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CNX Resources
CNX

320 hedge funds and large institutions have $3.19B invested in CNX Resources in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 94 increasing their positions, 128 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $5.44M

2% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 44

0.81% more ownership

Funds ownership: 99.75% → 100.56% (+0.81%)

1% less funds holding

Funds holding: 322 → 320 (-2)

12% less capital invested

Capital invested by funds: $3.65B → $3.19B (-$452M)

27% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 128

30% less funds holding in top 10

Funds holding in top 10: 10 → 7 (-3)

Holders
320
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
4.67%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.1%
New
45
Increased
94
Reduced
128
Closed
44
Calls
$11.2M
Puts
$5.44M
Net Calls
+$5.75M
Net Calls Change
+$4.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$36.3M
2
Two Sigma Investments
Two Sigma Investments
New York
+$27.8M
3
LSV Asset Management
LSV Asset Management
Illinois
+$21.9M
4
Invesco
Invesco
Georgia
+$19.8M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$19.5M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$33.6M
2
UBS AM
UBS AM
Illinois
-$32.5M
3
Marshall Wace
Marshall Wace
United Kingdom
-$26M
4
SAM
Southeastern Asset Management
Tennessee
-$22.1M
5
Macquarie Group
Macquarie Group
Australia
-$15.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GA
301
GoalVest Advisory
New York
$2.64K -$7.27K -341 -72%
MWA
302
Miller Wealth Advisors
Colorado
$2.6K – – –
SS
303
Sunbelt Securities
Texas
$2.5K – – –
MIM
304
Macroview Investment Management
Maryland
$2.32K -$4.05K -190 -62%
CQS
305
Credential Qtrade Securities
$2K – – –
AWM
306
Avior Wealth Management
Nebraska
$1.8K – – –
S
307
Sachetta
Massachusetts
$1.76K +$1.88K +88 New
PWMG
308
Prestige Wealth Management Group
New Jersey
$1.7K – – –
FMII
309
Farmers & Merchants Investments Inc
Nebraska
$1.5K – – –
SIC
310
SJS Investment Consulting
Ohio
$1.02K -$107 -5 -9%
PFBT
311
Parkside Financial Bank & Trust
Missouri
$1.02K +$1.09K +51 New
GI
312
Gradient Investments
Minnesota
$880 – – –
CWC
313
Carolinas Wealth Consulting
North Carolina
$608 – – –
DPW
314
DiNuzzo Private Wealth
Pennsylvania
$500 +$533 +25 New
PA
315
Pineridge Advisors
Missouri
$480 +$512 +24 New
SPIA
316
Steward Partners Investment Advisory
New York
$320 +$341 +16 New
TWP
317
TFO Wealth Partners
Ohio
$260 – – –
MSWM
318
McGlone Suttner Wealth Management
Wisconsin
$80 +$85 +4 New
CPA
319
Clear Point Advisors
New York
$20 +$21 +1 New
Marshall Wace
320
Marshall Wace
United Kingdom
– -$26M -1,152,834 Closed
Millennium Management
321
Millennium Management
New York
– -$12.5M -551,449 Closed
SI
322
SCP Investment
California
– -$5.08M -225,000 Closed
CSS
323
Cubist Systematic Strategies
Connecticut
– -$5.04M -223,291 Closed
Tudor Investment Corp
324
Tudor Investment Corp
Connecticut
– -$3.94M -174,560 Closed
Schroder Investment Management Group
325
Schroder Investment Management Group
United Kingdom
– -$3.42M -151,419 Closed
11 12
13
14 15

CNX Hedge Fund Activity: Q4 2023 in Review

320 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CNX Resources (CNX) for Q4 2023, worth a combined $3.19B — down 12% from $3.65B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new CNX positions and 44 closed out — a net gain of 1 holder — while 94 added to existing stakes and 128 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $36.3M. The largest seller was Arrowstreet Capital, cutting an estimated $33.6M.

  • 320 institutional investors held CNX Resources (CNX) as of Q4 2023, down from 322 in Q3 2023.
  • Funds reported $3.19B of CNX Resources stock for Q4 2023, down 12% quarter-over-quarter.
  • 45 funds opened new CNX Resources positions in Q4 2023 and 44 closed out, a net change of +1 holder.
  • The largest CNX Resources buyer in Q4 2023 was Morgan Stanley, an estimated $36.3M added.
  • The largest CNX Resources seller in Q4 2023 was Arrowstreet Capital, an estimated $33.6M sold.

Based on aggregated 13F filings for Q4 2023.