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CNH

CNH Industrial
CNH

110 hedge funds and large institutions have $2.06B invested in CNH Industrial in 2013 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 3 increasing their positions, 12 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

579% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 14

458% more capital invested

Capital invested by funds: $370M → $2.06B (+$1.69B)

279% more funds holding

Funds holding: 29 → 110 (+81)

88% more call options, than puts

Call options by funds: $411K | Put options by funds: $219K

15.7% more ownership

Funds ownership: 0% → 15.7% (+16%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

75% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 12

Holders
110
Holders Change
+81
Holders Change %
+279.31%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
95
Increased
3
Reduced
12
Closed
14
Calls
$411K
Puts
$219K
Net Calls
+$192K
Net Calls Change
+$11K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$234M
2
Axa
Axa
France
+$187M
3
RFC
Russell Frank Company
Washington
+$144M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$143M
5
VanEck Associates
VanEck Associates
New York
+$139M

Top Sellers

1
SAM
Southeastern Asset Management
Tennessee
-$28.3M
2
TAM
Todd Asset Management
Kentucky
-$17.1M
3
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
-$16.8M
4
DA
Denali Advisors
California
-$8.84M
5
OAM
Origin Asset Management
United Kingdom
-$6.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIT
26
BlackRock Institutional Trust
California
$12.2M +$12.4M +1,239,299 New
BA
27
BlackRock Advisors
Delaware
$9.85M +$10M +997,036 New
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$9.4M +$9.55M +951,657 New
Caisse de Depot et Placement du Quebec (CDPQ)
29
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.42M +$8.5M +847,563 New
BlackRock
30
BlackRock
New York
$8.12M +$8.25M +822,033 New
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
$8.05M +$8.13M +809,958 New
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$4.59M +$4.67M +465,099 New
AllianceBernstein
33
AllianceBernstein
Tennessee
$3.66M +$3.72M +370,889 New
Two Sigma Investments
34
Two Sigma Investments
New York
$3.6M +$5.01M +498,896 New
PP
35
Prudential plc
United Kingdom
$3.58M +$3.63M +362,195 New
Aviva
36
Aviva
United Kingdom
$3.45M +$3.48M +347,046 New
BG
37
BlackRock Group
United Kingdom
$3.41M +$3.46M +345,255 New
Bank of America
38
Bank of America
North Carolina
$3.2M +$3.25M +323,686 New
ACI
39
AMP Capital Investors
Australia
$3.19M +$3.23M +321,569 New
Jane Street
40
Jane Street
New York
$2.99M +$3.04M +303,067 New
MAA
41
Managed Account Advisors
New Jersey
$2.78M +$2.82M +281,089 New
NFA
42
Nationwide Fund Advisors
Ohio
$2.64M +$2.68M +267,128 New
HSBC Holdings
43
HSBC Holdings
United Kingdom
$2.51M +$2.55M +254,113 New
State Street
44
State Street
Massachusetts
$2.35M -$3.3M -329,297 -58%
JIR
45
James Investment Research
Ohio
$2.22M -$431K -42,991 -16%
SI
46
Stephens Inc
Arkansas
$2.08M +$2.11M +210,315 New
BPM
47
Bowling Portfolio Management
Ohio
$1.99M +$2.02M +201,115 New
Invesco
48
Invesco
Georgia
$1.84M -$633K -63,111 -25%
Zurich Cantonal Bank
49
Zurich Cantonal Bank
Switzerland
$1.8M +$1.83M +182,475 New
BFA
50
BlackRock Fund Advisors
California
$1.54M +$1.56M +155,739 New
1
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CNH Hedge Fund Activity: Q4 2013 in Review

110 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CNH Industrial (CNH) for Q4 2013, worth a combined $2.06B — up 458% from $370M a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new CNH positions and 14 closed out — a net gain of 81 holders — while 3 added to existing stakes and 12 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $234M. The largest seller was Southeastern Asset Management, cutting an estimated $28.3M.

  • 110 institutional investors held CNH Industrial (CNH) as of Q4 2013, up from 29 in Q3 2013.
  • Funds reported $2.06B of CNH Industrial stock for Q4 2013, up 458% quarter-over-quarter.
  • 95 funds opened new CNH Industrial positions in Q4 2013 and 14 closed out, a net change of +81 holders.
  • The largest CNH Industrial buyer in Q4 2013 was Norges Bank, an estimated $234M added.
  • The largest CNH Industrial seller in Q4 2013 was Southeastern Asset Management, an estimated $28.3M sold.

Based on aggregated 13F filings for Q4 2013.