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CNH

CNH Industrial
CNH

110 hedge funds and large institutions have $2.06B invested in CNH Industrial in 2013 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 3 increasing their positions, 12 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

579% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 14

458% more capital invested

Capital invested by funds: $370M → $2.06B (+$1.69B)

279% more funds holding

Funds holding: 29 → 110 (+81)

88% more call options, than puts

Call options by funds: $411K | Put options by funds: $219K

15.7% more ownership

Funds ownership: 0% → 15.7% (+16%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

75% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 12

Holders
110
Holders Change
+81
Holders Change %
+279.31%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
95
Increased
3
Reduced
12
Closed
14
Calls
$411K
Puts
$219K
Net Calls
+$192K
Net Calls Change
+$11K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$234M
2
Axa
Axa
France
+$187M
3
RFC
Russell Frank Company
Washington
+$144M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$143M
5
VanEck Associates
VanEck Associates
New York
+$139M

Top Sellers

1
SAM
Southeastern Asset Management
Tennessee
-$28.3M
2
TAM
Todd Asset Management
Kentucky
-$17.1M
3
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
-$16.8M
4
DA
Denali Advisors
California
-$8.84M
5
OAM
Origin Asset Management
United Kingdom
-$6.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Norges Bank
1
Norges Bank
Norway
$231M +$234M +23,309,614 New
Franklin Resources
2
Franklin Resources
California
$191M +$115M +11,426,520 +147%
Axa
3
Axa
France
$185M +$187M +18,687,107 New
RFC
4
Russell Frank Company
Washington
$143M +$144M +14,365,178 New
Wellington Management Group
5
Wellington Management Group
Massachusetts
$141M +$143M +14,214,916 New
VanEck Associates
6
VanEck Associates
New York
$137M +$139M +13,883,315 New
SAM
7
Southeastern Asset Management
Tennessee
$137M -$28.3M -2,821,352 -17%
BOI
8
Bank of Italy
Italy
$112M +$113M +11,297,944 New
GI
9
GAMCO Investors
Connecticut
$88.2M +$89.6M +8,932,383 New
Credit Agricole
10
Credit Agricole
France
$75.9M +$59.4M +5,919,023 +335%
Swiss National Bank
11
Swiss National Bank
Switzerland
$67.6M +$68.3M +6,808,933 New
GF
12
Gabelli Funds
New York
$52.9M +$53.7M +5,356,351 New
Deutsche Bank
13
Deutsche Bank
Germany
$48.3M +$49.1M +4,889,291 New
CS
14
Credit Suisse
Switzerland
$47.5M +$48.3M +4,809,274 New
Citigroup
15
Citigroup
New York
$33.5M +$34M +3,388,090 New
TCA
16
Taconic Capital Advisors
New York
$33.2M +$33.5M +3,337,470 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$32.8M +$33.3M +3,319,381 New
JP Morgan Chase
18
JP Morgan Chase
New York
$30.1M +$30.5M +3,043,047 New
CC
19
Carlson Capital
Texas
$27.8M +$28.3M +2,818,497 New
Goldman Sachs
20
Goldman Sachs
New York
$27.7M +$28.1M +2,803,831 New
Mitsubishi UFJ Trust & Banking
21
Mitsubishi UFJ Trust & Banking
Japan
$25.2M +$25.6M +2,555,778 New
Fidelity International
22
Fidelity International
Bermuda
$17.5M +$17.7M +1,766,817 New
VOYA Investment Management
23
VOYA Investment Management
Georgia
$14.4M +$14.5M +1,449,301 New
TCIM
24
TIAA CREF Investment Management
New York
$13.6M +$13.8M +1,377,165 New
Barclays
25
Barclays
United Kingdom
$12.7M +$13.3M +1,325,548 New
1
2 3 4 5

CNH Hedge Fund Activity: Q4 2013 in Review

110 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CNH Industrial (CNH) for Q4 2013, worth a combined $2.06B — up 458% from $370M a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new CNH positions and 14 closed out — a net gain of 81 holders — while 3 added to existing stakes and 12 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $234M. The largest seller was Southeastern Asset Management, cutting an estimated $28.3M.

  • 110 institutional investors held CNH Industrial (CNH) as of Q4 2013, up from 29 in Q3 2013.
  • Funds reported $2.06B of CNH Industrial stock for Q4 2013, up 458% quarter-over-quarter.
  • 95 funds opened new CNH Industrial positions in Q4 2013 and 14 closed out, a net change of +81 holders.
  • The largest CNH Industrial buyer in Q4 2013 was Norges Bank, an estimated $234M added.
  • The largest CNH Industrial seller in Q4 2013 was Southeastern Asset Management, an estimated $28.3M sold.

Based on aggregated 13F filings for Q4 2013.