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CNH

CNH Industrial
CNH

171 hedge funds and large institutions have $3.88B invested in CNH Industrial in 2017 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,273% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $40K

444% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 9

31% more funds holding

Funds holding: 131 → 171 (+40)

25% more capital invested

Capital invested by funds: $3.1B → $3.88B (+$781M)

2.66% more ownership

Funds ownership: 21.76% → 24.42% (+2.7%)

8% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 49

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
171
Holders Change
+40
Holders Change %
+30.53%
% of All Funds
3.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
49
Increased
53
Reduced
49
Closed
9
Calls
$2.55M
Puts
$40K
Net Calls
+$2.51M
Net Calls Change
+$1.12M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$215M
2
Norges Bank
Norges Bank
Norway
+$142M
3
AAMU
Amundi Asset Management US
Massachusetts
+$128M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$48.2M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$135M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$132M
3
Credit Agricole
Credit Agricole
France
-$106M
4
SAM
Southeastern Asset Management
Tennessee
-$45.3M
5
EAM
Exane Asset Management
France
-$21.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$20K – – –
SBL
152
Sargent Bickham Lagudis
Colorado
$20K – – –
AG
153
Advisor Group
Arizona
$16K +$2.54K +230 +21%
GWM
154
Geneos Wealth Management
Colorado
$14K – – –
Envestnet Asset Management
155
Envestnet Asset Management
Illinois
$11K – – –
PA
156
Parallel Advisors
California
$6K – – –
Legal & General Group
157
Legal & General Group
United Kingdom
$5K -$1.21M -109,080 -100%
EFSCE
158
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
FIB
159
First Interstate Bank
Montana
$5K – – –
DCM
160
Delpha Capital Management
New York
$5K +$4.53K +410 New
VFA
161
Valeo Financial Advisors
Indiana
$5K +$5.09K +460 New
STA
162
Summit Trail Advisors
New York
$3K +$2.33K +211 New
EARNEST Partners
163
EARNEST Partners
Georgia
$3K +$2.45K +222 New
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.43K +129 New
WT
165
Whittier Trust
California
$2K +$1.78K +161 New
WC
166
Whitnell & Co
Illinois
$2K +$2.29K +207 New
ASN
167
Advisory Services Network
Georgia
$1K – – –
IA
168
IFP Advisors
Florida
$1K +$884 +80 New
Walleye Trading
169
Walleye Trading
New York
$553 +$366K +33,131 +232%
Barrow, Hanley, Mewhinney & Strauss
170
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$135M -12,956,175 Closed
Credit Agricole
171
Credit Agricole
France
– -$106M -10,101,316 Closed
EDRH
172
Edmond de Rothschild Holding
Switzerland
– -$12.2M -1,167,654 Closed
OAG
173
Orbis Allan Gray
Bermuda
– -$3.52M -397,463 Closed
SG Americas Securities
174
SG Americas Securities
New York
– -$1.63M -155,906 Closed
DTL
175
Dynamic Technology Lab
Singapore
– -$427K -40,901 Closed
4 5 6
7
8

CNH Hedge Fund Activity: Q4 2017 in Review

171 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CNH Industrial (CNH) for Q4 2017, worth a combined $3.88B — up 25% from $3.1B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new CNH positions and 9 closed out — a net gain of 40 holders — while 53 added to existing stakes and 49 trimmed.

The largest buyer was Franklin Resources, adding an estimated $215M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, exiting entirely with an estimated $135M sold.

  • 171 institutional investors held CNH Industrial (CNH) as of Q4 2017, up from 131 in Q3 2017.
  • Funds reported $3.88B of CNH Industrial stock for Q4 2017, up 25% quarter-over-quarter.
  • 49 funds opened new CNH Industrial positions in Q4 2017 and 9 closed out, a net change of +40 holders.
  • The largest CNH Industrial buyer in Q4 2017 was Franklin Resources, an estimated $215M added.
  • The largest CNH Industrial seller in Q4 2017 was Barrow, Hanley, Mewhinney & Strauss, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2017.