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CNH

CNH Industrial
CNH

110 hedge funds and large institutions have $3.01B invested in CNH Industrial in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,963% more call options, than puts

Call options by funds: $3M | Put options by funds: $98K

37% more capital invested

Capital invested by funds: $2.19B → $3.01B (+$813M)

4.88% more ownership

Funds ownership: 22.78% → 27.66% (+4.9%)

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

3% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 34

1% more funds holding

Funds holding: 109 → 110 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
110
Holders Change
+1
Holders Change %
+0.92%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
35
Reduced
34
Closed
19
Calls
$3M
Puts
$98K
Net Calls
+$2.9M
Net Calls Change
+$2.41M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$162M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$151M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$132M
4
RFC
Russell Frank Company
Washington
+$39.7M
5
Fidelity International
Fidelity International
Bermuda
+$38.5M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$123M
2
SAM
Southeastern Asset Management
Tennessee
-$17.7M
3
MTB
Mizuho Trust & Banking
Japan
-$16.9M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$10.9M
5
Credit Agricole
Credit Agricole
France
-$9.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
126
Creative Planning
Kansas
– -$15K -2,111 Closed
Simplex Trading
127
Simplex Trading
Illinois
– -$8K -1,143 Closed
RIA
128
Regal Investment Advisors
Michigan
– -$8.3K -1,083 -96%
Parallax Volatility Advisers
129
Parallax Volatility Advisers
California
– -$8K -1,057 Closed
2 3 4 5
6

CNH Hedge Fund Activity: Q2 2015 in Review

110 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in CNH Industrial (CNH) for Q2 2015, worth a combined $3.01B — up 37% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CNH positions and 19 closed out — a net gain of 1 holder — while 35 added to existing stakes and 34 trimmed.

The largest buyer was Franklin Resources, adding an estimated $162M. The largest seller was Norges Bank, cutting an estimated $123M.

  • 110 institutional investors held CNH Industrial (CNH) as of Q2 2015, up from 109 in Q1 2015.
  • Funds reported $3.01B of CNH Industrial stock for Q2 2015, up 37% quarter-over-quarter.
  • 20 funds opened new CNH Industrial positions in Q2 2015 and 19 closed out, a net change of +1 holder.
  • The largest CNH Industrial buyer in Q2 2015 was Franklin Resources, an estimated $162M added.
  • The largest CNH Industrial seller in Q2 2015 was Norges Bank, an estimated $123M sold.

Based on aggregated 13F filings for Q2 2015.