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CNH

CNH Industrial
CNH

310 hedge funds and large institutions have $8.2B invested in CNH Industrial in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 102 increasing their positions, 96 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,332% more call options, than puts

Call options by funds: $15.9M | Put options by funds: $1.11M

128% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 29

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

12% more funds holding

Funds holding: 278 → 310 (+32)

1.87% more ownership

Funds ownership: 38.42% → 40.29% (+1.9%)

6% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 96

1% less capital invested

Capital invested by funds: $8.31B → $8.2B (-$111M)

Holders
310
Holders Change
+32
Holders Change %
+11.51%
% of All Funds
4.94%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.18%
New
66
Increased
102
Reduced
96
Closed
29
Calls
$15.9M
Puts
$1.11M
Net Calls
+$14.7M
Net Calls Change
+$12.5M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$88.9M
2
HF
HRT Financial
New York
+$88.6M
3
Harris Associates
Harris Associates
Illinois
+$58.8M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$45.8M
5
Marshall Wace
Marshall Wace
United Kingdom
+$43.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$192M
2
Norges Bank
Norges Bank
Norway
-$67.2M
3
DZ Bank
DZ Bank
Germany
-$49.4M
4
Amundi
Amundi
France
-$47.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$42.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
226
SG Americas Securities
New York
$269K -$65.4K -4,040 -19%
API
227
Advisor Partners II
California
$265K +$2.06K +127 +0.7%
PFO
228
Pathstone Family Office
New Jersey
$263K -$707K -43,655 -65%
Walleye Trading
229
Walleye Trading
New York
$262K -$198K -12,202 -42%
APA
230
Astoria Portfolio Advisors
New York
$258K +$284K +17,561 New
BAM
231
Belpointe Asset Management
Nevada
$251K -$22.6K -1,396 -8%
SM
232
Sciencast Management
New Jersey
$248K +$287K +17,700 New
SGA
233
Strategic Global Advisors
California
$231K +$4.89K +302 +2%
AWS
234
Atria Wealth Solutions
New York
$229K – – –
VF
235
Virtu Financial
New York
$226K +$240K +14,803 New
S
236
SignatureFD
Georgia
$219K -$4.76K -294 -2%
CM
237
CastleKnight Management
New York
$214K – – –
CFO
238
CVA Family Office
Colorado
$214K – – –
OSAM
239
O'Shaughnessy Asset Management
Connecticut
$202K +$214K +13,197 New
American Century Companies
240
American Century Companies
Missouri
$198K +$209K +12,937 New
SAM
241
Sabadell Asset Management
Spain
$191K -$936K -57,787 -81%
BA
242
Bluesphere Advisors
Pennsylvania
$190K – – –
Lazard Asset Management
243
Lazard Asset Management
New York
$183K – – –
AT
244
Arden Trust
Delaware
$181K -$191K -11,783 -50%
RCA
245
Resonant Capital Advisors
Wisconsin
$170K +$9.63K +595 +6%
NP
246
NorthRock Partners
Minnesota
$165K – – –
SAM
247
Summit Asset Management
Tennessee
$160K +$170K +10,500 New
Ameriprise
248
Ameriprise
Minnesota
$160K +$169K +10,452 New
GT
249
Glenmede Trust
Pennsylvania
$153K -$955 -59 -0.6%
CL
250
COWA LLC
Oklahoma
$153K – – –
8 9
10
11 12

CNH Hedge Fund Activity: Q1 2023 in Review

310 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CNH Industrial (CNH) for Q1 2023, worth a combined $8.2B — down 1.3% from $8.31B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new CNH positions and 29 closed out — a net gain of 37 holders — while 102 added to existing stakes and 96 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $88.9M. The largest seller was Wellington Management Group, cutting an estimated $192M.

  • 310 institutional investors held CNH Industrial (CNH) as of Q1 2023, up from 278 in Q4 2022.
  • Funds reported $8.2B of CNH Industrial stock for Q1 2023, down 1.3% quarter-over-quarter.
  • 66 funds opened new CNH Industrial positions in Q1 2023 and 29 closed out, a net change of +37 holders.
  • The largest CNH Industrial buyer in Q1 2023 was Goldman Sachs, an estimated $88.9M added.
  • The largest CNH Industrial seller in Q1 2023 was Wellington Management Group, an estimated $192M sold.

Based on aggregated 13F filings for Q1 2023.