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CNO Financial Group

230 hedge funds and large institutions have $2.21B invested in CNO Financial Group in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 101 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

5% more funds holding

Funds holding: 220230 (+10)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less capital invested

Capital invested by funds: $2.24B → $2.21B (-$26.2M)

2.78% less ownership

Funds ownership: 100.08%97.31% (-2.8%)

38% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 101

49% less call options, than puts

Call options by funds: $471K | Put options by funds: $920K

Holders
230
Holders Change
+10
Holders Change %
+4.55%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
25
Increased
63
Reduced
101
Closed
15
Calls
$471K
Puts
$920K
Net Calls
-$449K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$254M -$28.3M -1,767,805 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$229M -$8.59M -535,783 -4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$178M -$39.4K -2,456 -0%
Pzena Investment Management
4
Pzena Investment Management
New York
$132M -$5.06M -315,467 -4%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$105M -$4.07M -253,993 -4%
Franklin Resources
6
Franklin Resources
California
$93.1M +$5.99M +373,702 +7%
LSV Asset Management
7
LSV Asset Management
Illinois
$87.7M -$1.19M -74,466 -1%
PIM
8
Paradice Investment Management
Colorado
$86.9M -$4.06M -253,291 -4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$84.3M -$18M -1,122,831 -18%
State Street
10
State Street
Massachusetts
$80.4M -$9.48M -591,617 -11%
Northern Trust
11
Northern Trust
Illinois
$60.8M -$2.05M -127,731 -3%
Wells Fargo
12
Wells Fargo
California
$59.6M +$2.2M +137,107 +4%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$59.4M -$8.39M -523,110 -12%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$48.5M +$6.25M +390,143 +15%
JP Morgan Chase
15
JP Morgan Chase
New York
$32.6M +$1.52M +94,726 +5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$31.4M -$1.06M -66,190 -3%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$29.3M +$20.8M +1,299,933 +246%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$29M -$1.85M -115,644 -6%
N
19
Nuveen
North Carolina
$27.3M -$3.37M -210,441 -11%
Norges Bank
20
Norges Bank
Norway
$26.1M -$12.9M -802,158 -33%
PPA
21
Parametric Portfolio Associates
Washington
$22.3M -$1.89M -118,005 -8%
Invesco
22
Invesco
Georgia
$21.4M -$7.37M -459,721 -26%
Goldman Sachs
23
Goldman Sachs
New York
$19.3M -$2.55M -158,905 -12%
Charles Schwab
24
Charles Schwab
California
$17.7M -$581K -36,248 -3%
FP
25
Foundry Partners
Minnesota
$17.7M -$204K -12,748 -1%

CNO Hedge Fund Activity: Q3 2020 in Review

230 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in CNO Financial Group (CNO) for Q3 2020, worth a combined $2.21B — down 1.2% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CNO positions and 15 closed out — a net gain of 10 holders — while 63 added to existing stakes and 101 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $20.8M. The largest seller was BlackRock, cutting an estimated $28.3M.

  • 230 institutional investors held CNO Financial Group (CNO) as of Q3 2020, up from 220 in Q2 2020.
  • Funds reported $2.21B of CNO Financial Group stock for Q3 2020, down 1.2% quarter-over-quarter.
  • 25 funds opened new CNO Financial Group positions in Q3 2020 and 15 closed out, a net change of +10 holders.
  • The largest CNO Financial Group buyer in Q3 2020 was Arrowstreet Capital, an estimated $20.8M added.
  • The largest CNO Financial Group seller in Q3 2020 was BlackRock, an estimated $28.3M sold.

Based on aggregated 13F filings for Q3 2020.