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CNO Financial Group

257 hedge funds and large institutions have $2.41B invested in CNO Financial Group in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 88 increasing their positions, 82 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $144K | Put options by funds: $47K

30% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 33

3% more funds holding

Funds holding: 250257 (+7)

7% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 82

3% more capital invested

Capital invested by funds: $2.35B → $2.41B (+$64.2M)

0.3% less ownership

Funds ownership: 94.71%94.4% (-0.3%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
257
Holders Change
+7
Holders Change %
+2.8%
% of All Funds
4.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
43
Increased
88
Reduced
82
Closed
33
Calls
$144K
Puts
$47K
Net Calls
+$97K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$351M +$15M +626,454 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$318M +$11.4M +478,489 +3%
Pzena Investment Management
3
Pzena Investment Management
New York
$166M -$3.17M -132,502 -2%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$155M -$7.62M -318,950 -4%
LSV Asset Management
5
LSV Asset Management
Illinois
$108M -$4.66M -194,900 -4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$102M -$23M -963,772 -17%
State Street
7
State Street
Massachusetts
$102M +$2.29M +95,813 +2%
Franklin Resources
8
Franklin Resources
California
$64.8M +$5.95M +248,959 +9%
Goldman Sachs
9
Goldman Sachs
New York
$63.7M -$3.67M -153,691 -5%
PIM
10
Paradice Investment Management
Colorado
$52.5M -$1.47M -61,318 -3%
Northern Trust
11
Northern Trust
Illinois
$49.1M -$759K -31,740 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$48.8M +$2.14M +89,527 +4%
AQR Capital Management
13
AQR Capital Management
Connecticut
$48.7M -$12.4M -520,373 -19%
Principal Financial Group
14
Principal Financial Group
Iowa
$45.8M +$2.7M +113,112 +6%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$38.6M -$2.22M -92,843 -5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$35M +$421K +17,630 +1%
Norges Bank
17
Norges Bank
Norway
$32M +$743K +31,078 +2%
Morgan Stanley
18
Morgan Stanley
New York
$30.7M -$636K -26,590 -2%
Allianz Asset Management
19
Allianz Asset Management
Germany
$30.5M +$21.3M +890,495 +184%
Charles Schwab
20
Charles Schwab
California
$30.2M +$79K +3,306 +0.2%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$29.7M +$746K +31,200 +2%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$27M -$617K -25,818 -2%
American Century Companies
23
American Century Companies
Missouri
$25.2M +$5.68M +237,464 +26%
Man Group
24
Man Group
United Kingdom
$25.2M -$26.7M -1,117,123 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
$24.9M +$1.88M +78,795 +8%

CNO Hedge Fund Activity: Q1 2023 in Review

257 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CNO Financial Group (CNO) for Q1 2023, worth a combined $2.41B — up 2.7% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CNO positions and 33 closed out — a net gain of 10 holders — while 88 added to existing stakes and 82 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $21.3M. The largest seller was Man Group, exiting entirely with an estimated $26.7M sold.

  • 257 institutional investors held CNO Financial Group (CNO) as of Q1 2023, up from 250 in Q4 2022.
  • Funds reported $2.41B of CNO Financial Group stock for Q1 2023, up 2.7% quarter-over-quarter.
  • 43 funds opened new CNO Financial Group positions in Q1 2023 and 33 closed out, a net change of +10 holders.
  • The largest CNO Financial Group buyer in Q1 2023 was Allianz Asset Management, an estimated $21.3M added.
  • The largest CNO Financial Group seller in Q1 2023 was Man Group, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2023.