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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
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$73.7M -$24.1M -1,489,174 -24%
ClearBridge Investments
27
ClearBridge Investments
New York
$73.1M -$17.2M -1,061,135 -18%
BlackRock
28
BlackRock
New York
$62.6M -$583K -36,040 -0.9%
Swiss National Bank
29
Swiss National Bank
Switzerland
$61.5M -$2.48M -153,233 -4%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$59.5M -$40.7M -2,516,458 -39%
Morgan Stanley
31
Morgan Stanley
New York
$55.2M +$4.55M +280,949 +8%
UBS Group
32
UBS Group
Switzerland
$52.1M +$38.1M +2,350,772 +221%
Barclays
33
Barclays
United Kingdom
$51.5M -$5.53M -341,319 -9%
CS
34
Credit Suisse
Switzerland
$51.3M -$3.09M -191,076 -5%
VanEck Associates
35
VanEck Associates
New York
$50.4M -$1.69M -104,200 -3%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$50.1M +$126K +7,780 +0.2%
Axa
37
Axa
France
$45M -$2.07M -127,663 -4%
Viking Global Investors
38
Viking Global Investors
Connecticut
$43.2M +$45.8M +2,827,515 New
Invesco
39
Invesco
Georgia
$42.6M +$13.8M +855,246 +44%
State Street
40
State Street
Massachusetts
$37.8M +$3.65M +225,603 +10%
DKCM
41
Davidson Kempner Capital Management
New York
$36.1M +$14.8M +911,230 +63%
DKP
42
Davidson Kempner Partners
New York
$36.1M +$38.3M +2,363,059 New
DZ Bank
43
DZ Bank
Germany
$34.8M -$49.4M -3,053,613 -57%
Verition Fund Management
44
Verition Fund Management
Connecticut
$32.5M +$11.8M +730,412 +52%
BS
45
Banco Santander
Spain
$31.2M +$11.7M +722,982 +49%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$30.8M +$32.7M +2,018,376 New
Fiera Capital (Canada)
47
Fiera Capital (Canada)
Quebec, Canada
$29.6M -$672K -41,516 -2%
TSW
48
Thompson Siegel & Walmsley
Virginia
$27.2M -$140K -8,674 -0.5%
MP
49
Mangrove Partners
Connecticut
$26.8M +$7.03M +434,356 +33%
SAM
50
Southeastern Asset Management
Tennessee
$25.7M -$757K -46,748 -3%
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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.