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CNO Financial Group

222 hedge funds and large institutions have $3.22B invested in CNO Financial Group in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 60 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,755% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $77K

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

4% more funds holding

Funds holding: 214222 (+8)

0.57% more ownership

Funds ownership: 100.69%101.26% (+0.57%)

10% less capital invested

Capital invested by funds: $3.56B → $3.22B (-$340M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

33% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 89

Holders
222
Holders Change
+8
Holders Change %
+3.74%
% of All Funds
5.92%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
30
Increased
60
Reduced
89
Closed
21
Calls
$1.43M
Puts
$77K
Net Calls
+$1.35M
Net Calls Change
+$771K
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$301M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$248M -$17.5M -1,004,034 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$228M +$2.07M +118,972 +0.9%
BFA
4
BlackRock Fund Advisors
California
$157M -$4.66M -267,736 -3%
JP Morgan Chase
5
JP Morgan Chase
New York
$139M -$779K -44,766 -0.6%
HCM
6
Huber Capital Management
California
$133M -$12M -688,176 -8%
Boston Partners
7
Boston Partners
Massachusetts
$123M +$106M +6,078,412 +771%
State Street
8
State Street
Massachusetts
$120M -$1.98M -113,745 -2%
BIT
9
BlackRock Institutional Trust
California
$100M +$92.3K +5,306 +0.1%
Goldman Sachs
10
Goldman Sachs
New York
$95.4M -$206K -11,825 -0.2%
Northern Trust
11
Northern Trust
Illinois
$90.3M +$722K +41,462 +0.8%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$81.8M -$11.6M -665,900 -13%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$66.9M -$1.73M -99,429 -3%
Invesco
14
Invesco
Georgia
$62.6M -$5.01M -287,850 -8%
AllianceBernstein
15
AllianceBernstein
Tennessee
$60.9M -$38.3M -2,197,910 -39%
Wells Fargo
16
Wells Fargo
California
$56.8M -$2.7M -155,126 -5%
LSV Asset Management
17
LSV Asset Management
Illinois
$52.2M +$1.58M +90,808 +3%
Victory Capital Management
18
Victory Capital Management
Texas
$49.7M -$10.9M -628,528 -18%
Ameriprise
19
Ameriprise
Minnesota
$48.5M -$15.3M -880,716 -25%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$46.2M +$9.46M +543,796 +27%
CWAM
21
Columbia Wanger Asset Management
Illinois
$45.2M -$51.7M -2,972,829 -54%
VNIM
22
Vaughan Nelson Investment Management
Texas
$44.4M -$10.3M -591,375 -19%
PIM
23
Paradice Investment Management
Colorado
$43M +$2.19M +126,103 +6%
Deutsche Bank
24
Deutsche Bank
Germany
$43M -$4.07M -233,775 -9%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41M +$32.5M +1,865,192 +512%

CNO Hedge Fund Activity: Q1 2016 in Review

222 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in CNO Financial Group (CNO) for Q1 2016, worth a combined $3.22B — down 9.5% from $3.56B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CNO positions and 21 closed out — a net gain of 9 holders — while 60 added to existing stakes and 89 trimmed.

The largest buyer was Boston Partners, adding an estimated $106M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $51.7M.

  • 222 institutional investors held CNO Financial Group (CNO) as of Q1 2016, up from 214 in Q4 2015.
  • Funds reported $3.22B of CNO Financial Group stock for Q1 2016, down 9.5% quarter-over-quarter.
  • 30 funds opened new CNO Financial Group positions in Q1 2016 and 21 closed out, a net change of +9 holders.
  • The largest CNO Financial Group buyer in Q1 2016 was Boston Partners, an estimated $106M added.
  • The largest CNO Financial Group seller in Q1 2016 was Columbia Wanger Asset Management, an estimated $51.7M sold.

Based on aggregated 13F filings for Q1 2016.