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CNH

CNH Industrial

271 hedge funds and large institutions have $6.04B invested in CNH Industrial in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 97 increasing their positions, 95 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $6.32M | Put options by funds: $4.22M

1.3% more ownership

Funds ownership: 37.57%38.87% (+1.3%)

2% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 95

7% less funds holding

Funds holding: 292271 (-21)

25% less capital invested

Capital invested by funds: $8.01B → $6.04B (-$1.97B)

29% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 55

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
271
Holders Change
-21
Holders Change %
-7.19%
% of All Funds
4.57%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.12%
New
39
Increased
97
Reduced
95
Closed
55
Calls
$6.32M
Puts
$4.22M
Net Calls
+$2.1M
Net Calls Change
-$7.34M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
26
BlackRock
New York
$46.8M -$524K -36,753 -0.9%
HSBC Holdings
27
HSBC Holdings
United Kingdom
$45.8M +$11.1M +775,794 +24%
CS
28
Credit Suisse
Switzerland
$44.5M -$5.65M -396,693 -9%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$42.6M +$52.1M +3,658,446 +17,843%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$42.5M +$11.4M +803,348 +28%
Axa
31
Axa
France
$40.5M +$1.71M +120,261 +4%
DZ Bank
32
DZ Bank
Germany
$40.3M -$3.5M -245,844 -7%
Barclays
33
Barclays
United Kingdom
$39.8M +$5.23M +367,199 +12%
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$37.4M -$30.8M -2,160,709 -40%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$35.1M -$77M -5,407,937 -64%
SAM
36
Southeastern Asset Management
Tennessee
$32.8M -$1.69M -118,306 -4%
Goldman Sachs
37
Goldman Sachs
New York
$32.3M +$7.39M +518,613 +23%
PAMS
38
Pictet Asset Management (Switzerland)
Switzerland
$31.8M +$29.5M +2,073,000 +303%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$31.5M +$1.49M +104,688 +4%
American Century Companies
40
American Century Companies
Missouri
$31.1M +$7.8M +547,771 +26%
LIP
41
Liontrust Investment Partners
United Kingdom
$29.5M +$36.5M +2,561,395 New
Citadel Advisors
42
Citadel Advisors
Florida
$28.9M -$103M -7,256,722 -74%
State Street
43
State Street
Massachusetts
$27.7M +$2.14M +149,893 +7%
TSW
44
Thompson Siegel & Walmsley
Virginia
$26.2M +$4.91M +344,977 +18%
DKCM
45
Davidson Kempner Capital Management
New York
$25.1M -$28.8M -2,021,703 -48%
Morgan Stanley
46
Morgan Stanley
New York
$22.8M +$6.27M +440,365 +29%
Fiera Capital (Canada)
47
Fiera Capital (Canada)
Quebec, Canada
$22.6M +$1.58M +110,701 +6%
Citigroup
48
Citigroup
New York
$18.6M -$7.59M -532,634 -25%
NC
49
Nekton Capital
United Kingdom
$15.9M -$10.1M -707,948 -34%
Korea Investment Corp
50
Korea Investment Corp
South Korea
$15.7M -$1.48M -103,688 -7%

CNH Hedge Fund Activity: Q2 2022 in Review

271 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in CNH Industrial (CNH) for Q2 2022, worth a combined $6.04B — down 25% from $8.01B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of CNH and 39 opened new positions — a net loss of 16 holders — while 95 trimmed existing stakes and 97 added.

The largest buyer was Wellington Management Group, adding an estimated $477M. The largest seller was Citadel Advisors, cutting an estimated $103M.

  • 271 institutional investors held CNH Industrial (CNH) as of Q2 2022, down from 292 in Q1 2022.
  • Funds reported $6.04B of CNH Industrial stock for Q2 2022, down 25% quarter-over-quarter.
  • 39 funds opened new CNH Industrial positions in Q2 2022 and 55 closed out, a net change of -16 holders.
  • The largest CNH Industrial buyer in Q2 2022 was Wellington Management Group, an estimated $477M added.
  • The largest CNH Industrial seller in Q2 2022 was Citadel Advisors, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2022.