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CNF

CNFinance Holdings

23 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.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $23.3M → $26.4M (+$3.15M)

0% more funds holding

Funds holding: 2323 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.01% less ownership

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

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.37%
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 Holding Trade Value Shares
Change
Change in
Stake
PP
1
Paloma Partners
Connecticut
$11.5M
GS
2
Gagnon Securities
New York
$6.11M -$40.5K -1,260 -0.8%
AWM
3
Axxcess Wealth Management
California
$3.7M -$3.15M -97,910 -50%
GA
4
Gagnon Advisors
New York
$2.97M
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$720K
SC
6
Savant Capital
Illinois
$250K
JC
7
JBF Capital
Colorado
$228K
APWM
8
Argonautica Private Wealth Management
Massachusetts
$215K
RhumbLine Advisers
9
RhumbLine Advisers
Massachusetts
$119K
Truist Financial
10
Truist Financial
North Carolina
$115K
Morgan Stanley
11
Morgan Stanley
New York
$102K -$643 -20 -0.7%
CJL
12
Cyrus J. Lawrence
New York
$75K
Creative Planning
13
Creative Planning
Kansas
$73K
Citadel Advisors
14
Citadel Advisors
Florida
$69.7K +$59.3K +1,845 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$41.7K
AAS
16
Avantax Advisory Services
Texas
$39K +$33.2K +1,032 New
THL
17
Tillman Hartley LLC
Colorado
$38.9K
UBS Group
18
UBS Group
Switzerland
$3.75K +$129 +4 +4%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$2.27K +$1.93K +60 New
MBFW
20
Morton Brown Family Wealth
Pennsylvania
$945
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$552 +$482 +15 New
AF
22
Allworth Financial
California
$265
Bank of America
23
Bank of America
North Carolina
$265
JP Morgan Chase
24
JP Morgan Chase
New York
$4
State Street
25
State Street
Massachusetts
-$65.2K -2,230 Closed

CNF Hedge Fund Activity: Q3 2023 in Review

23 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CNFinance Holdings (CNF) for Q3 2023, worth a combined $26.4M — up 14% from $23.3M a quarter earlier.

Fund positioning in CNF was balanced in Q3 2023: 4 funds opened new positions, 4 closed out, 1 added to existing stakes and 3 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $59.3K. The largest seller was Axxcess Wealth Management, cutting an estimated $3.15M.

  • 23 institutional investors held CNFinance Holdings (CNF) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $26.4M of CNFinance Holdings stock for Q3 2023, up 14% quarter-over-quarter.
  • 4 funds opened new CNFinance Holdings positions in Q3 2023 and 4 closed out, a net change of 0 holders.
  • The largest CNFinance Holdings buyer in Q3 2023 was Citadel Advisors, an estimated $59.3K added.
  • The largest CNFinance Holdings seller in Q3 2023 was Axxcess Wealth Management, an estimated $3.15M sold.

Based on aggregated 13F filings for Q3 2023.