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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
LTFS
126
Ladenburg Thalmann Financial Services
Florida
$128K +$51.2K +5,799 +57%
AAMU
127
Amundi Asset Management US
Massachusetts
$123K -$25M -2,836,353 -16%
EP
128
Elkfork Partners
Oregon
$123K +$127K +14,381 +1,064%
GT
129
Greenleaf Trust
Michigan
$120K -$63.8K -7,227 -33%
EDRH
130
Edmond de Rothschild Holding
Switzerland
$116K – – –
GHCM
131
Glen Harbor Capital Management
California
$97K +$99.7K +11,299 +1,064%
JG
132
Jefferies Group
New York
$91K +$88K +9,974 +620%
CBOA
133
Commonwealth Bank of Australia
Australia
$86K +$856 +97 +0.9%
LJHT
134
Laurie J. Hall Trustee
$82K +$75K +8,497 +2,083%
RCM
135
Riverhead Capital Management
Delaware
$77K +$80.1K +9,077 +1,129%
QCG
136
Quadrant Capital Group
Ohio
$73K +$85K +9,637 New
NA
137
Neuburgh Advisers
California
$70K +$72.5K +8,218 +1,065%
SEI Investments
138
SEI Investments
Pennsylvania
$68K – – –
FDCDDQ
139
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40K -$24.2K -2,746 -35%
PCM
140
Penserra Capital Management
California
$35K +$39K +4,421 New
SF
141
Synovus Financial
Georgia
$34K – – –
CLOS
142
Compagnie Lombard Odier SCmA
Switzerland
$27K – – –
AG
143
Advisor Group
Arizona
$23K -$7.75K -878 -24%
HNB
144
Huntington National Bank
Ohio
$23K – – –
TRCT
145
Tower Research Capital (TRC)
New York
$23K +$23.4K +2,657 +1,186%
LC
146
Lindbrook Capital
California
$23K +$25.5K +2,885 New
TWI
147
Thomas White International
Illinois
$21K +$22.6K +2,566 New
WAM
148
Wealthspire Advisors (Maryland)
Maryland
$19K +$20.9K +2,369 New
FPB
149
First PREMIER Bank
South Dakota
$18K – – –
S
150
SignatureFD
Georgia
$16K -$9.79K -1,110 -36%
4 5
6
7 8

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.