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CNH

CNH Industrial

131 hedge funds and large institutions have $3.1B invested in CNH Industrial in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,082% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $34K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

27% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 41

0% less capital invested

Capital invested by funds: $3.11B → $3.1B (-$8.72M)

1.31% less ownership

Funds ownership: 23.06%21.76% (-1.3%)

6% less funds holding

Funds holding: 139131 (-8)

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

Holders
131
Holders Change
-8
Holders Change %
-5.76%
% of All Funds
3.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
52
Reduced
41
Closed
24
Calls
$1.42M
Puts
$34K
Net Calls
+$1.39M
Net Calls Change
-$516K
Name Holding Trade Value Shares
Change
Change in
Stake
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$383M +$1.18M +117,106 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$299M +$8.33M +826,246 +3%
Franklin Resources
3
Franklin Resources
California
$218M -$203M -20,159,823 -49%
Deutsche Bank
4
Deutsche Bank
Germany
$200M -$18.8M -1,867,358 -9%
Axa
5
Axa
France
$190M +$962K +95,436 +0.5%
SAM
6
Southeastern Asset Management
Tennessee
$186M -$50.9M -5,050,898 -22%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$150M -$11M -1,087,292 -7%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$135M -$2.17M -215,166 -2%
Norges Bank
9
Norges Bank
Norway
$125M +$36M +3,572,482 +43%
GI
10
GAMCO Investors
Connecticut
$121M +$8.09M +802,692 +7%
Credit Agricole
11
Credit Agricole
France
$106M -$295K -29,253 -0.3%
BOI
12
Bank of Italy
Italy
$84.2M -$4.41M -437,193 -5%
TCIM
13
TIAA CREF Investment Management
New York
$71.9M
CS
14
Credit Suisse
Switzerland
$66.7M +$6.17M +612,136 +11%
GF
15
Gabelli Funds
New York
$62.5M +$261K +25,852 +0.4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$58.3M -$131K -13,025 -0.2%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$56.2M +$54.2M +5,376,350 New
Swiss National Bank
18
Swiss National Bank
Switzerland
$55.2M +$558K +55,399 +1%
Renaissance Technologies
19
Renaissance Technologies
New York
$44.1M +$9.68M +960,255 +29%
Allianz Asset Management
20
Allianz Asset Management
Germany
$38.1M +$7.2M +714,060 +24%
VanEck Associates
21
VanEck Associates
New York
$28.8M -$2.35M -233,539 -8%
Morgan Stanley
22
Morgan Stanley
New York
$27.8M +$5.32M +527,332 +25%
JP Morgan Chase
23
JP Morgan Chase
New York
$25.4M +$9.31M +924,125 +61%
EAM
24
Exane Asset Management
France
$23.9M +$23M +2,285,324 New
Barclays
25
Barclays
United Kingdom
$20.6M -$3.72M -368,601 -16%

CNH Hedge Fund Activity: Q3 2017 in Review

131 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in CNH Industrial (CNH) for Q3 2017, worth a combined $3.1B — down 0.28% from $3.11B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of CNH and 18 opened new positions — a net loss of 6 holders — while 41 trimmed existing stakes and 52 added.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $54.2M. The largest seller was Franklin Resources, cutting an estimated $203M.

  • 131 institutional investors held CNH Industrial (CNH) as of Q3 2017, down from 139 in Q2 2017.
  • Funds reported $3.1B of CNH Industrial stock for Q3 2017, down 0.28% quarter-over-quarter.
  • 18 funds opened new CNH Industrial positions in Q3 2017 and 24 closed out, a net change of -6 holders.
  • The largest CNH Industrial buyer in Q3 2017 was Arrowstreet Capital, an estimated $54.2M added.
  • The largest CNH Industrial seller in Q3 2017 was Franklin Resources, an estimated $203M sold.

Based on aggregated 13F filings for Q3 2017.