

CNFinance Holdings
CNF

23 hedge funds and large institutions have $23.3M invested in CNFinance Holdings in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

35% more capital invested

Capital invested by funds: $17.2M → $23.3M (+$6.04M)

10% more funds holding

Funds holding: 21 → 23 (+2)

0.01% more ownership

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

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
2
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
Axxcess Wealth Management
California
+$2.76M
2
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
+$88.8K
3
State Street
State Street
Massachusetts
+$27.3K
4
TRCT
Tower Research Capital (TRC)
New York
+$507
5
Osaic Holdings
Osaic Holdings
Arizona
+$169

Top Sellers

Rank Fund Capital Flow
1
GS
Gagnon Securities
New York
-$35.6K
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3K
3
UBS Group
UBS Group
Switzerland
-$592
4
Morgan Stanley
Morgan Stanley
New York
-$563
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$535
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1
Paloma Partners
Connecticut
$8.92M – – –
AWM
2
Axxcess Wealth Management
California
$5.72M +$2.76M +97,910 +100%
GS
3
Gagnon Securities
New York
$4.76M -$35.6K -1,262 -0.8%
GA
4
Gagnon Advisors
New York
$2.29M – – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$557K -$535 -19 -0.1%
SC
6
Savant Capital
Illinois
$193K – – –
JC
7
JBF Capital
Colorado
$176K – – –
APWM
8
Argonautica Private Wealth Management
Massachusetts
$167K – – –
RhumbLine Advisers
9
RhumbLine Advisers
Massachusetts
$92.1K +$88.8K +3,152 New
Truist Financial
10
Truist Financial
North Carolina
$88.7K – – –
Morgan Stanley
11
Morgan Stanley
New York
$79.7K -$563 -20 -0.7%
State Street
12
State Street
Massachusetts
$65.2K +$27.3K +970 +77%
Creative Planning
13
Creative Planning
Kansas
$56.5K – – –
Bank of New York Mellon
14
Bank of New York Mellon
New York
$32.3K – – –
THL
15
Tillman Hartley LLC
Colorado
$30.1K – – –
BlackRock
16
BlackRock
New York
$24.5K – – –
UBS Group
17
UBS Group
Switzerland
$2.79K -$592 -21 -18%
MBFW
18
Morton Brown Family Wealth
Pennsylvania
$731 – – –
TRCT
19
Tower Research Capital (TRC)
New York
$511 +$507 +18 New
AF
20
Allworth Financial
California
$205 – – –
Bank of America
21
Bank of America
North Carolina
$205 – – –
Osaic Holdings
22
Osaic Holdings
Arizona
$185 +$169 +6 New
CJL
23
Cyrus J. Lawrence
New York
$58 – – –
JP Morgan Chase
24
JP Morgan Chase
New York
$3 – – –
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
– -$3K -143 Closed

CNF Hedge Fund Activity: Q2 2023 in Review

23 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in CNFinance Holdings (CNF) for Q2 2023, worth a combined $23.3M — up 35% from $17.2M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CNF positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 4 trimmed.

The largest buyer was Axxcess Wealth Management, adding an estimated $2.76M. The largest seller was Gagnon Securities, cutting an estimated $35.6K.

  • 23 institutional investors held CNFinance Holdings (CNF) as of Q2 2023, up from 21 in Q1 2023.
  • Funds reported $23.3M of CNFinance Holdings stock for Q2 2023, up 35% quarter-over-quarter.
  • 3 funds opened new CNFinance Holdings positions in Q2 2023 and 1 closed out, a net change of +2 holders.
  • The largest CNFinance Holdings buyer in Q2 2023 was Axxcess Wealth Management, an estimated $2.76M added.
  • The largest CNFinance Holdings seller in Q2 2023 was Gagnon Securities, an estimated $35.6K sold.

Based on aggregated 13F filings for Q2 2023.