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CNO Financial Group

224 hedge funds and large institutions have $3.78B invested in CNO Financial Group in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 93 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

20% more capital invested

Capital invested by funds: $3.14B → $3.78B (+$642M)

2% more funds holding

Funds holding: 219224 (+5)

1.52% less ownership

Funds ownership: 98.19%96.67% (-1.5%)

25% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 93

32% less call options, than puts

Call options by funds: $2.36M | Put options by funds: $3.47M

Holders
224
Holders Change
+5
Holders Change %
+2.28%
% of All Funds
6.5%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
27
Increased
70
Reduced
93
Closed
22
Calls
$2.36M
Puts
$3.47M
Net Calls
-$1.11M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$338M -$1.91M -119,105 -0.6%
HCM
2
Huber Capital Management
California
$246M +$12.9M +806,350 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$225M +$8.3M +517,921 +4%
PC
4
Paulson & Co
New York
$220M
CWAM
5
Columbia Wanger Asset Management
Illinois
$213M -$17.2M -1,075,000 -8%
Capital World Investors
6
Capital World Investors
California
$211M
BIT
7
BlackRock Institutional Trust
California
$118M +$12.4M +776,761 +13%
BFA
8
BlackRock Fund Advisors
California
$104M -$3.58M -223,300 -4%
Northern Trust
9
Northern Trust
Illinois
$103M +$2.73M +170,594 +3%
State Street
10
State Street
Massachusetts
$97.6M +$2.34M +146,313 +3%
Goldman Sachs
11
Goldman Sachs
New York
$91.2M +$10.2M +636,996 +14%
Invesco
12
Invesco
Georgia
$88.6M +$1.48M +92,498 +2%
Ameriprise
13
Ameriprise
Minnesota
$76.5M +$8.59M +536,310 +14%
VNIM
14
Vaughan Nelson Investment Management
Texas
$67.8M -$8.73M -544,900 -12%
JP Morgan Chase
15
JP Morgan Chase
New York
$67.5M -$4.39M -274,107 -7%
AR
16
Advisory Research
Illinois
$66.7M +$6.63M +413,868 +12%
Deutsche Bank
17
Deutsche Bank
Germany
$66.6M -$32.2M -2,008,541 -35%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$65.7M -$7.26M -453,300 -11%
GC
19
GW Capital
Washington
$52.1M -$491K -30,673 -1%
Wells Fargo
20
Wells Fargo
California
$48.1M -$177K -11,059 -0.4%
MCM
21
Munder Capital Management
Michigan
$45.8M +$3.85M +240,375 +10%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$43.8M +$340K +21,199 +0.9%
PMG
23
Private Management Group
California
$43.6M -$8.06M -503,106 -17%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$39.1M +$9.62M +600,400 +37%
Norges Bank
25
Norges Bank
Norway
$33.3M -$1.04M -64,641 -3%

CNO Hedge Fund Activity: Q4 2013 in Review

224 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CNO Financial Group (CNO) for Q4 2013, worth a combined $3.78B — up 20% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CNO positions and 22 closed out — a net gain of 5 holders — while 70 added to existing stakes and 93 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $22.1M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $33.8M.

  • 224 institutional investors held CNO Financial Group (CNO) as of Q4 2013, up from 219 in Q3 2013.
  • Funds reported $3.78B of CNO Financial Group stock for Q4 2013, up 20% quarter-over-quarter.
  • 27 funds opened new CNO Financial Group positions in Q4 2013 and 22 closed out, a net change of +5 holders.
  • The largest CNO Financial Group buyer in Q4 2013 was Bank of Montreal, an estimated $22.1M added.
  • The largest CNO Financial Group seller in Q4 2013 was Hotchkis & Wiley Capital Management, an estimated $33.8M sold.

Based on aggregated 13F filings for Q4 2013.