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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
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$3.98M +$3.48M +394,854 +389%
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.57M +$107K +12,125 +3%
Two Sigma Advisers
53
Two Sigma Advisers
New York
$3.54M +$3.98M +450,868 New
PP
54
Prudential plc
United Kingdom
$3.25M -$317K -35,956 -8%
Northern Trust
55
Northern Trust
Illinois
$3.23M -$765K -86,724 -18%
Zurich Cantonal Bank
56
Zurich Cantonal Bank
Switzerland
$3.14M -$2.2K -249 -0.1%
VOYA Investment Management
57
VOYA Investment Management
Georgia
$2.92M +$25.7K +2,909 +0.8%
MWNA
58
Marshall Wace North America
New York
$2.68M +$2.69M +304,488 +1,025%
UBS Group
59
UBS Group
Switzerland
$2.32M -$12.4M -1,403,976 -83%
HAI
60
Hennessy Advisors Inc
California
$2.12M -$255K -28,840 -10%
ECM
61
Element Capital Management
New York
$1.99M +$427K +48,436 +24%
AQR Capital Management
62
AQR Capital Management
Connecticut
$1.95M +$744K +84,257 +51%
Mackenzie Financial
63
Mackenzie Financial
Ontario, Canada
$1.95M -$19.4K -2,201 -0.9%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$1.87M -$2.44M -276,136 -54%
B
65
Barings
North Carolina
$1.87M – – –
Wells Fargo
66
Wells Fargo
California
$1.85M -$833K -94,403 -29%
ZIG
67
Zurich Insurance Group
Switzerland
$1.66M +$56.8K +6,432 +3%
Balyasny Asset Management
68
Balyasny Asset Management
Illinois
$1.62M -$107K -12,148 -6%
CM
69
CoreCommodity Management
Connecticut
$1.52M -$73.8K -8,361 -4%
RJA
70
Raymond James & Associates
Florida
$1.5M -$131K -14,861 -7%
DC
71
Davenport & Co
Virginia
$1.41M +$1.55M +175,395 New
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$1.07M +$929K +105,282 +373%
Millennium Management
73
Millennium Management
New York
$1.06M -$2.79M -316,459 -71%
SG Americas Securities
74
SG Americas Securities
New York
$1.06M +$151K +17,091 +15%
State Street
75
State Street
Massachusetts
$880K -$6.66M -754,931 -87%
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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.