CNF

CNFinance Holdings

24 hedge funds and large institutions have $26.4M invested in CNFinance Holdings in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
1
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PP
1
Paloma Partners
Connecticut
$11.5M 3,053,377
GS
2
Gagnon Securities
New York
$6.11M 1,616,866 -12,602 -0.8%
AWM
3
Axxcess Wealth Management
California
$3.7M 979,098 -979,098 -50%
GA
4
Gagnon Advisors
New York
$2.97M 784,717
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$720K 190,614
SC
6
Savant Capital
Illinois
$250K 66,140
JC
7
JBF Capital
Colorado
$228K 60,255
APWM
8
Argonautica Private Wealth Management
Massachusetts
$215K 57,000
RhumbLine Advisers
9
RhumbLine Advisers
Massachusetts
$119K 31,523
Truist Financial
10
Truist Financial
North Carolina
$115K 30,349
Morgan Stanley
11
Morgan Stanley
New York
$102K 27,083 -200 -0.7%
CJL
12
Cyrus J. Lawrence
New York
$75K 20,086
Creative Planning
13
Creative Planning
Kansas
$73K 19,320
Citadel Advisors
14
Citadel Advisors
Florida
$69.7K 18,452 +18,452 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$41.7K 11,044
AAS
16
Avantax Advisory Services
Texas
$39K 10,321 +10,321 New
THL
17
Tillman Hartley LLC
Colorado
$38.9K 10,298
UBS Group
18
UBS Group
Switzerland
$3.75K 993 +40 +4%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$2.27K 600 +600 New
MBFW
20
Morton Brown Family Wealth
Pennsylvania
$945 250
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$552 146 +146 New
AF
22
Allworth Financial
California
$265 70
Bank of America
23
Bank of America
North Carolina
$265 70
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$4 1
State Street
25
State Street
Massachusetts
-22,300 Closed