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1,050 hedge funds and large institutions have $20.5B invested in Cummins in 2019 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 402 increasing their positions, 355 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 67

77% more call options, than puts

Call options by funds: $474M | Put options by funds: $268M

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

21% more capital invested

Capital invested by funds: $17B → $20.5B (+$3.48B)

13% more repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 355

8% more funds holding

Funds holding: 9711,050 (+79)

1.92% more ownership

Funds ownership: 80.69%82.61% (+1.9%)

Holders
1,050
Holders Change
+79
Holders Change %
+8.14%
% of All Funds
22.72%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.3%
New
156
Increased
402
Reduced
355
Closed
67
Calls
$474M
Puts
$268M
Net Calls
+$206M
Net Calls Change
+$263M
Name Holding Trade Value Shares
Change
Change in
Stake
MPM
301
Meritage Portfolio Management
Kansas
$3.95M -$8.85K -59 -0.2%
MPWT
302
MassMutual Private Wealth & Trust
Connecticut
$3.91M +$230K +1,533 +7%
Lazard Asset Management
303
Lazard Asset Management
New York
$3.86M +$2.13M +14,216 +139%
ECM
304
Element Capital Management
New York
$3.84M +$84.8K +565 +2%
AM
305
Atwater Malick
Pennsylvania
$3.83M +$207K +1,382 +6%
CWM
306
CIBC World Markets
New York
$3.83M -$232K -1,546 -6%
CSM
307
CAMG Solamere Management
North Carolina
$3.83M +$111K +741 +3%
MLICM
308
Metropolitan Life Insurance Company (MetLife)
New York
$3.68M -$146K -971 -4%
KCM
309
Kornitzer Capital Management
Kansas
$3.67M
RA
310
Royce & Associates
New York
$3.63M -$1.95M -13,000 -36%
CA
311
Cullinan Associates
Kentucky
$3.6M +$1.6M +10,690 +88%
OWD
312
Osborn Williams & Donohoe
Ohio
$3.52M +$85.8K +572 +3%
TCM
313
Twin Capital Management
Pennsylvania
$3.49M +$49.5K +330 +2%
NMIMC
314
Northwestern Mutual Investment Management Company
Wisconsin
$3.47M -$54.6K -364 -2%
UFG
315
United Fire Group
Iowa
$3.47M
LMIM
316
Lockheed Martin Investment Management
Maryland
$3.47M +$3.3M +22,000 New
NAM
317
Nissay Asset Management
Japan
$3.46M -$336K -2,239 -9%
Mitsubishi UFJ Asset Management
318
Mitsubishi UFJ Asset Management
Japan
$3.46M +$197K +1,316 +6%
CIBC World Market
319
CIBC World Market
Ontario, Canada
$3.45M -$4.63M -30,879 -59%
VIA
320
Vident Investment Advisory
Georgia
$3.45M +$2.6M +17,320 +381%
LCM
321
Logan Capital Management
Pennsylvania
$3.44M -$22.4K -149 -0.7%
CGM
322
Centenus Global Management
New York
$3.39M -$1.88M -12,500 -37%
OBGC
323
O'Brien Greene & Co
Pennsylvania
$3.37M +$39.8K +265 +1%
MML Investors Services
324
MML Investors Services
Massachusetts
$3.33M +$117K +777 +4%
AIA
325
Affinity Investment Advisors
California
$3.32M -$2.4M -16,023 -43%

CMI Hedge Fund Activity: Q1 2019 in Review

1,050 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q1 2019, worth a combined $20.5B — up 21% from $17B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new CMI positions and 67 closed out — a net gain of 89 holders — while 402 added to existing stakes and 355 trimmed.

The largest buyer was American Century Companies, adding an estimated $157M. The largest seller was Boston Partners, cutting an estimated $431M.

  • 1,050 institutional investors held Cummins (CMI) as of Q1 2019, up from 971 in Q4 2018.
  • Funds reported $20.5B of Cummins stock for Q1 2019, up 21% quarter-over-quarter.
  • 156 funds opened new Cummins positions in Q1 2019 and 67 closed out, a net change of +89 holders.
  • The largest Cummins buyer in Q1 2019 was American Century Companies, an estimated $157M added.
  • The largest Cummins seller in Q1 2019 was Boston Partners, an estimated $431M sold.

Based on aggregated 13F filings for Q1 2019.