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905 hedge funds and large institutions have $23.4B invested in Cummins in 2017 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 316 increasing their positions, 328 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 59

5% more capital invested

Capital invested by funds: $22.2B → $23.4B (+$1.13B)

3% more funds holding

Funds holding: 879905 (+26)

1.37% more ownership

Funds ownership: 81.67%83.04% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

4% less repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 328

46% less call options, than puts

Call options by funds: $226M | Put options by funds: $416M

Holders
905
Holders Change
+26
Holders Change %
+2.96%
% of All Funds
22.56%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
96
Increased
316
Reduced
328
Closed
59
Calls
$226M
Puts
$416M
Net Calls
-$190M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Change in
Stake
BFIM
251
Beese Fulmer Investment Management
Ohio
$5.52M +$140K +868 +3%
GWM
252
Geneos Wealth Management
Colorado
$5.5M -$244K -1,510 -4%
Westfield Capital Management
253
Westfield Capital Management
Massachusetts
$5.45M +$5.25M +32,450 New
CIA
254
Capital Investment Advisors
Georgia
$5.45M +$92.2K +570 +2%
CIC
255
Cornercap Investment Counsel
Georgia
$5.36M +$187K +1,155 +4%
CCM
256
Cadence Capital Management
Massachusetts
$5.35M +$903K +5,581 +21%
MNA
257
Manning & Napier Advisors
New York
$5.32M -$463K -2,860 -8%
LS
258
Livforsakringsbolaget Skandia
Sweden
$5.31M +$4.13M +25,510 +420%
AAF
259
Andra AP-fonden
Sweden
$5.23M -$259K -1,600 -5%
MAM
260
Meeder Asset Management
Ohio
$5.2M -$467K -2,884 -9%
IHL
261
Investment House LLC
California
$5.19M +$20.2K +125 +0.4%
Creative Planning
262
Creative Planning
Kansas
$5.18M -$53.9K -333 -1%
Cambridge Investment Research Advisors
263
Cambridge Investment Research Advisors
Iowa
$5.15M +$806K +4,982 +19%
KeyBank National Association
264
KeyBank National Association
Ohio
$5.13M -$50.2K -310 -1%
CSS
265
Cubist Systematic Strategies
Connecticut
$5.08M +$2.72M +16,783 +125%
WG
266
Winton Group
United Kingdom
$5.07M -$1.29M -8,002 -21%
Envestnet Asset Management
267
Envestnet Asset Management
Illinois
$5.06M -$3.14M -19,397 -39%
State of New Jersey Common Pension Fund D
268
State of New Jersey Common Pension Fund D
New Jersey
$5.04M
URS
269
Utah Retirement Systems
Utah
$4.91M +$16.2K +100 +0.3%
CIBC Private Wealth Group
270
CIBC Private Wealth Group
Georgia
$4.89M +$271K +1,674 +6%
DADC
271
D.A. Davidson & Co
Montana
$4.84M +$384K +2,370 +9%
EIM
272
ExxonMobil Investment Management
Texas
$4.83M -$145K -898 -3%
Public Employees Retirement Association of Colorado
273
Public Employees Retirement Association of Colorado
Colorado
$4.79M -$297K -1,834 -6%
Jane Street
274
Jane Street
New York
$4.78M -$2.9M -17,930 -39%
PG
275
PEAK6 Group
Illinois
$4.75M +$1.34M +8,296 +41%

CMI Hedge Fund Activity: Q3 2017 in Review

905 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q3 2017, worth a combined $23.4B — up 5.1% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new CMI positions and 59 closed out — a net gain of 37 holders — while 316 added to existing stakes and 328 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $401M. The largest seller was T. Rowe Price Associates, cutting an estimated $310M.

  • 905 institutional investors held Cummins (CMI) as of Q3 2017, up from 879 in Q2 2017.
  • Funds reported $23.4B of Cummins stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 96 funds opened new Cummins positions in Q3 2017 and 59 closed out, a net change of +37 holders.
  • The largest Cummins buyer in Q3 2017 was Boston Partners, an estimated $401M added.
  • The largest Cummins seller in Q3 2017 was T. Rowe Price Associates, an estimated $310M sold.

Based on aggregated 13F filings for Q3 2017.