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CNH

CNH Industrial

170 hedge funds and large institutions have $1.62B invested in CNH Industrial in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 45 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

6% more funds holding

Funds holding: 160170 (+10)

0.49% more ownership

Funds ownership: 23.88%24.37% (+0.49%)

24% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 59

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

48% less capital invested

Capital invested by funds: $3.09B → $1.62B (-$1.47B)

84% less call options, than puts

Call options by funds: $566K | Put options by funds: $3.6M

Holders
170
Holders Change
+10
Holders Change %
+6.25%
% of All Funds
3.75%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
38
Increased
45
Reduced
59
Closed
25
Calls
$566K
Puts
$3.6M
Net Calls
-$3.03M
Net Calls Change
+$3.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$12.1M +$1.46M +187,240 +8%
Mackenzie Financial
27
Mackenzie Financial
Ontario, Canada
$11.2M +$10.4M +1,337,766 +145%
ClearBridge Investments
28
ClearBridge Investments
New York
$10.5M +$706K +90,487 +4%
VanEck Associates
29
VanEck Associates
New York
$9.59M -$1.26M -162,139 -8%
BlackRock
30
BlackRock
New York
$8.3M -$1.27M -163,422 -9%
TBC
31
Tweedy, Browne Co
Connecticut
$7.84M +$4.07M +522,588 +48%
PFC
32
Poplar Forest Capital
California
$7.09M +$11.3M +1,452,377 New
Renaissance Technologies
33
Renaissance Technologies
New York
$5.84M +$9.1M +1,167,294 New
Citigroup
34
Citigroup
New York
$5.25M -$9.73M -1,248,439 -54%
EIM
35
Elliott Investment Management
Florida
$5.16M +$8.05M +1,032,379 New
Aviva
36
Aviva
United Kingdom
$4.44M -$50.5K -6,478 -0.7%
Caisse de Depot et Placement du Quebec (CDPQ)
37
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.92M +$1.5M +192,664 +32%
Wells Fargo
38
Wells Fargo
California
$3.86M +$1.3M +166,676 +27%
AG
39
Aperio Group
California
$3.66M -$324K -41,607 -5%
AllianceBernstein
40
AllianceBernstein
Tennessee
$3.46M +$81.8K +10,496 +2%
Jane Street
41
Jane Street
New York
$3.19M +$4.47M +573,302 +721%
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.92M -$38.8K -4,970 -0.8%
Northern Trust
43
Northern Trust
Illinois
$2.55M +$117K +14,945 +3%
Balyasny Asset Management
44
Balyasny Asset Management
Illinois
$2.24M +$3.58M +459,052 New
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.15M -$1.74M -223,148 -30%
MGIM
46
M&G Investment Management
United Kingdom
$2.12M -$146K -18,755 -4%
Invesco
47
Invesco
Georgia
$2M -$53.2K -6,817 -2%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$1.93M -$2.1M -268,864 -41%
DekaBank Deutsche Girozentrale
49
DekaBank Deutsche Girozentrale
Germany
$1.93M +$105K +13,476 +4%
Zurich Cantonal Bank
50
Zurich Cantonal Bank
Switzerland
$1.74M +$21.7K +2,786 +0.8%

CNH Hedge Fund Activity: Q1 2020 in Review

170 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in CNH Industrial (CNH) for Q1 2020, worth a combined $1.62B — down 48% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CNH positions and 25 closed out — a net gain of 13 holders — while 45 added to existing stakes and 59 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $82.8M. The largest seller was Barclays, cutting an estimated $52.2M.

  • 170 institutional investors held CNH Industrial (CNH) as of Q1 2020, up from 160 in Q4 2019.
  • Funds reported $1.62B of CNH Industrial stock for Q1 2020, down 48% quarter-over-quarter.
  • 38 funds opened new CNH Industrial positions in Q1 2020 and 25 closed out, a net change of +13 holders.
  • The largest CNH Industrial buyer in Q1 2020 was T. Rowe Price Associates, an estimated $82.8M added.
  • The largest CNH Industrial seller in Q1 2020 was Barclays, an estimated $52.2M sold.

Based on aggregated 13F filings for Q1 2020.