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CNH

CNH Industrial

381 hedge funds and large institutions have $9.38B invested in CNH Industrial in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 132 increasing their positions, 103 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

90% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 60

36% more capital invested

Capital invested by funds: $6.9B → $9.38B (+$2.48B)

28% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 103

28% more call options, than puts

Call options by funds: $23.2M | Put options by funds: $18.2M

16% more funds holding

Funds holding: 329381 (+52)

15.16% more ownership

Funds ownership: 42.75%57.91% (+15%)

Holders
381
Holders Change
+52
Holders Change %
+15.81%
% of All Funds
5.55%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
114
Increased
132
Reduced
103
Closed
60
Calls
$23.2M
Puts
$18.2M
Net Calls
+$5.02M
Net Calls Change
+$723K
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
201
Perigon Wealth Management
California
$725K +$665K +59,533 New
Vontobel Holding
202
Vontobel Holding
Switzerland
$670K -$493K -44,162 -45%
MFS
203
Mirabella Financial Services
United Kingdom
$666K -$492K -44,088 -45%
URS
204
Utah Retirement Systems
Utah
$659K +$10K +900 +2%
Pathstone Holdings
205
Pathstone Holdings
New Jersey
$652K +$597K +53,493 New
GC
206
Guggenheim Capital
Illinois
$599K +$154K +13,827 +39%
LOAMS
207
Lombard Odier Asset Management (Switzerland)
Switzerland
$573K +$526K +47,070 New
X
208
Xponance
Pennsylvania
$565K +$133K +11,912 +35%
Teacher Retirement System of Texas
209
Teacher Retirement System of Texas
Texas
$560K +$514K +46,018 New
CT
210
ClearAlpha Technologies
Connecticut
$549K +$503K +45,086 New
MGP
211
Metis Global Partners
California
$524K +$107K +9,627 +29%
HAM
212
Hedges Asset Management
Nevada
$512K +$469K +42,000 New
XT
213
XTX Topco
Cayman Islands
$495K -$126K -11,297 -22%
KDA
214
Kraft Davis & Associates
Missouri
$465K +$434K +38,896 New
MWM
215
Mission Wealth Management
California
$457K +$42.7K +3,828 +11%
YCM
216
Yousif Capital Management
Michigan
$457K +$58.2K +5,212 +16%
Osaic Holdings
217
Osaic Holdings
Arizona
$455K -$114K -10,239 -22%
APF
218
Alaska Permanent Fund
Alaska
$453K +$415K +37,182 New
WCM
219
Washington Capital Management
Washington
$441K +$405K +36,234 New
LNWWM
220
Laird Norton Wetherby Wealth Management
California
$431K -$182K -16,313 -32%
PMAM
221
Picton Mahoney Asset Management
Ontario, Canada
$429K +$393K +35,180 New
AAM
222
Advisors Asset Management
Colorado
$429K -$154K -13,751 -28%
CGIM
223
Cannon Global Investment Management
Florida
$426K +$391K +35,000 New
USAA
224
United Services Automobile Association
Texas
$426K
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
$422K +$78K +6,983 +25%

CNH Hedge Fund Activity: Q4 2023 in Review

381 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CNH Industrial (CNH) for Q4 2023, worth a combined $9.38B — up 36% from $6.9B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new CNH positions and 60 closed out — a net gain of 54 holders — while 132 added to existing stakes and 103 trimmed.

The largest buyer was BlackRock, adding an estimated $544M. The largest seller was Vanguard Group, cutting an estimated $350M.

  • 381 institutional investors held CNH Industrial (CNH) as of Q4 2023, up from 329 in Q3 2023.
  • Funds reported $9.38B of CNH Industrial stock for Q4 2023, up 36% quarter-over-quarter.
  • 114 funds opened new CNH Industrial positions in Q4 2023 and 60 closed out, a net change of +54 holders.
  • The largest CNH Industrial buyer in Q4 2023 was BlackRock, an estimated $544M added.
  • The largest CNH Industrial seller in Q4 2023 was Vanguard Group, an estimated $350M sold.

Based on aggregated 13F filings for Q4 2023.