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CNF

CNFinance Holdings

21 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.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

0.01% less ownership

Funds ownership: 0.05%0.04% (-0.01%)

9% less funds holding

Funds holding: 2321 (-2)

50% less capital invested

Capital invested by funds: $26.4M → $13.3M (-$13.1M)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.31%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1
Paloma Partners
Connecticut
$6.78M
GS
2
Gagnon Securities
New York
$3.54M -$59.9K -2,345 -1%
GA
3
Gagnon Advisors
New York
$1.74M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$415K -$9.09K -356 -2%
SC
5
Savant Capital
Illinois
$147K
JC
6
JBF Capital
Colorado
$134K
APWM
7
Argonautica Private Wealth Management
Massachusetts
$127K
Morgan Stanley
8
Morgan Stanley
New York
$120K +$68.4K +2,680 +99%
RhumbLine Advisers
9
RhumbLine Advisers
Massachusetts
$70K
Truist Financial
10
Truist Financial
North Carolina
$67.4K
Citadel Advisors
11
Citadel Advisors
Florida
$48.1K +$8.19K +321 +17%
Creative Planning
12
Creative Planning
Kansas
$42.9K
Bank of New York Mellon
13
Bank of New York Mellon
New York
$24.5K
THL
14
Tillman Hartley LLC
Colorado
$22.9K
Bank of America
15
Bank of America
North Carolina
$21.6K +$24.7K +966 +13,800%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$3K +$3.8K +149 New
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$2.22K +$1.02K +40 +67%
UBS Group
18
UBS Group
Switzerland
$2.12K -$102 -4 -4%
MBFW
19
Morton Brown Family Wealth
Pennsylvania
$555
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$324
AF
21
Allworth Financial
California
$156
JP Morgan Chase
22
JP Morgan Chase
New York
$2
AWM
23
Axxcess Wealth Management
California
-$3.7M -97,910 Closed
AAS
24
Avantax Advisory Services
Texas
-$39K -1,032 Closed

CNF Hedge Fund Activity: Q4 2023 in Review

21 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CNFinance Holdings (CNF) for Q4 2023, worth a combined $13.3M — down 50% from $26.4M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of CNF and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 4 added.

The largest buyer was Morgan Stanley, adding an estimated $68.4K. The largest seller was Axxcess Wealth Management, exiting entirely with an estimated $3.7M sold.

  • 21 institutional investors held CNFinance Holdings (CNF) as of Q4 2023, down from 23 in Q3 2023.
  • Funds reported $13.3M of CNFinance Holdings stock for Q4 2023, down 50% quarter-over-quarter.
  • 1 fund opened new CNFinance Holdings positions in Q4 2023 and 2 closed out, a net change of -1 holder.
  • The largest CNFinance Holdings buyer in Q4 2023 was Morgan Stanley, an estimated $68.4K added.
  • The largest CNFinance Holdings seller in Q4 2023 was Axxcess Wealth Management, an estimated $3.7M sold.

Based on aggregated 13F filings for Q4 2023.