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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
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$277M -$2.07M -144,951 -0.7%
CWAM
2
Columbia Wanger Asset Management
Illinois
$188M -$17.3M -1,213,000 -8%
HCM
3
Huber Capital Management
California
$188M +$4.21M +295,292 +2%
PC
4
Paulson & Co
New York
$179M -$14.3M -1,000,800 -7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$175M +$8M +561,508 +5%
Capital World Investors
6
Capital World Investors
California
$171M
BFA
7
BlackRock Fund Advisors
California
$88.2M +$9.07M +636,734 +12%
BIT
8
BlackRock Institutional Trust
California
$85.1M -$113K -7,956 -0.1%
Deutsche Bank
9
Deutsche Bank
Germany
$83.1M +$65.4M +4,589,713 +389%
Northern Trust
10
Northern Trust
Illinois
$81.5M +$1.16M +81,641 +1%
State Street
11
State Street
Massachusetts
$77.3M +$306K +21,445 +0.4%
Invesco
12
Invesco
Georgia
$70.8M +$2.47M +173,250 +4%
Goldman Sachs
13
Goldman Sachs
New York
$65.1M +$41.1M +2,882,045 +176%
VNIM
14
Vaughan Nelson Investment Management
Texas
$63M +$6.84M +479,950 +12%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$60M -$5.52M -387,561 -9%
JP Morgan Chase
16
JP Morgan Chase
New York
$58.9M -$1.3M -91,522 -2%
Ameriprise
17
Ameriprise
Minnesota
$54.5M +$13.6M +951,891 +34%
AR
18
Advisory Research
Illinois
$48.3M +$6.24M +437,798 +15%
GC
19
GW Capital
Washington
$42.9M -$39.6M -2,779,766 -48%
PMG
20
Private Management Group
California
$42.7M -$1.82M -128,002 -4%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$39.8M -$110M -7,712,200 -74%
Wells Fargo
22
Wells Fargo
California
$39.3M -$2.83M -198,782 -7%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$35.3M -$685K -48,066 -2%
MCM
24
Munder Capital Management
Michigan
$33.9M +$1.08M +76,029 +3%
Norges Bank
25
Norges Bank
Norway
$28M

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.