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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
Neuberger Berman Group
326
Neuberger Berman Group
New York
$3.32M -$3.57M -23,767 -53%
JG
327
Jefferies Group
New York
$3.31M +$2.89M +19,258 +1,117%
KIG
328
Kessler Investment Group
Indiana
$3.29M +$2.11M +14,032 +206%
CSIC
329
Clifford Swan Investment Counsel
California
$3.28M -$23.3K -155 -0.7%
RB
330
Rodgers Brothers
Pennsylvania
$3.27M -$91.4K -609 -3%
MSA
331
Mason Street Advisors
Wisconsin
$3.26M -$26.3K -175 -0.8%
AB
332
Amalgamated Bank
New York
$3.24M +$73.7K +491 +2%
Fifth Third Bancorp
333
Fifth Third Bancorp
Ohio
$3.2M -$400K -2,667 -12%
Balyasny Asset Management
334
Balyasny Asset Management
Illinois
$3.18M +$525K +3,500 +21%
CFB
335
Cullen/Frost Bankers
Texas
$3.18M -$155K -1,034 -5%
PI
336
PEAK6 Investments
Illinois
$3.17M +$3.02M +20,104 New
Creative Planning
337
Creative Planning
Kansas
$3.1M +$21.3K +142 +0.7%
SCP
338
Silverleafe Capital Partners
Tennessee
$3.08M +$19.4K +129 +0.7%
MOACM
339
Mutual of America Capital Management
New York
$3.07M +$1.95K +13 +0.1%
OC
340
Oppenheimer & Co
New York
$2.99M +$355K +2,366 +14%
HIM
341
Hotaling Investment Management
Pennsylvania
$2.94M +$476K +3,170 +21%
SCM
342
Stevens Capital Management
Pennsylvania
$2.93M -$5.36M -35,741 -66%
NIT
343
NumerixS Investment Technologies
British Columbia, Canada
$2.9M +$2.79M +18,600 New
GIM
344
Goelzer Investment Management
Indiana
$2.88M +$2.74M +18,269 New
HAM
345
Hammer Asset Management
California
$2.88M +$734K +4,893 +37%
SB
346
Simmons Bank
Arkansas
$2.88M -$121K -805 -4%
RWM
347
RBA Wealth Management
California
$2.87M +$2.65M +17,643 New
B
348
Bailard
California
$2.85M +$57.2K +381 +2%
KA
349
Kintegral Advisory
New York
$2.83M +$903K +6,021 +50%
ZIM
350
Zacks Investment Management
Illinois
$2.82M +$422K +2,813 +19%

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.