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CNO Financial Group

292 hedge funds and large institutions have $2.82B invested in CNO Financial Group in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 82 increasing their positions, 112 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

503% more call options, than puts

Call options by funds: $694K | Put options by funds: $115K

153% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 19

11% more funds holding

Funds holding: 264292 (+28)

0.13% less ownership

Funds ownership: 94.44%94.31% (-0.13%)

4% less capital invested

Capital invested by funds: $2.96B → $2.82B (-$132M)

27% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 112

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
292
Holders Change
+28
Holders Change %
+10.61%
% of All Funds
4.21%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
48
Increased
82
Reduced
112
Closed
19
Calls
$694K
Puts
$115K
Net Calls
+$579K
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$421M -$11.1M -412,322 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$377M -$9.11M -337,307 -2%
Pzena Investment Management
3
Pzena Investment Management
New York
$180M -$12M -445,704 -6%
State Street
4
State Street
Massachusetts
$134M +$6.26M +231,737 +5%
Franklin Resources
5
Franklin Resources
California
$129M +$10.4M +385,056 +9%
LSV Asset Management
6
LSV Asset Management
Illinois
$123M -$4.72M -174,900 -4%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$118M -$10.2M -376,641 -8%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$105M -$1.21M -44,744 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$69.1M +$1.69M +62,574 +3%
Macquarie Group
10
Macquarie Group
Australia
$66.1M -$1.74M -64,440 -3%
Principal Financial Group
11
Principal Financial Group
Iowa
$58.5M -$2.64M -97,747 -4%
Northern Trust
12
Northern Trust
Illinois
$52.5M -$7.31M -270,689 -12%
AQR Capital Management
13
AQR Capital Management
Connecticut
$52.4M -$2.79M -103,414 -5%
Morgan Stanley
14
Morgan Stanley
New York
$51.8M -$63.1M -2,336,816 -55%
Goldman Sachs
15
Goldman Sachs
New York
$51.7M +$1.68M +62,075 +3%
American Century Companies
16
American Century Companies
Missouri
$48.7M +$7.96M +294,793 +20%
Man Group
17
Man Group
United Kingdom
$44.4M +$10.1M +374,869 +30%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$43.1M -$4.67M -172,745 -10%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$37.6M -$1.33M -49,389 -3%
Charles Schwab
20
Charles Schwab
California
$35M -$1.89M -69,858 -5%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$33.8M +$74K +2,740 +0.2%
Allianz Asset Management
22
Allianz Asset Management
Germany
$27.4M -$19.8M -734,827 -42%
Bank of America
23
Bank of America
North Carolina
$24M -$2.45M -90,772 -9%
Norges Bank
24
Norges Bank
Norway
$23M -$2.84M -105,244 -11%
Ameriprise
25
Ameriprise
Minnesota
$20.6M -$674K -24,949 -3%

CNO Hedge Fund Activity: Q1 2024 in Review

292 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CNO Financial Group (CNO) for Q1 2024, worth a combined $2.82B — down 4.5% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new CNO positions and 19 closed out — a net gain of 29 holders — while 82 added to existing stakes and 112 trimmed.

The largest buyer was UBS Group, adding an estimated $10.5M. The largest seller was Morgan Stanley, cutting an estimated $63.1M.

  • 292 institutional investors held CNO Financial Group (CNO) as of Q1 2024, up from 264 in Q4 2023.
  • Funds reported $2.82B of CNO Financial Group stock for Q1 2024, down 4.5% quarter-over-quarter.
  • 48 funds opened new CNO Financial Group positions in Q1 2024 and 19 closed out, a net change of +29 holders.
  • The largest CNO Financial Group buyer in Q1 2024 was UBS Group, an estimated $10.5M added.
  • The largest CNO Financial Group seller in Q1 2024 was Morgan Stanley, an estimated $63.1M sold.

Based on aggregated 13F filings for Q1 2024.