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CNH

CNH Industrial
CNH

183 hedge funds and large institutions have $2.2B invested in CNH Industrial in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 66 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more call options, than puts

Call options by funds: $1.78M | Put options by funds: $421K

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

3% more funds holding

Funds holding: 177 → 183 (+6)

0.47% less ownership

Funds ownership: 22.09% → 21.62% (-0.47%)

12% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 66

30% less capital invested

Capital invested by funds: $3.13B → $2.2B (-$930M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
183
Holders Change
+6
Holders Change %
+3.39%
% of All Funds
4.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
58
Reduced
66
Closed
29
Calls
$1.78M
Puts
$421K
Net Calls
+$1.36M
Net Calls Change
+$59K

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$28.3M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$24.8M
3
PP
PDT Partners
New York
+$23.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$19M
5
CC
Carlson Capital
Texas
+$11.2M

Top Sellers

1
AIM
Artemis Investment Management
United Kingdom
-$37.3M
2
AAMU
Amundi Asset Management US
Massachusetts
-$25M
3
Deutsche Bank
Deutsche Bank
Germany
-$21.8M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$16.1M
5
UBS Group
UBS Group
Switzerland
-$12.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$352M +$28.3M +3,208,237 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$267M +$9.14M +1,036,012 +3%
Franklin Resources
3
Franklin Resources
California
$153M -$10.3M -1,162,526 -6%
Axa
4
Axa
France
$133M -$5.09M -576,825 -3%
GI
5
GAMCO Investors
Connecticut
$117M -$888K -100,647 -0.7%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$109M -$16.1M -1,821,542 -12%
SAM
7
Southeastern Asset Management
Tennessee
$97.3M -$11.2M -1,271,468 -9%
TCIM
8
TIAA CREF Investment Management
New York
$89.2M – – –
Allianz Asset Management
9
Allianz Asset Management
Germany
$61.5M -$5.74M -649,946 -8%
BOI
10
Bank of Italy
Italy
$61.2M – – –
GF
11
Gabelli Funds
New York
$57.4M +$1.15M +130,757 +2%
Deutsche Bank
12
Deutsche Bank
Germany
$56M -$21.8M -2,475,944 -26%
Barclays
13
Barclays
United Kingdom
$52M +$8.98M +1,017,462 +19%
CS
14
Credit Suisse
Switzerland
$43.1M -$6.79M -769,182 -13%
Swiss National Bank
15
Swiss National Bank
Switzerland
$41.3M +$284K +32,223 +0.6%
Norges Bank
16
Norges Bank
Norway
$40.7M +$2.21M +250,771 +5%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$28.6M +$19M +2,152,118 +143%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$28.2M -$2.29M -259,198 -7%
Morgan Stanley
19
Morgan Stanley
New York
$25.9M +$5.5M +623,799 +24%
JP Morgan Chase
20
JP Morgan Chase
New York
$24.2M -$6.04M -684,575 -18%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$23.7M +$24.8M +2,808,528 +1,313%
VanEck Associates
22
VanEck Associates
New York
$23.3M +$9.38K +1,063 +0%
PP
23
PDT Partners
New York
$21.2M +$23.9M +2,709,941 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$18.6M -$720K -81,611 -3%
BlackRock
25
BlackRock
New York
$14.4M -$36.3K -4,118 -0.2%
1
2 3 4 5

CNH Hedge Fund Activity: Q4 2018 in Review

183 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in CNH Industrial (CNH) for Q4 2018, worth a combined $2.2B — down 30% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new CNH positions and 29 closed out — a net gain of 7 holders — while 58 added to existing stakes and 66 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $28.3M. The largest seller was Artemis Investment Management, cutting an estimated $37.3M.

  • 183 institutional investors held CNH Industrial (CNH) as of Q4 2018, up from 177 in Q3 2018.
  • Funds reported $2.2B of CNH Industrial stock for Q4 2018, down 30% quarter-over-quarter.
  • 36 funds opened new CNH Industrial positions in Q4 2018 and 29 closed out, a net change of +7 holders.
  • The largest CNH Industrial buyer in Q4 2018 was Hotchkis & Wiley Capital Management, an estimated $28.3M added.
  • The largest CNH Industrial seller in Q4 2018 was Artemis Investment Management, an estimated $37.3M sold.

Based on aggregated 13F filings for Q4 2018.