We are live on ! Find out more
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
PI
151
PEAK6 Investments
Illinois
$15K +$16.9K +1,915 New
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$14K -$33.1K -3,750 -69%
SBL
153
Sargent Bickham Lagudis
Colorado
$14K – – –
NIT
154
NumerixS Investment Technologies
British Columbia, Canada
$11K +$12.2K +1,379 New
CIAS
155
Capital Investment Advisory Services
North Carolina
$11K +$12.2K +1,383 New
GWM
156
Geneos Wealth Management
Colorado
$9K – – –
Schroder Investment Management Group
157
Schroder Investment Management Group
United Kingdom
$8.19K -$828K -93,799 -7%
OAM
158
Oppenheimer Asset Management
New York
$8K -$95.1K -10,776 -92%
Simplex Trading
159
Simplex Trading
Illinois
$8K +$9.28K +1,051 New
FANJ
160
Financial Architects (New Jersey)
New Jersey
$7K +$7.76K +879 New
Bessemer Group
161
Bessemer Group
New Jersey
$6K +$4.42K +501 +204%
ER
162
Enlightenment Research
Florida
$6K +$6.08K +689 New
ASN
163
Advisory Services Network
Georgia
$5K +$1.03K +117 +21%
OIA
164
OneDigital Investment Advisors
Kansas
$5K +$5.07K +575 New
LFA
165
Legacy Financial Advisors
Kentucky
$5K +$5.82K +660 New
EFSCE
166
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$4.06K -460 -50%
Legal & General Group
167
Legal & General Group
United Kingdom
$4K – – –
TAIM
168
TD Ameritrade Investment Management
Nebraska
$4K +$3.72K +422 +548%
KIG
169
Kessler Investment Group
Indiana
$3K – – –
EARNEST Partners
170
EARNEST Partners
Georgia
$2K -$79 -9 -4%
CIR
171
Clear Investment Research
Georgia
$2K – – –
WEC
172
Winslow Evans & Crocker
Massachusetts
$2K – – –
IA
173
IFP Advisors
Florida
$1K – – –
VFA
174
Valeo Financial Advisors
Indiana
$1K – – –
WT
175
Whittier Trust
California
$1K – – –
5 6
7
8 9

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.