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CF Industries

527 hedge funds and large institutions have $12.1B invested in CF Industries in 2013 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 135 increasing their positions, 240 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 51

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

9% more capital invested

Capital invested by funds: $11.2B → $12.1B (+$954M)

7% more funds holding

Funds holding: 494527 (+33)

22% less call options, than puts

Call options by funds: $568M | Put options by funds: $724M

25.25% less ownership

Funds ownership: 466.04%440.79% (-25%)

44% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 240

Holders
527
Holders Change
+33
Holders Change %
+6.68%
% of All Funds
15.3%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.67%
New
86
Increased
135
Reduced
240
Closed
51
Calls
$568M
Puts
$724M
Net Calls
-$156M
Net Calls Change
-$4.21M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
51
Gates Capital Management
New York
$53.8M +$20.2M +463,010 +67%
GCM
52
Gruss Capital Management
New York
$52.7M +$27.7M +632,500 +127%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$49.7M +$25.1M +573,430 +116%
GC
54
Guggenheim Capital
Illinois
$49.6M +$21.5M +490,590 +86%
Lord, Abbett & Co
55
Lord, Abbett & Co
New Jersey
$48.5M +$13.6M +311,850 +43%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$46.6M -$5.05M -115,440 -10%
Prudential Financial
57
Prudential Financial
New Jersey
$45.6M -$54.6M -1,249,110 -56%
TCA
58
Taconic Capital Advisors
New York
$45.4M
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$45.1M -$6.41M -146,500 -13%
ECU
60
Egerton Capital (UK)
United Kingdom
$44.6M +$41.8M +956,500 New
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$43.7M -$3.65M -83,555 -8%
HCM
62
Hawkeye Capital Management
Florida
$43.1M
JIR
63
James Investment Research
Ohio
$41.9M +$9.15M +209,260 +30%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$41.3M -$2.25M -51,515 -5%
BNP Paribas Asset Management
65
BNP Paribas Asset Management
France
$41.2M -$17.3M -395,260 -31%
BlackRock
66
BlackRock
New York
$41.1M -$7.07M -161,775 -16%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$39.6M +$2.04M +46,665 +6%
LCM
68
Lonestar Capital Management
California
$39.6M -$17.5M -400,000 -32%
Dimensional Fund Advisors
69
Dimensional Fund Advisors
Texas
$39.1M +$3.49M +79,800 +11%
Invesco
70
Invesco
Georgia
$38.6M -$28.6M -653,565 -44%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$37.4M -$115K -2,640 -0.3%
WCM
72
Winton Capital Management
United Kingdom
$36.6M -$3.68M -84,220 -10%
SA
73
Smithwood Advisers
California
$35M +$32.8M +750,000 New
EA
74
Euclid Advisors
Connecticut
$34.7M -$2.28M -52,100 -7%
EARNEST Partners
75
EARNEST Partners
Georgia
$34.3M +$32.2M +735,270 New

CF Hedge Fund Activity: Q4 2013 in Review

527 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CF Industries (CF) for Q4 2013, worth a combined $12.1B — up 8.6% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new CF positions and 51 closed out — a net gain of 35 holders — while 135 added to existing stakes and 240 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $221M. The largest seller was ValueAct Holdings, exiting entirely with an estimated $298M sold.

  • 527 institutional investors held CF Industries (CF) as of Q4 2013, up from 494 in Q3 2013.
  • Funds reported $12.1B of CF Industries stock for Q4 2013, up 8.6% quarter-over-quarter.
  • 86 funds opened new CF Industries positions in Q4 2013 and 51 closed out, a net change of +35 holders.
  • The largest CF Industries buyer in Q4 2013 was Fidelity Investments, an estimated $221M added.
  • The largest CF Industries seller in Q4 2013 was ValueAct Holdings, an estimated $298M sold.

Based on aggregated 13F filings for Q4 2013.