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CF Industries

456 hedge funds and large institutions have $5.98B invested in CF Industries in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 159 increasing their positions, 178 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $5.59B → $5.98B (+$385M)

7% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 55

0% more funds holding

Funds holding: 455456 (+1)

1.76% less ownership

Funds ownership: 93.02%91.26% (-1.8%)

11% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 178

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

44% less call options, than puts

Call options by funds: $65.2M | Put options by funds: $116M

Holders
456
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
9.2%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
59
Increased
159
Reduced
178
Closed
55
Calls
$65.2M
Puts
$116M
Net Calls
-$51.2M
Net Calls Change
-$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$744M -$52.3M -1,641,094 -6%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$656M +$22M +690,648 +3%
BlackRock
3
BlackRock
New York
$603M -$14.3M -447,655 -2%
State Street
4
State Street
Massachusetts
$326M -$16.7M -523,200 -5%
Invesco
5
Invesco
Georgia
$274M +$30.3M +951,988 +12%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$241M -$48.4M -1,519,288 -16%
Capital World Investors
7
Capital World Investors
California
$179M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$142M +$3.6M +112,868 +2%
UBS AM
9
UBS AM
Illinois
$141M +$79.6M +2,497,867 +120%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$135M +$8.95M +280,682 +7%
PP
11
Prudential plc
United Kingdom
$126M +$84.8M +2,660,800 +186%
GCM
12
Glendon Capital Management
California
$109M
GA
13
Greenhaven Associates
New York
$104M -$1.79M -56,100 -2%
Northern Trust
14
Northern Trust
Illinois
$104M -$3.05M -95,803 -3%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$97.1M -$18M -564,673 -15%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$89.7M +$2.51M +78,817 +3%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$88.6M +$25.6M +802,493 +39%
Bank of America
18
Bank of America
North Carolina
$70.3M +$27.6M +865,713 +61%
Deutsche Bank
19
Deutsche Bank
Germany
$65.8M +$1.75M +54,779 +3%
Charles Schwab
20
Charles Schwab
California
$62M +$1.61M +50,370 +3%
Adage Capital Partners
21
Adage Capital Partners
Massachusetts
$52.2M -$20.6M -646,299 -28%
Goldman Sachs
22
Goldman Sachs
New York
$50M +$7.35M +230,515 +16%
JP Morgan Chase
23
JP Morgan Chase
New York
$46.1M -$3.13M -98,177 -6%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$45.6M +$11.2M +352,337 +31%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$40.5M -$986K -30,917 -2%

CF Hedge Fund Activity: Q3 2020 in Review

456 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in CF Industries (CF) for Q3 2020, worth a combined $5.98B — up 6.9% from $5.59B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new CF positions and 55 closed out — a net gain of 4 holders — while 159 added to existing stakes and 178 trimmed.

The largest buyer was Prudential plc, adding an estimated $84.8M. The largest seller was Spring Creek Capital, exiting entirely with an estimated $114M sold.

  • 456 institutional investors held CF Industries (CF) as of Q3 2020, up from 455 in Q2 2020.
  • Funds reported $5.98B of CF Industries stock for Q3 2020, up 6.9% quarter-over-quarter.
  • 59 funds opened new CF Industries positions in Q3 2020 and 55 closed out, a net change of +4 holders.
  • The largest CF Industries buyer in Q3 2020 was Prudential plc, an estimated $84.8M added.
  • The largest CF Industries seller in Q3 2020 was Spring Creek Capital, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2020.