CNF

CNFinance Holdings
CNF

Overview Fund Activity

22 hedge funds and large institutions have $13.3M invested in CNFinance Holdings in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
4
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$120K
2
Bank of America
2
Bank of America
North Carolina
$21.6K
3
Citadel Advisors
3
Citadel Advisors
Florida
$48.1K
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$3K
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$2.22K

Top Sellers

1
AWM
1
Axxcess Wealth Management
California
$0
2
GS
2
Gagnon Securities
New York
$3.54M
3
AAS
3
Avantax Advisory Services
Texas
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$415K
5
UBS Group
5
UBS Group
Switzerland
$2.12K
Name Market Value Shares Shares
Change 		Shares
Change %
PP
1
Paloma Partners
Connecticut
$6.78M 3,053,377 – –
GS
2
Gagnon Securities
New York
$3.54M 1,593,423 -23,443 -1%
GA
3
Gagnon Advisors
New York
$1.74M 784,717 – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$415K 187,048 -3,566 -2%
SC
5
Savant Capital
Illinois
$147K 66,140 – –
JC
6
JBF Capital
Colorado
$134K 60,255 – –
APWM
7
Argonautica Private Wealth Management
Massachusetts
$127K 57,000 – –
Morgan Stanley
8
Morgan Stanley
New York
$120K 53,878 +26,795 +99%
RhumbLine Advisers
9
RhumbLine Advisers
Massachusetts
$70K 31,523 – –
Truist Financial
10
Truist Financial
North Carolina
$67.4K 30,349 – –
Citadel Advisors
11
Citadel Advisors
Florida
$48.1K 21,660 +3,208 +17%
Creative Planning
12
Creative Planning
Kansas
$42.9K 19,320 – –
Bank of New York Mellon
13
Bank of New York Mellon
New York
$24.5K 11,044 – –
THL
14
Tillman Hartley LLC
Colorado
$22.9K 10,298 – –
Bank of America
15
Bank of America
North Carolina
$21.6K 9,730 +9,660 +13,800%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$3K 1,492 +1,492 New
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$2.22K 1,000 +400 +67%
UBS Group
18
UBS Group
Switzerland
$2.12K 953 -40 -4%
MBFW
19
Morton Brown Family Wealth
Pennsylvania
$555 250 – –
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$324 146 – –
AF
21
Allworth Financial
California
$156 70 – –
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$2 1 – –
AWM
23
Axxcess Wealth Management
California
– – -979,098 Closed
AAS
24
Avantax Advisory Services
Texas
– – -10,321 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –