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CNO Financial Group

219 hedge funds and large institutions have $3.14B invested in CNO Financial Group in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 83 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

54% more call options, than puts

Call options by funds: $2.35M | Put options by funds: $1.53M

8% more funds holding

Funds holding: 202219 (+17)

8% more capital invested

Capital invested by funds: $2.9B → $3.14B (+$239M)

2.61% less ownership

Funds ownership: 100.8%98.19% (-2.6%)

13% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 83

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
219
Holders Change
+17
Holders Change %
+8.42%
% of All Funds
7.1%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
33
Increased
72
Reduced
83
Closed
12
Calls
$2.35M
Puts
$1.53M
Net Calls
+$820K
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
26
Boston Partners
Massachusetts
$25.7M -$7.36M -516,100 -22%
JHIU
27
Janus Henderson Investors US
Colorado
$24.6M -$3.5M -245,335 -13%
OCM
28
Otter Creek Management
Florida
$23.8M -$2.59M -182,000 -10%
LSV Asset Management
29
LSV Asset Management
Illinois
$23.2M -$696K -48,800 -3%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$23.2M -$4.87M -341,700 -17%
SCA
31
STALEY CAPITAL ADVISERS
Pennsylvania
$23M -$16.6M -1,163,580 -42%
Citigroup
32
Citigroup
New York
$22.6M +$20.4M +1,428,511 +1,025%
Federated Hermes
33
Federated Hermes
Pennsylvania
$20.6M -$2.75M -193,097 -12%
EAM
34
Eagle Asset Management
Florida
$19.9M -$4.84M -339,769 -20%
WCM Investment Management
35
WCM Investment Management
California
$19.5M +$658K +46,201 +4%
TCIM
36
TIAA CREF Investment Management
New York
$19.4M +$4.23M +296,887 +28%
American Century Companies
37
American Century Companies
Missouri
$18.6M +$5.53M +388,259 +43%
KCM
38
Kennedy Capital Management
Missouri
$17.7M -$2.28M -160,029 -12%
Alyeska Investment Group
39
Alyeska Investment Group
Illinois
$16.2M -$4.63M -325,000 -22%
Principal Financial Group
40
Principal Financial Group
Iowa
$15.3M +$14.2M +999,603 +1,513%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$15M +$1.53M +107,200 +11%
TA
42
Teachers Advisors
New York
$14.9M -$293K -20,550 -2%
William Blair & Company
43
William Blair & Company
Illinois
$14.9M +$354K +24,850 +2%
Franklin Resources
44
Franklin Resources
California
$14.4M -$69.6M -4,880,827 -83%
Harris Associates
45
Harris Associates
Illinois
$14.3M -$1.82M -127,500 -11%
GC
46
GMT Capital
Georgia
$14.1M +$12.6M +885,500 +977%
Geode Capital Management
47
Geode Capital Management
Massachusetts
$13.8M +$1.06M +74,498 +8%
Charles Schwab
48
Charles Schwab
California
$13.8M +$2.05M +143,735 +18%
Citadel Advisors
49
Citadel Advisors
Florida
$13M -$4.17M -292,894 -25%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$12.7M +$18.2K +1,274 +0.1%

CNO Hedge Fund Activity: Q3 2013 in Review

219 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in CNO Financial Group (CNO) for Q3 2013, worth a combined $3.14B — up 8.2% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CNO positions and 12 closed out — a net gain of 21 holders — while 72 added to existing stakes and 83 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $65.4M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $110M.

  • 219 institutional investors held CNO Financial Group (CNO) as of Q3 2013, up from 202 in Q2 2013.
  • Funds reported $3.14B of CNO Financial Group stock for Q3 2013, up 8.2% quarter-over-quarter.
  • 33 funds opened new CNO Financial Group positions in Q3 2013 and 12 closed out, a net change of +21 holders.
  • The largest CNO Financial Group buyer in Q3 2013 was Deutsche Bank, an estimated $65.4M added.
  • The largest CNO Financial Group seller in Q3 2013 was Hotchkis & Wiley Capital Management, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2013.