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CNO Financial Group

255 hedge funds and large institutions have $2.97B invested in CNO Financial Group in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 90 increasing their positions, 98 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 98

2.67% less ownership

Funds ownership: 95.94%93.26% (-2.7%)

5% less funds holding

Funds holding: 268255 (-13)

15% less capital invested

Capital invested by funds: $3.48B → $2.97B (-$510M)

32% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 34

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
255
Holders Change
-13
Holders Change %
-4.85%
% of All Funds
5.84%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
90
Reduced
98
Closed
34
Calls
$325K
Puts
Net Calls
+$325K
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$317M +$11.1M +536,084 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$300M -$3.47M -167,534 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$216M -$2.97M -143,320 -1%
State Street
4
State Street
Massachusetts
$121M -$5.86M -283,302 -4%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$118M +$19.6M +946,582 +18%
LSV Asset Management
6
LSV Asset Management
Illinois
$113M +$3.77M +182,248 +3%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$108M +$17.2M +833,260 +17%
Invesco
8
Invesco
Georgia
$81.5M +$14.8M +716,251 +20%
Northern Trust
9
Northern Trust
Illinois
$81M +$165K +7,957 +0.2%
Goldman Sachs
10
Goldman Sachs
New York
$80.4M -$1.35M -65,054 -2%
AL
11
AJO LP
Pennsylvania
$80M -$13.4M -649,235 -13%
PIM
12
Paradice Investment Management
Colorado
$77.3M +$6.62M +319,926 +9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$71.3M -$2.13M -102,789 -3%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$71M +$27.3M +1,321,028 +55%
Wells Fargo
15
Wells Fargo
California
$54.9M -$1.39M -67,029 -2%
JP Morgan Chase
16
JP Morgan Chase
New York
$52.8M -$41.8M -2,019,369 -42%
Norges Bank
17
Norges Bank
Norway
$52.1M -$114K -5,533 -0.2%
Allianz Asset Management
18
Allianz Asset Management
Germany
$49.9M -$4.39M -212,115 -7%
SCM
19
Snow Capital Management
Pennsylvania
$46M +$7.68M +371,203 +18%
Ameriprise
20
Ameriprise
Minnesota
$42.9M -$4.97M -240,308 -10%
HCM
21
Huber Capital Management
California
$42.5M -$5.63M -272,196 -11%
AQR Capital Management
22
AQR Capital Management
Connecticut
$39.8M -$21M -1,014,873 -33%
Victory Capital Management
23
Victory Capital Management
Texas
$36.6M +$1.69M +81,461 +4%
Prudential Financial
24
Prudential Financial
New Jersey
$36.2M +$14.8M +716,657 +61%
Charles Schwab
25
Charles Schwab
California
$34.5M +$4.83M +233,457 +15%

CNO Hedge Fund Activity: Q2 2018 in Review

255 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in CNO Financial Group (CNO) for Q2 2018, worth a combined $2.97B — down 15% from $3.48B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of CNO and 23 opened new positions — a net loss of 11 holders — while 98 trimmed existing stakes and 90 added.

The largest buyer was Wellington Management Group, adding an estimated $27.3M. The largest seller was JP Morgan Chase, cutting an estimated $41.8M.

  • 255 institutional investors held CNO Financial Group (CNO) as of Q2 2018, down from 268 in Q1 2018.
  • Funds reported $2.97B of CNO Financial Group stock for Q2 2018, down 15% quarter-over-quarter.
  • 23 funds opened new CNO Financial Group positions in Q2 2018 and 34 closed out, a net change of -11 holders.
  • The largest CNO Financial Group buyer in Q2 2018 was Wellington Management Group, an estimated $27.3M added.
  • The largest CNO Financial Group seller in Q2 2018 was JP Morgan Chase, an estimated $41.8M sold.

Based on aggregated 13F filings for Q2 2018.