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CNF

CNFinance Holdings

22 hedge funds and large institutions have $9.39M invested in CNFinance Holdings in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less ownership

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

4% less funds holding

Funds holding: 2322 (-1)

23% less capital invested

Capital invested by funds: $12.2M → $9.39M (-$2.82M)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

67% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 6

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
2
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1
Paloma Partners
Connecticut
$4.95M
GS
2
Gagnon Securities
New York
$2.46M -$21.9K -1,261 -0.8%
GA
3
Gagnon Advisors
New York
$1.27M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$302K -$1.22K -70 -0.4%
SC
5
Savant Capital
Illinois
$107K
APWM
6
Argonautica Private Wealth Management
Massachusetts
$92.3K
RhumbLine Advisers
7
RhumbLine Advisers
Massachusetts
$50.1K -$1.06K -61 -2%
Morgan Stanley
8
Morgan Stanley
New York
$35.8K -$3.68K -212 -9%
Truist Financial
9
Truist Financial
North Carolina
$33K -$17.4K -1,000 -33%
Creative Planning
10
Creative Planning
Kansas
$31.3K
Bank of New York Mellon
11
Bank of New York Mellon
New York
$17.9K +$17 +1 +0.1%
THL
12
Tillman Hartley LLC
Colorado
$16.7K
Bank of America
13
Bank of America
North Carolina
$15.8K
UBS Group
14
UBS Group
Switzerland
$4.44K +$2.98K +172 +169%
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$2.09K
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$1.3K -$174 -10 -11%
Osaic Holdings
17
Osaic Holdings
Arizona
$729 +$781 +45 New
JP Morgan Chase
18
JP Morgan Chase
New York
$421
MBFW
19
Morton Brown Family Wealth
Pennsylvania
$280
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$237
AF
21
Allworth Financial
California
$77
EWA
22
EverSource Wealth Advisors
Alabama
$43
JC
23
JBF Capital
Colorado
-$125K -6,026 Closed
CJL
24
Cyrus J. Lawrence
New York
-$41K -2,009 Closed