We are live on ! Find out more
CNF

CNFinance Holdings

23 hedge funds and large institutions have $12.2M invested in CNFinance Holdings in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

10% more funds holding

Funds holding: 2123 (+2)

0% less ownership

Funds ownership: 0.04%0.04% (-0%)

8% less capital invested

Capital invested by funds: $13.3M → $12.2M (-$1.09M)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
1
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
$6.32M
GS
2
Gagnon Securities
New York
$3.17M -$132K -6,048 -4%
GA
3
Gagnon Advisors
New York
$1.62M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$387K
SC
5
Savant Capital
Illinois
$137K
JC
6
JBF Capital
Colorado
$125K
APWM
7
Argonautica Private Wealth Management
Massachusetts
$118K
RhumbLine Advisers
8
RhumbLine Advisers
Massachusetts
$65.3K
Truist Financial
9
Truist Financial
North Carolina
$62.8K
Morgan Stanley
10
Morgan Stanley
New York
$50.1K -$64.9K -2,968 -55%
CJL
11
Cyrus J. Lawrence
New York
$41K +$44K +2,009 New
Creative Planning
12
Creative Planning
Kansas
$40K
Bank of New York Mellon
13
Bank of New York Mellon
New York
$22.9K
THL
14
Tillman Hartley LLC
Colorado
$21.3K
Bank of America
15
Bank of America
North Carolina
$20.1K
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$2.72K +$2.93K +134 New
UBS Group
17
UBS Group
Switzerland
$2.12K +$153 +7 +7%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$1.86K -$219 -10 -10%
JP Morgan Chase
19
JP Morgan Chase
New York
$538 +$569 +26 New
MBFW
20
Morton Brown Family Wealth
Pennsylvania
$518
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$302
AF
22
Allworth Financial
California
$145
EWA
23
EverSource Wealth Advisors
Alabama
$74 +$88 +4 New
Citadel Advisors
24
Citadel Advisors
Florida
-$48.1K -2,166 Closed
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
-$3K -149 Closed