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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
CM
51
CoreCommodity Management
Connecticut
$1.69M +$1.28M +164,644 +91%
Mitsubishi UFJ Trust & Banking
52
Mitsubishi UFJ Trust & Banking
Japan
$1.6M -$4.93K -632 -0.2%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$1.58M -$41.2M -5,286,907 -94%
RPSA
54
Richard P. Slaughter Associates
Texas
$1.5M +$678K +86,929 +39%
Janus Henderson Group
55
Janus Henderson Group
United Kingdom
$1.5M -$44.3M -5,683,732 -95%
ACI
56
AMP Capital Investors
Australia
$1.38M -$1.02M -130,388 -32%
OAM
57
Oppenheimer Asset Management
New York
$1.32M +$2.11M +270,842 New
BCM
58
Bridgeway Capital Management
Texas
$1.24M
Wellington Management Group
59
Wellington Management Group
Massachusetts
$1.24M +$1.17M +149,499 +152%
RJA
60
Raymond James & Associates
Florida
$1.03M -$125K -15,971 -7%
PPA
61
Parametric Portfolio Associates
Washington
$928K -$2.95M -377,900 -67%
VOYA Investment Management
62
VOYA Investment Management
Georgia
$917K -$39.2K -5,032 -3%
Millennium Management
63
Millennium Management
New York
$793K -$690K -88,437 -35%
RFC
64
Regions Financial Corp
Alabama
$682K +$288K +36,945 +36%
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$646K +$174K +22,284 +20%
UBS Group
66
UBS Group
Switzerland
$617K -$4.68M -599,606 -83%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$611K -$337K -43,227 -26%
Walleye Trading
68
Walleye Trading
New York
$541K +$824K +105,646 +2,034%
State Street
69
State Street
Massachusetts
$536K
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$505K +$806K +103,410 New
OTPPB
71
Ontario Teachers' Pension Plan Board
Ontario, Canada
$454K +$39.5K +5,060 +6%
CGH
72
Crossmark Global Holdings
Texas
$433K +$11.3K +1,453 +2%
ZCA
73
Zeke Capital Advisors
Pennsylvania
$425K -$323K -41,370 -32%
BS
74
Banco Santander
Spain
$425K +$729K +93,534 New
MIM
75
MetLife Investment Management
New Jersey
$413K

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.