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CNH

CNH Industrial

139 hedge funds and large institutions have $3.11B invested in CNH Industrial in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 48 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,070% more call options, than puts

Call options by funds: $2M | Put options by funds: $92K

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

23% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 39

21% more funds holding

Funds holding: 115139 (+24)

12% more capital invested

Capital invested by funds: $2.77B → $3.11B (+$341M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.14% less ownership

Funds ownership: 24.2%23.06% (-1.1%)

Holders
139
Holders Change
+24
Holders Change %
+20.87%
% of All Funds
3.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
48
Reduced
39
Closed
12
Calls
$2M
Puts
$92K
Net Calls
+$1.9M
Net Calls Change
+$465K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$404M -$5.34M -565,652 -1%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$361M -$21.6M -2,294,668 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$275M +$23.5M +2,486,557 +10%
SAM
4
Southeastern Asset Management
Tennessee
$226M -$56.8M -6,016,909 -21%
Deutsche Bank
5
Deutsche Bank
Germany
$208M -$3.48M -368,509 -2%
Axa
6
Axa
France
$179M -$6.08M -645,002 -3%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$152M -$93.9M -9,953,433 -39%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$130M -$30.5M -3,228,380 -20%
GI
9
GAMCO Investors
Connecticut
$107M +$1.94M +205,671 +2%
Credit Agricole
10
Credit Agricole
France
$100M +$23.8M +2,526,709 +33%
BOI
11
Bank of Italy
Italy
$83.8M
Norges Bank
12
Norges Bank
Norway
$82.9M -$1.31M -138,475 -2%
TCIM
13
TIAA CREF Investment Management
New York
$68.1M +$22.1M +2,344,541 +52%
GF
14
Gabelli Funds
New York
$59M +$401K +42,513 +0.7%
CS
15
Credit Suisse
Switzerland
$57.1M +$12.9M +1,366,241 +31%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$55.4M -$19.6M -2,079,314 -27%
Swiss National Bank
17
Swiss National Bank
Switzerland
$51.6M -$3.55M -375,891 -7%
Renaissance Technologies
18
Renaissance Technologies
New York
$32.2M +$2.33M +247,432 +8%
VanEck Associates
19
VanEck Associates
New York
$29.6M +$471K +49,920 +2%
Allianz Asset Management
20
Allianz Asset Management
Germany
$28.9M +$7.32M +776,026 +36%
OAG
21
Orbis Allan Gray
Bermuda
$28.6M -$4.79M -507,434 -15%
Barclays
22
Barclays
United Kingdom
$23.2M +$5.51M +584,219 +33%
Fidelity International
23
Fidelity International
Bermuda
$21.8M
Morgan Stanley
24
Morgan Stanley
New York
$21.2M +$10.4M +1,104,495 +107%
TA
25
Teachers Advisors
New York
$16.6M +$1.95M +206,495 +14%

CNH Hedge Fund Activity: Q2 2017 in Review

139 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in CNH Industrial (CNH) for Q2 2017, worth a combined $3.11B — up 12% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new CNH positions and 12 closed out — a net gain of 24 holders — while 48 added to existing stakes and 39 trimmed.

The largest buyer was Credit Agricole, adding an estimated $23.8M. The largest seller was Russell Investments Group, cutting an estimated $93.9M.

  • 139 institutional investors held CNH Industrial (CNH) as of Q2 2017, up from 115 in Q1 2017.
  • Funds reported $3.11B of CNH Industrial stock for Q2 2017, up 12% quarter-over-quarter.
  • 36 funds opened new CNH Industrial positions in Q2 2017 and 12 closed out, a net change of +24 holders.
  • The largest CNH Industrial buyer in Q2 2017 was Credit Agricole, an estimated $23.8M added.
  • The largest CNH Industrial seller in Q2 2017 was Russell Investments Group, an estimated $93.9M sold.

Based on aggregated 13F filings for Q2 2017.