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CNO Financial Group

235 hedge funds and large institutions have $3.89B invested in CNO Financial Group in 2014 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 82 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

72% more call options, than puts

Call options by funds: $4.28M | Put options by funds: $2.49M

5% more funds holding

Funds holding: 224235 (+11)

1.26% more ownership

Funds ownership: 96.67%97.93% (+1.3%)

4% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 82

3% more capital invested

Capital invested by funds: $3.78B → $3.89B (+$103M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
235
Holders Change
+11
Holders Change %
+4.91%
% of All Funds
6.79%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.2%
New
30
Increased
85
Reduced
82
Closed
17
Calls
$4.28M
Puts
$2.49M
Net Calls
+$1.78M
Net Calls Change
+$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$339M -$6.88M -382,730 -2%
HCM
2
Huber Capital Management
California
$256M +$4.82M +268,184 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$236M +$6.24M +347,020 +3%
PC
4
Paulson & Co
New York
$226M
Capital World Investors
5
Capital World Investors
California
$215M
CWAM
6
Columbia Wanger Asset Management
Illinois
$212M -$5.57M -310,000 -3%
BIT
7
BlackRock Institutional Trust
California
$126M +$4.86M +270,276 +4%
Northern Trust
8
Northern Trust
Illinois
$111M +$4.98M +276,696 +5%
BFA
9
BlackRock Fund Advisors
California
$106M -$475K -26,438 -0.4%
Goldman Sachs
10
Goldman Sachs
New York
$98.3M +$4.96M +276,007 +5%
State Street
11
State Street
Massachusetts
$94.3M -$5.5M -305,748 -6%
AR
12
Advisory Research
Illinois
$85.1M +$16.8M +934,381 +25%
Invesco
13
Invesco
Georgia
$84.1M -$6.49M -360,664 -7%
JP Morgan Chase
14
JP Morgan Chase
New York
$84M +$14.9M +828,600 +22%
Ameriprise
15
Ameriprise
Minnesota
$74M -$4.18M -232,598 -5%
VNIM
16
Vaughan Nelson Investment Management
Texas
$70.5M +$1.13M +62,775 +2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$67.5M +$259K +14,400 +0.4%
Deutsche Bank
18
Deutsche Bank
Germany
$65.1M -$2.96M -164,445 -4%
GC
19
GW Capital
Washington
$59M +$5.66M +314,794 +11%
Wells Fargo
20
Wells Fargo
California
$56.7M +$7.47M +415,375 +15%
Charles Schwab
21
Charles Schwab
California
$53.6M +$23.8M +1,325,614 +81%
MCM
22
Munder Capital Management
Michigan
$48M +$1.13M +62,723 +2%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$43.2M +$3.15M +175,381 +8%
PMG
24
Private Management Group
California
$38.8M -$5.74M -318,958 -13%
Norges Bank
25
Norges Bank
Norway
$34.1M

CNO Hedge Fund Activity: Q1 2014 in Review

235 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in CNO Financial Group (CNO) for Q1 2014, worth a combined $3.89B — up 2.7% from $3.78B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CNO positions and 17 closed out — a net gain of 13 holders — while 85 added to existing stakes and 82 trimmed.

The largest buyer was Westfield Capital Management, opening a new position worth an estimated $31.7M. The largest seller was Citadel Advisors, cutting an estimated $22.6M.

  • 235 institutional investors held CNO Financial Group (CNO) as of Q1 2014, up from 224 in Q4 2013.
  • Funds reported $3.89B of CNO Financial Group stock for Q1 2014, up 2.7% quarter-over-quarter.
  • 30 funds opened new CNO Financial Group positions in Q1 2014 and 17 closed out, a net change of +13 holders.
  • The largest CNO Financial Group buyer in Q1 2014 was Westfield Capital Management, an estimated $31.7M added.
  • The largest CNO Financial Group seller in Q1 2014 was Citadel Advisors, an estimated $22.6M sold.

Based on aggregated 13F filings for Q1 2014.