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Cannae Holdings

222 hedge funds and large institutions have $2.9B invested in Cannae Holdings in 2020 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 64 increasing their positions, 71 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,032% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $432K

10% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 71

1.69% less ownership

Funds ownership: 87.45%85.76% (-1.7%)

5% less funds holding

Funds holding: 233222 (-11)

10% less capital invested

Capital invested by funds: $3.22B → $2.9B (-$325M)

20% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 50

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
222
Holders Change
-11
Holders Change %
-4.72%
% of All Funds
4.48%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.14%
New
40
Increased
64
Reduced
71
Closed
50
Calls
$4.89M
Puts
$432K
Net Calls
+$4.46M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$15.6M +$1.38M +36,287 +9%
Goldman Sachs
27
Goldman Sachs
New York
$15.3M -$499K -13,154 -3%
BCP
28
Bayberry Capital Partners
New York
$15.1M -$765K -20,180 -5%
GLA
29
Great Lakes Advisors
Illinois
$14.1M +$6.02M +158,745 +72%
JG
30
Jefferies Group
New York
$13.4M +$3.42M +90,164 +33%
Capital International Investors
31
Capital International Investors
California
$13.2M
AR
32
Advisory Research
Illinois
$13.1M -$4.21M -111,023 -24%
Invesco
33
Invesco
Georgia
$12.9M -$191K -5,048 -1%
CGA
34
Crescent Grove Advisors
Illinois
$11.1M
DCP
35
Durable Capital Partners
Maryland
$11M -$29.7M -782,469 -73%
Loomis, Sayles & Company
36
Loomis, Sayles & Company
Massachusetts
$10.7M +$226K +5,970 +2%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$10.2M -$279K -7,356 -3%
Wells Fargo
38
Wells Fargo
California
$10M -$2.58M -67,983 -20%
Comerica Bank
39
Comerica Bank
Texas
$9.04M -$2.93M -77,246 -25%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.91M +$7.24M +190,896 +396%
Bank of America
41
Bank of America
North Carolina
$8.63M +$5.29M +139,406 +151%
CC
42
Carlson Capital
Texas
$8.41M +$5.34M +140,720 +166%
PCM
43
Poehling Capital Management
Wisconsin
$8.07M +$377K +9,935 +5%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$7.37M +$1.1M +28,982 +17%
Swiss National Bank
45
Swiss National Bank
Switzerland
$6.84M +$72.1K +1,900 +1%
Assenagon Asset Management
46
Assenagon Asset Management
Luxembourg
$6.35M +$5.15M +135,710 +391%
EMFAT
47
Emerald Mutual Fund Advisers Trust
Pennsylvania
$6.33M -$1.69M -44,575 -21%
American Century Companies
48
American Century Companies
Missouri
$6.21M -$896K -23,621 -12%
LCM
49
Lionstone Capital Management
New York
$6.2M
Man Group
50
Man Group
United Kingdom
$6.05M +$2.55M +67,337 +71%

CNNE Hedge Fund Activity: Q3 2020 in Review

222 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Cannae Holdings (CNNE) for Q3 2020, worth a combined $2.9B — down 10% from $3.22B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of CNNE and 40 opened new positions — a net loss of 10 holders — while 71 trimmed existing stakes and 64 added.

The largest buyer was Capital World Investors, adding an estimated $150M. The largest seller was Fidelity Investments, cutting an estimated $39.6M.

  • 222 institutional investors held Cannae Holdings (CNNE) as of Q3 2020, down from 233 in Q2 2020.
  • Funds reported $2.9B of Cannae Holdings stock for Q3 2020, down 10% quarter-over-quarter.
  • 40 funds opened new Cannae Holdings positions in Q3 2020 and 50 closed out, a net change of -10 holders.
  • The largest Cannae Holdings buyer in Q3 2020 was Capital World Investors, an estimated $150M added.
  • The largest Cannae Holdings seller in Q3 2020 was Fidelity Investments, an estimated $39.6M sold.

Based on aggregated 13F filings for Q3 2020.