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879 hedge funds and large institutions have $22.2B invested in Cummins in 2017 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 308 increasing their positions, 325 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 60

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

9% more capital invested

Capital invested by funds: $20.5B → $22.2B (+$1.75B)

3% more funds holding

Funds holding: 855879 (+24)

0.94% more ownership

Funds ownership: 80.73%81.67% (+0.94%)

5% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 325

65% less call options, than puts

Call options by funds: $216M | Put options by funds: $619M

Holders
879
Holders Change
+24
Holders Change %
+2.81%
% of All Funds
21.91%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.5%
New
91
Increased
308
Reduced
325
Closed
60
Calls
$216M
Puts
$619M
Net Calls
-$403M
Net Calls Change
-$228M
Name Holding Trade Value Shares
Change
Change in
Stake
BFIM
251
Beese Fulmer Investment Management
Ohio
$5.19M +$44.1K +284 +0.9%
CIA
252
Capital Investment Advisors
Georgia
$5.16M -$379K -2,441 -7%
FEG
253
Financial Enhancement Group
Indiana
$5.13M +$155K +1,002 +3%
PWS
254
Peloton Wealth Strategists
Indiana
$5.07M -$248K -1,600 -5%
Creative Planning
255
Creative Planning
Kansas
$5.06M +$666K +4,292 +16%
NG
256
NatWest Group
United Kingdom
$5.04M -$547K -3,528 -10%
KeyBank National Association
257
KeyBank National Association
Ohio
$5M -$435K -2,803 -8%
IHL
258
Investment House LLC
California
$4.99M +$40.3K +260 +0.9%
CIC
259
Cornercap Investment Counsel
Georgia
$4.99M +$1.83M +11,810 +62%
Public Employees Retirement Association of Colorado
260
Public Employees Retirement Association of Colorado
Colorado
$4.92M -$1.24K -8 -0%
State of New Jersey Common Pension Fund D
261
State of New Jersey Common Pension Fund D
New Jersey
$4.87M -$776K -5,000 -14%
EIM
262
ExxonMobil Investment Management
Texas
$4.81M -$727K -4,683 -14%
URS
263
Utah Retirement Systems
Utah
$4.72M +$31K +200 +0.7%
Janney Montgomery Scott
264
Janney Montgomery Scott
Pennsylvania
$4.71M +$730K +4,704 +19%
UR
265
USCA RIA
Texas
$4.67M -$2.8M -18,037 -39%
SC
266
Shellback Capital
Massachusetts
$4.66M -$6.33M -40,820 -59%
MLL
267
Moody Lynn & Lieberson
Massachusetts
$4.53M +$1.63M +10,487 +60%
BCM
268
Birmingham Capital Management
Alabama
$4.46M +$155 +1 +0%
CIBC Private Wealth Group
269
CIBC Private Wealth Group
Georgia
$4.45M +$257K +1,657 +6%
Baird Financial Group
270
Baird Financial Group
Wisconsin
$4.43M +$95.9K +618 +2%
BC
271
Burney Company
Virginia
$4.37M -$115K -744 -3%
LGC
272
Laurel Grove Capital
California
$4.34M -$59.4K -383 -1%
CAM
273
Congress Asset Management
Massachusetts
$4.33M +$4.14M +26,694 New
DADC
274
D.A. Davidson & Co
Montana
$4.29M +$98.9K +637 +2%
CCM
275
Cadence Capital Management
Massachusetts
$4.26M -$258K -1,663 -6%

CMI Hedge Fund Activity: Q2 2017 in Review

879 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2017, worth a combined $22.2B — up 8.5% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new CMI positions and 60 closed out — a net gain of 31 holders — while 308 added to existing stakes and 325 trimmed.

The largest buyer was AJO LP, adding an estimated $177M. The largest seller was T. Rowe Price Associates, cutting an estimated $257M.

  • 879 institutional investors held Cummins (CMI) as of Q2 2017, up from 855 in Q1 2017.
  • Funds reported $22.2B of Cummins stock for Q2 2017, up 8.5% quarter-over-quarter.
  • 91 funds opened new Cummins positions in Q2 2017 and 60 closed out, a net change of +31 holders.
  • The largest Cummins buyer in Q2 2017 was AJO LP, an estimated $177M added.
  • The largest Cummins seller in Q2 2017 was T. Rowe Price Associates, an estimated $257M sold.

Based on aggregated 13F filings for Q2 2017.