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992 hedge funds and large institutions have $24.6B invested in Cummins in 2017 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 374 increasing their positions, 310 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 64

21% more repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 310

10% more funds holding

Funds holding: 905992 (+87)

5% more capital invested

Capital invested by funds: $23.4B → $24.6B (+$1.24B)

1.13% more ownership

Funds ownership: 83.04%84.17% (+1.1%)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

49% less call options, than puts

Call options by funds: $328M | Put options by funds: $648M

Holders
992
Holders Change
+87
Holders Change %
+9.61%
% of All Funds
22.5%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.34%
New
161
Increased
374
Reduced
310
Closed
64
Calls
$328M
Puts
$648M
Net Calls
-$320M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Change in
Stake
KIC
326
Keating Investment Counselors
Florida
$3.5M -$751K -4,390 -18%
PWS
327
Peloton Wealth Strategists
Indiana
$3.48M -$874K -5,113 -21%
CIP
328
Cornerstone Investment Partners
Georgia
$3.47M +$855 +5 +0%
SG Americas Securities
329
SG Americas Securities
New York
$3.36M +$1.72M +10,037 +112%
PTCG
330
Pring Turner Capital Group
California
$3.32M -$71.8K -420 -2%
KIG
331
Kessler Investment Group
Indiana
$3.32M +$56.3K +329 +2%
Daiwa Securities Group
332
Daiwa Securities Group
Japan
$3.24M +$1.76M +10,290 +128%
PAM
333
Paradigm Asset Management
New York
$3.21M +$3.11M +18,200 New
KM
334
Kalos Management
Georgia
$3.21M +$5.81K +34 +0.2%
B
335
BP
United Kingdom
$3.18M -$342K -2,000 -10%
FHA
336
First Horizon Advisors
Tennessee
$3.14M +$212K +1,237 +8%
ASN
337
Advisory Services Network
Georgia
$3.14M +$281K +1,642 +10%
UCFA
338
United Capital Financial Advisors
Texas
$3.1M -$9.23K -54 -0.3%
Natixis Advisors
339
Natixis Advisors
Massachusetts
$3.08M +$103K +605 +4%
FLPIM
340
F.L. Putnam Investment Management
Massachusetts
$3.06M +$1.51M +8,811 +103%
RB
341
Rodgers Brothers
Pennsylvania
$3.04M -$77K -450 -3%
TRSOTSOK
342
Teachers Retirement System of the State of Kentucky
Kentucky
$3.02M
AMI
343
Amica Mutual Insurance
Rhode Island
$3.02M +$1.58M +9,244 +118%
B
344
Bailard
California
$3M -$103K -600 -3%
CFC
345
Cincinnati Financial Corp
Ohio
$3M
LOAMS
346
Lombard Odier Asset Management (Switzerland)
Switzerland
$3M -$45.5K -266 -2%
HT
347
HAP Trading
New York
$2.96M +$2.87M +16,786 New
CB
348
Commerce Bank
Missouri
$2.96M -$32K -187 -1%
MML Investors Services
349
MML Investors Services
Massachusetts
$2.95M +$196K +1,145 +7%
3C
350
361 Capital
Colorado
$2.93M -$1.9M -11,102 -40%

CMI Hedge Fund Activity: Q4 2017 in Review

992 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q4 2017, worth a combined $24.6B — up 5.3% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new CMI positions and 64 closed out — a net gain of 97 holders — while 374 added to existing stakes and 310 trimmed.

The largest buyer was Amundi Asset Management US, opening a new position worth an estimated $203M. The largest seller was American International Group, cutting an estimated $577M.

  • 992 institutional investors held Cummins (CMI) as of Q4 2017, up from 905 in Q3 2017.
  • Funds reported $24.6B of Cummins stock for Q4 2017, up 5.3% quarter-over-quarter.
  • 161 funds opened new Cummins positions in Q4 2017 and 64 closed out, a net change of +97 holders.
  • The largest Cummins buyer in Q4 2017 was Amundi Asset Management US, an estimated $203M added.
  • The largest Cummins seller in Q4 2017 was American International Group, an estimated $577M sold.

Based on aggregated 13F filings for Q4 2017.