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CNO Financial Group

209 hedge funds and large institutions have $1.81B invested in CNO Financial Group in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 83 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.5% more ownership

Funds ownership: 98.25%100.75% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

11% less funds holding

Funds holding: 235209 (-26)

18% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 83

33% less capital invested

Capital invested by funds: $2.69B → $1.81B (-$883M)

48% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 50

92% less call options, than puts

Call options by funds: $38K | Put options by funds: $480K

Holders
209
Holders Change
-26
Holders Change %
-11.06%
% of All Funds
4.61%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
26
Increased
68
Reduced
83
Closed
50
Calls
$38K
Puts
$480K
Net Calls
-$442K
Net Calls Change
-$781K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$235M -$14M -854,768 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$189M +$18.6M +1,136,349 +8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$138M
Pzena Investment Management
4
Pzena Investment Management
New York
$103M +$25M +1,527,458 +23%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$82M -$4.84M -295,283 -4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$81.4M -$10.4M -633,507 -9%
LSV Asset Management
7
LSV Asset Management
Illinois
$72.5M +$126K +7,683 +0.1%
State Street
8
State Street
Massachusetts
$70.4M +$1.55M +94,830 +2%
PIM
9
Paradice Investment Management
Colorado
$70.1M +$2.71M +165,144 +3%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$61.5M -$30.3M -1,846,700 -27%
Northern Trust
11
Northern Trust
Illinois
$50.1M -$2.26M -138,185 -3%
Franklin Resources
12
Franklin Resources
California
$45.3M +$44.8M +2,737,105 +297%
Wells Fargo
13
Wells Fargo
California
$38.8M +$3.99M +243,268 +8%
Norges Bank
14
Norges Bank
Norway
$33M -$332K -20,236 -0.8%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$26.7M +$8.01M +488,638 +29%
N
16
Nuveen
North Carolina
$26.5M -$8.68M -529,882 -20%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$26.2M +$1.2M +73,247 +4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$24.8M -$929K -56,706 -3%
JP Morgan Chase
19
JP Morgan Chase
New York
$24M +$10.8M +656,643 +51%
PPA
20
Parametric Portfolio Associates
Washington
$22.8M +$3.03M +184,782 +11%
Invesco
21
Invesco
Georgia
$21.6M -$14M -856,632 -33%
Goldman Sachs
22
Goldman Sachs
New York
$20.3M -$8.98M -547,940 -25%
GC
23
Guggenheim Capital
Illinois
$18M +$22.6M +1,378,703 +1,872%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$14.7M +$5.78M +352,471 +42%
HCM
25
Huber Capital Management
California
$14.5M -$2.04M -124,216 -10%

CNO Hedge Fund Activity: Q1 2020 in Review

209 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in CNO Financial Group (CNO) for Q1 2020, worth a combined $1.81B — down 33% from $2.69B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of CNO and 26 opened new positions — a net loss of 24 holders — while 83 trimmed existing stakes and 68 added.

The largest buyer was Franklin Resources, adding an estimated $44.8M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $30.3M.

  • 209 institutional investors held CNO Financial Group (CNO) as of Q1 2020, down from 235 in Q4 2019.
  • Funds reported $1.81B of CNO Financial Group stock for Q1 2020, down 33% quarter-over-quarter.
  • 26 funds opened new CNO Financial Group positions in Q1 2020 and 50 closed out, a net change of -24 holders.
  • The largest CNO Financial Group buyer in Q1 2020 was Franklin Resources, an estimated $44.8M added.
  • The largest CNO Financial Group seller in Q1 2020 was Hotchkis & Wiley Capital Management, an estimated $30.3M sold.

Based on aggregated 13F filings for Q1 2020.