CNF

CNFinance Holdings
CNF

Overview Fund Activity

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

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
2
Increased
3
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Axxcess Wealth Management
California
$5.72M
2
RhumbLine Advisers
2
RhumbLine Advisers
Massachusetts
$92.1K
3
State Street
3
State Street
Massachusetts
$65.2K
4
TRCT
4
Tower Research Capital (TRC)
New York
$511
5
Osaic Holdings
5
Osaic Holdings
Arizona
$185

Top Sellers

1
GS
1
Gagnon Securities
New York
$4.76M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$0
3
UBS Group
3
UBS Group
Switzerland
$2.79K
4
Morgan Stanley
4
Morgan Stanley
New York
$79.7K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$557K
Name Market Value Shares Shares
Change 		Shares
Change %
PP
1
Paloma Partners
Connecticut
$8.92M 3,053,377 – –
AWM
2
Axxcess Wealth Management
California
$5.72M 1,958,196 +979,098 +100%
GS
3
Gagnon Securities
New York
$4.76M 1,629,468 -12,621 -0.8%
GA
4
Gagnon Advisors
New York
$2.29M 784,717 – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$557K 190,614 -188 -0.1%
SC
6
Savant Capital
Illinois
$193K 66,140 – –
JC
7
JBF Capital
Colorado
$176K 60,255 – –
APWM
8
Argonautica Private Wealth Management
Massachusetts
$167K 57,000 – –
RhumbLine Advisers
9
RhumbLine Advisers
Massachusetts
$92.1K 31,523 +31,523 New
Truist Financial
10
Truist Financial
North Carolina
$88.7K 30,349 – –
Morgan Stanley
11
Morgan Stanley
New York
$79.7K 27,283 -200 -0.7%
State Street
12
State Street
Massachusetts
$65.2K 22,300 +9,700 +77%
Creative Planning
13
Creative Planning
Kansas
$56.5K 19,320 – –
Bank of New York Mellon
14
Bank of New York Mellon
New York
$32.3K 11,044 – –
THL
15
Tillman Hartley LLC
Colorado
$30.1K 10,298 – –
BlackRock
16
BlackRock
New York
$24.5K 8,379 – –
UBS Group
17
UBS Group
Switzerland
$2.79K 953 -202 -17%
MBFW
18
Morton Brown Family Wealth
Pennsylvania
$731 250 – –
TRCT
19
Tower Research Capital (TRC)
New York
$511 175 +174 +17,400%
AF
20
Allworth Financial
California
$205 70 – –
Bank of America
21
Bank of America
North Carolina
$205 70 – –
Osaic Holdings
22
Osaic Holdings
Arizona
$185 60 +60 New
CJL
23
Cyrus J. Lawrence
New York
$58 20,086 – –
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$3 1 – –
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
– – -1,431 Closed
1
2