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CNH

CNH Industrial

110 hedge funds and large institutions have $3.01B invested in CNH Industrial in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,963% more call options, than puts

Call options by funds: $3M | Put options by funds: $98K

37% more capital invested

Capital invested by funds: $2.19B → $3.01B (+$813M)

4.88% more ownership

Funds ownership: 22.78%27.66% (+4.9%)

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

3% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 34

1% more funds holding

Funds holding: 109110 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
110
Holders Change
+1
Holders Change %
+0.92%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
35
Reduced
34
Closed
19
Calls
$3M
Puts
$98K
Net Calls
+$2.9M
Net Calls Change
+$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Southeastern Asset Management
Tennessee
$383M -$17.7M -2,309,909 -5%
Franklin Resources
2
Franklin Resources
California
$336M +$162M +21,202,197 +100%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$295M -$8.7M -1,135,817 -3%
RFC
4
Russell Frank Company
Washington
$217M +$39.7M +5,182,471 +23%
Axa
5
Axa
France
$188M +$5.31M +693,353 +3%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$177M +$151M +19,744,352 +912%
Vanguard Group
7
Vanguard Group
Pennsylvania
$162M +$11.5M +1,504,997 +8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$160M +$132M +17,233,285 +655%
OH
9
Orbis Holdings
Bermuda
$152M -$496K -64,723 -0.3%
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$105M -$3.77M -491,924 -4%
Deutsche Bank
11
Deutsche Bank
Germany
$92M +$1.14M +148,798 +1%
EDRH
12
Edmond de Rothschild Holding
Switzerland
$69M +$66.4M +8,660,122 New
GI
13
GAMCO Investors
Connecticut
$67.8M -$1.61M -210,019 -2%
BOI
14
Bank of Italy
Italy
$67.8M
EDRAMF
15
Edmond de Rothschild Asset Management (France)
France
$64.5M +$62M +8,097,728 New
Credit Agricole
16
Credit Agricole
France
$59.1M -$9.4M -1,227,406 -14%
Swiss National Bank
17
Swiss National Bank
Switzerland
$51.6M -$557K -72,675 -1%
CS
18
Credit Suisse
Switzerland
$40.7M -$6.63M -865,707 -15%
GF
19
Gabelli Funds
New York
$40.3M -$1.15M -149,945 -3%
Fidelity International
20
Fidelity International
Bermuda
$39.9M +$38.5M +5,026,990 New
Allianz Asset Management
21
Allianz Asset Management
Germany
$29.4M +$10.3M +1,346,551 +59%
Norges Bank
22
Norges Bank
Norway
$16.5M -$123M -15,994,404 -89%
Goldman Sachs
23
Goldman Sachs
New York
$14.9M +$5.82M +759,127 +70%
MAM
24
Majedie Asset Management
United Kingdom
$14.2M +$7.15M +933,211 +109%
Public Sector Pension Investment Board (PSP Investments)
25
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.7M +$11.3M +1,472,940 New

CNH Hedge Fund Activity: Q2 2015 in Review

110 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in CNH Industrial (CNH) for Q2 2015, worth a combined $3.01B — up 37% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CNH positions and 19 closed out — a net gain of 1 holder — while 35 added to existing stakes and 34 trimmed.

The largest buyer was Franklin Resources, adding an estimated $162M. The largest seller was Norges Bank, cutting an estimated $123M.

  • 110 institutional investors held CNH Industrial (CNH) as of Q2 2015, up from 109 in Q1 2015.
  • Funds reported $3.01B of CNH Industrial stock for Q2 2015, up 37% quarter-over-quarter.
  • 20 funds opened new CNH Industrial positions in Q2 2015 and 19 closed out, a net change of +1 holder.
  • The largest CNH Industrial buyer in Q2 2015 was Franklin Resources, an estimated $162M added.
  • The largest CNH Industrial seller in Q2 2015 was Norges Bank, an estimated $123M sold.

Based on aggregated 13F filings for Q2 2015.