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CNO Financial Group

264 hedge funds and large institutions have $2.96B invested in CNO Financial Group in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 70 increasing their positions, 102 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

964% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $165K

254% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 13

17% more capital invested

Capital invested by funds: $2.53B → $2.96B (+$422M)

13% more funds holding

Funds holding: 234264 (+30)

0.84% more ownership

Funds ownership: 93.59%94.44% (+0.84%)

31% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 102

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
264
Holders Change
+30
Holders Change %
+12.82%
% of All Funds
3.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
46
Increased
70
Reduced
102
Closed
13
Calls
$1.75M
Puts
$165K
Net Calls
+$1.59M
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
26
Paradice Investment Management
Colorado
$20.2M -$40.5M -1,609,581 -69%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$19.5M +$1.27M +50,602 +8%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$19.4M -$8.2M -325,714 -32%
Invesco
29
Invesco
Georgia
$18.5M -$1.51M -59,919 -8%
EIP
30
Easterly Investment Partners
Massachusetts
$18.4M -$96.3K -3,822 -0.6%
Assenagon Asset Management
31
Assenagon Asset Management
Luxembourg
$16.4M +$7.32M +290,585 +98%
BFA
32
Bragg Financial Advisors
North Carolina
$15.3M +$24.1K +957 +0.2%
JP Morgan Chase
33
JP Morgan Chase
New York
$15M +$88.4K +3,508 +0.7%
N
34
Nuveen
North Carolina
$13.2M +$27.9K +1,108 +0.2%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$13.1M +$222K +8,816 +2%
Federated Hermes
36
Federated Hermes
Pennsylvania
$12.9M +$198K +7,864 +2%
Retirement Systems of Alabama
37
Retirement Systems of Alabama
Alabama
$10.6M +$9.54M +378,788 New
Millennium Management
38
Millennium Management
New York
$10.2M -$10.6M -421,257 -53%
Barclays
39
Barclays
United Kingdom
$8.42M +$4.52M +179,461 +147%
BA
40
Bridgewater Associates
Connecticut
$8.18M -$704K -27,949 -9%
VOYA Investment Management
41
VOYA Investment Management
Georgia
$8.12M -$166K -6,591 -2%
AIMCA
42
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.89M -$4.79M -190,151 -40%
BGIM
43
Brandywine Global Investment Management
Pennsylvania
$7.21M -$636K -25,232 -9%
AllianceBernstein
44
AllianceBernstein
Tennessee
$7.04M -$36.3K -1,439 -0.6%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$6.63M -$1.75M -69,361 -23%
Swiss National Bank
46
Swiss National Bank
Switzerland
$6.21M -$736K -29,200 -12%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$5.84M -$130K -5,147 -2%
AIG
48
American International Group
New York
$5.76M -$221K -8,779 -4%
HCM
49
Huber Capital Management
California
$5.28M -$2.48M -98,572 -34%
RC
50
RBF Capital
California
$5.16M

CNO Hedge Fund Activity: Q4 2023 in Review

264 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CNO Financial Group (CNO) for Q4 2023, worth a combined $2.96B — up 17% from $2.53B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new CNO positions and 13 closed out — a net gain of 33 holders — while 70 added to existing stakes and 102 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $59.2M. The largest seller was Paradice Investment Management, cutting an estimated $40.5M.

  • 264 institutional investors held CNO Financial Group (CNO) as of Q4 2023, up from 234 in Q3 2023.
  • Funds reported $2.96B of CNO Financial Group stock for Q4 2023, up 17% quarter-over-quarter.
  • 46 funds opened new CNO Financial Group positions in Q4 2023 and 13 closed out, a net change of +33 holders.
  • The largest CNO Financial Group buyer in Q4 2023 was Morgan Stanley, an estimated $59.2M added.
  • The largest CNO Financial Group seller in Q4 2023 was Paradice Investment Management, an estimated $40.5M sold.

Based on aggregated 13F filings for Q4 2023.