CNX in the 13F filings
CNX Resources Corporation · CUSIP 12653C108
- Quarter end
- 30 Sep 2024
- the date the book describes
- Filed
- 14 Nov 2024
- latest of these filings; the earliest 13 Nov 2024
- Managers listing it
- 10
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q2 2024 and Q3 2024; 7 listed it in both
- Shares listed
- 23,432,313
- combined, among listed positions
- Reported value
- $763m
- combined, at the quarter end
Among the 94 comparable managers: 5 buyers (opened or added shares) and 7 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing CNX in Q3 2024
10 of 10 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 8,683,119 | $283m | 0.22% | Added | +1,238,792 | 14 Nov 2024 (the filing on sec.gov) |
| Southeastern Asset Management Inc | 6,172,002 | $201m | 9.48% | Trimmed | -1,032,240 | 14 Nov 2024 (the filing on sec.gov) |
| D. E. Shaw & Co. | 4,238,381 | $138m | 0.12% | Trimmed | -631,921 | 14 Nov 2024 (the filing on sec.gov) |
| Two Sigma Investments LP | 1,731,022 | $56m | 0.12% | Trimmed | -509,826 | 14 Nov 2024 (the filing on sec.gov) |
| Capital Research Global Investors | 1,100,000 | $36m | under 0.1% | New | new | 13 Nov 2024 (the filing on sec.gov) |
| Two Sigma Advisers LP | 835,700 | $27m | 0.06% | Trimmed | -125,600 | 14 Nov 2024 (the filing on sec.gov) |
| Tudor Investment Corp | 284,083 | $9.3m | under 0.1% | New | new | 14 Nov 2024 (the filing on sec.gov) |
| GAMCO Investors Inc | 200,085 | $6.5m | 0.07% | Trimmed | -1,000 | 14 Nov 2024 (the filing on sec.gov) |
| Brevan Howard Capital Management LP | 117,680 | $3.8m | under 0.1% | New | new | 14 Nov 2024 (the filing on sec.gov) |
| Caxton Associates LLP | 70,241 | $2.3m | 0.09% | Added | +26,387 | 14 Nov 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Neuberger Berman Group LLCexisting position · 8,683,119 shares now+1,238,792
- Capital Research Global Investorsnew position · 1,100,000 shares now+1,100,000
- Tudor Investment Corpnew position · 284,083 shares now+284,083
- Brevan Howard Capital Management LPnew position · 117,680 shares now+117,680
- Caxton Associates LLPexisting position · 70,241 shares now+26,387
Reductions
- Southeastern Asset Management Incexisting position · 6,172,002 shares now-1,032,240
- D. E. Shaw & Co.existing position · 4,238,381 shares now-631,921
- Two Sigma Investments LPexisting position · 1,731,022 shares now-509,826
- Two Sigma Advisers LPexisting position · 835,700 shares now-125,600
- GAMCO Investors Incexisting position · 200,085 shares now-1,000
New positions and exits
New (3)
Exited (2)
- Arrowstreet Capital LPwas $100m
- Quantbot Technologies LPwas $4.6m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2017 | 8 | $949m | n.a. | n.a. |
| Q1 2018 | 10 | $1.0bn | n.a. | n.a. |
| Q2 2018 | 11 | $1.2bn | n.a. | n.a. |
| Q3 2018 | 7 | $838m | n.a. | n.a. |
| Q4 2018 | 7 | $669m | n.a. | n.a. |
| Q1 2019 | 8 | $623m | n.a. | n.a. |
| Q2 2019 | 6 | $424m | n.a. | n.a. |
| Q3 2019 | 5 | $419m | n.a. | n.a. |
| Q4 2019 | 6 | $510m | n.a. | n.a. |
| Q1 2020 | 3 | $258m | n.a. | n.a. |
| Q2 2020 | 4 | $356m | n.a. | n.a. |
| Q3 2020 | 5 | $388m | n.a. | n.a. |
| Q4 2020 | 3 | $416m | n.a. | n.a. |
| Q1 2021 | 5 | $474m | n.a. | n.a. |
| Q2 2021 | 2 | $388m | n.a. | n.a. |
| Q3 2021 | 5 | $425m | n.a. | n.a. |
| Q4 2021 | 4 | $451m | n.a. | n.a. |
| Q1 2022 | 8 | $689m | n.a. | n.a. |
| Q2 2022 | 11 | $468m | n.a. | n.a. |
| Q3 2022 | 10 | $344m | n.a. | n.a. |
| Q4 2022 | 5 | $278m | n.a. | n.a. |
| Q1 2023 | 5 | $279m | n.a. | n.a. |
| Q2 2023 | 7 | $390m | n.a. | n.a. |
| Q3 2023 | 11 | $643m | n.a. | n.a. |
| Q4 2023 | 10 | $532m | 5 | 6 |
| Q1 2024 | 10 | $710m | 8 | 2 |
| Q2 2024 | 10 | $684m | 4 | 6 |
| Q3 2024 | 10 | $763m | 5 | 7 |
| Q4 2024 | 15 | $944m | 8 | 6 |
| Q1 2025 | 13 | $811m | 10 | 4 |
| Q2 2025 | 12 | $848m | 5 | 6 |
| Q3 2025 | 11 | $826m | 5 | 5 |
| Q4 2025 | 14 | $1.0bn | 19 | 14 |
| Q1 2026 | 11 | $1.0bn | 14 | 23 |
| Q2 2026 | 9 | $788m | 15 | 19 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
CNX and GEV →CNX and XOM →CNX and CVX →Choose a stock to compare with CNX →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own CNX, latest filings →Back to the 13F Explorer →