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CNH

CNH Industrial
CNH

183 hedge funds and large institutions have $2.2B invested in CNH Industrial in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 66 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more call options, than puts

Call options by funds: $1.78M | Put options by funds: $421K

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

3% more funds holding

Funds holding: 177 → 183 (+6)

0.47% less ownership

Funds ownership: 22.09% → 21.62% (-0.47%)

12% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 66

30% less capital invested

Capital invested by funds: $3.13B → $2.2B (-$930M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
183
Holders Change
+6
Holders Change %
+3.39%
% of All Funds
4.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
58
Reduced
66
Closed
29
Calls
$1.78M
Puts
$421K
Net Calls
+$1.36M
Net Calls Change
+$59K

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$28.3M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$24.8M
3
PP
PDT Partners
New York
+$23.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$19M
5
CC
Carlson Capital
Texas
+$11.2M

Top Sellers

1
AIM
Artemis Investment Management
United Kingdom
-$37.3M
2
AAMU
Amundi Asset Management US
Massachusetts
-$25M
3
Deutsche Bank
Deutsche Bank
Germany
-$21.8M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$16.1M
5
UBS Group
UBS Group
Switzerland
-$12.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
ClearBridge Investments
26
ClearBridge Investments
New York
$13.7M +$395K +44,729 +3%
Goldman Sachs
27
Goldman Sachs
New York
$13.3M -$9.28M -1,051,833 -39%
AIM
28
Artemis Investment Management
United Kingdom
$12.3M -$37.3M -4,223,953 -73%
SFM
29
Systematic Financial Management
New Jersey
$10.2M -$171K -19,380 -1%
CC
30
Carlson Capital
Texas
$10.1M +$11.2M +1,263,900 New
TA
31
Teachers Advisors
New York
$9.55M -$444K -50,316 -4%
TBC
32
Tweedy, Browne Co
Connecticut
$9.03M +$3.64M +412,336 +58%
Bank of America
33
Bank of America
North Carolina
$8.54M -$1.53M -173,774 -14%
TIM
34
Thornburg Investment Management
New Mexico
$7.74M -$150K -17,032 -2%
Citadel Advisors
35
Citadel Advisors
Florida
$7.45M -$2.05M -231,887 -20%
Marshall Wace
36
Marshall Wace
United Kingdom
$7.38M +$8.12M +920,611 +5,854%
Fidelity International
37
Fidelity International
Bermuda
$6.84M -$1.25M -141,312 -14%
Aviva
38
Aviva
United Kingdom
$6.57M -$397K -44,980 -5%
Citigroup
39
Citigroup
New York
$6.14M -$773K -87,540 -10%
DekaBank Deutsche Girozentrale
40
DekaBank Deutsche Girozentrale
Germany
$6M +$400K +45,294 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
41
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.68M +$173K +19,595 +3%
AG
42
Aperio Group
California
$5.39M -$729K -82,566 -11%
Two Sigma Investments
43
Two Sigma Investments
New York
$5.27M +$4.8M +543,554 +422%
Invesco
44
Invesco
Georgia
$5.22M +$2.56M +290,151 +80%
Jane Street
45
Jane Street
New York
$4.87M -$191K -21,645 -3%
AllianceBernstein
46
AllianceBernstein
Tennessee
$4.8M -$122K -13,828 -2%
ACI
47
AMP Capital Investors
Australia
$4.7M +$839K +95,077 +19%
QI
48
QS Investors
New York
$4.56M +$1.75M +198,767 +54%
PPA
49
Parametric Portfolio Associates
Washington
$4.26M +$3.48M +394,508 +287%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$4.02M -$5.36M -607,144 -55%
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CNH Hedge Fund Activity: Q4 2018 in Review

183 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in CNH Industrial (CNH) for Q4 2018, worth a combined $2.2B — down 30% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new CNH positions and 29 closed out — a net gain of 7 holders — while 58 added to existing stakes and 66 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $28.3M. The largest seller was Artemis Investment Management, cutting an estimated $37.3M.

  • 183 institutional investors held CNH Industrial (CNH) as of Q4 2018, up from 177 in Q3 2018.
  • Funds reported $2.2B of CNH Industrial stock for Q4 2018, down 30% quarter-over-quarter.
  • 36 funds opened new CNH Industrial positions in Q4 2018 and 29 closed out, a net change of +7 holders.
  • The largest CNH Industrial buyer in Q4 2018 was Hotchkis & Wiley Capital Management, an estimated $28.3M added.
  • The largest CNH Industrial seller in Q4 2018 was Artemis Investment Management, an estimated $37.3M sold.

Based on aggregated 13F filings for Q4 2018.