Is CF Industries Holdings, Inc. (CF) A Good Stock To Buy?

As one would reasonably expect, some big names were breaking ground themselves. Hayman Advisors, managed by Kyle Bass, assembled the most valuable position in CF Industries Holdings, Inc. (NYSE:CF). Hayman Advisors had $20.8 million invested in the company at the end of the quarter. Matthew Barrett’s Glendon Capital Management also initiated a $17 million position during the quarter. The following funds were also among the new CF investors: Jorge Paulo Lemann’s 3G Capital, Paul Marshall and Ian Wace’s Marshall Wace LLP, and Phill Gross and Robert Atchinson’s Adage Capital Management.

Let’s check out hedge fund activity in other stocks – not necessarily in the same industry as CF Industries Holdings, Inc. (NYSE:CF) but similarly valued. We will take a look at Discovery Communications Inc. (NASDAQ:DISCK), Ulta Salon, Cosmetics & Fragrance, Inc. (NASDAQ:ULTA), Marathon Oil Corporation (NYSE:MRO), and Xerox Corporation (NYSE:XRX). All of these stocks’ market caps match CF’s market cap.

As you can see these stocks had an average of 30.75 hedge funds with bullish positions and the average amount invested in these stocks was $807 million. That figure was $1908 million in CF’s case. Marathon Oil Corporation (NYSE:MRO) is the most popular stock in this table. On the other hand Discovery Communications Inc. (NASDAQ:DISCK) is the least popular one with only 26 bullish hedge fund positions. Compared to these stocks CF Industries Holdings, Inc. (NYSE:CF) is more popular among hedge funds. Considering that hedge funds are fond of this stock in relation to its market cap peers, it may be a good idea to analyze it in detail and potentially include it in your portfolio.