We are live on ! Find out more

803 hedge funds and large institutions have $23.9B invested in Cummins in 2014 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 265 increasing their positions, 332 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 35

14% more funds holding in top 10

Funds holding in top 10: 2124 (+3)

7% more capital invested

Capital invested by funds: $22.3B → $23.9B (+$1.53B)

3.66% more ownership

Funds ownership: 80.5%84.16% (+3.7%)

3% more funds holding

Funds holding: 777803 (+26)

9% less call options, than puts

Call options by funds: $264M | Put options by funds: $291M

20% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 332

Holders
803
Holders Change
+26
Holders Change %
+3.35%
% of All Funds
23.07%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.69%
New
67
Increased
265
Reduced
332
Closed
35
Calls
$264M
Puts
$291M
Net Calls
-$27M
Net Calls Change
+$61.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
351
Sumitomo Mitsui DS Asset Management
Japan
$3.04M -$210K -1,391 -7%
CIBC Asset Management
352
CIBC Asset Management
Ontario, Canada
$3.03M -$164K -1,085 -5%
BCM
353
Bourgeon Capital Management
Connecticut
$3.02M +$469K +3,100 +19%
AAF
354
Andra AP-fonden
Sweden
$3.01M -$1.13M -7,500 -28%
TAM
355
Tocqueville Asset Management
New York
$2.99M -$71.9K -475 -2%
Asset Management One
356
Asset Management One
Japan
$2.97M -$999K -6,600 -26%
FSA
357
Financial Sense Advisors
California
$2.93M +$43.1K +285 +2%
SCA
358
Stonebridge Capital Advisors
Minnesota
$2.9M +$151 +1 +0%
BIM
359
Bridgecreek Investment Management
Oklahoma
$2.9M +$1.11M +7,340 +64%
FNBT
360
FineMark National Bank & Trust
Florida
$2.9M +$1.38M +9,140 +95%
WB
361
Webster Bank
Connecticut
$2.88M -$2.1M -13,902 -43%
SF
362
Synovus Financial
Georgia
$2.83M +$27.8K +184 +1%
WA
363
WBH Advisory
Maryland
$2.82M -$52.8K -349 -2%
BOH
364
Bank of Hawaii
Hawaii
$2.82M -$487K -3,217 -15%
IAS
365
IMA Advisory Services
Colorado
$2.81M +$81.7K +540 +3%
CONA
366
Capital One National Association
New York
$2.8M +$25.9K +171 +1%
JC
367
Jacobs & Co
California
$2.79M -$15.1K -100 -0.6%
CIA
368
Covington Investment Advisors
Pennsylvania
$2.76M -$27.2K -180 -1%
GCA
369
Greenwood Capital Associates
South Carolina
$2.75M -$2.72K -18 -0.1%
RBA
370
Richard Bernstein Advisors
New York
$2.74M +$2.69M +17,783 New
AII
371
AGF Investments Inc
Ontario, Canada
$2.73M -$151K -1,000 -5%
CCM
372
Carderock Capital Management
Maryland
$2.67M -$12.6K -83 -0.5%
TCM
373
Twin Capital Management
Pennsylvania
$2.63M +$292K +1,930 +13%
TAM
374
Trillium Asset Management
Massachusetts
$2.61M -$1.3M -8,623 -34%
MA
375
MUFG Americas
New York
$2.58M -$31.2K -206 -1%

CMI Hedge Fund Activity: Q2 2014 in Review

803 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2014, worth a combined $23.9B — up 6.9% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new CMI positions and 35 closed out — a net gain of 32 holders — while 265 added to existing stakes and 332 trimmed.

The largest buyer was Norges Bank, adding an estimated $639M. The largest seller was Harris Associates, cutting an estimated $267M.

  • 803 institutional investors held Cummins (CMI) as of Q2 2014, up from 777 in Q1 2014.
  • Funds reported $23.9B of Cummins stock for Q2 2014, up 6.9% quarter-over-quarter.
  • 67 funds opened new Cummins positions in Q2 2014 and 35 closed out, a net change of +32 holders.
  • The largest Cummins buyer in Q2 2014 was Norges Bank, an estimated $639M added.
  • The largest Cummins seller in Q2 2014 was Harris Associates, an estimated $267M sold.

Based on aggregated 13F filings for Q2 2014.