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820 hedge funds and large institutions have $19.1B invested in Cummins in 2015 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 310 increasing their positions, 319 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 63

1.56% more ownership

Funds ownership: 79.23%80.79% (+1.6%)

1% more funds holding

Funds holding: 813820 (+7)

3% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 319

4% less capital invested

Capital invested by funds: $20B → $19.1B (-$888M)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

34% less call options, than puts

Call options by funds: $254M | Put options by funds: $388M

Holders
820
Holders Change
+7
Holders Change %
+0.86%
% of All Funds
22.08%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
81
Increased
310
Reduced
319
Closed
63
Calls
$254M
Puts
$388M
Net Calls
-$134M
Net Calls Change
-$73M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
351
JP Morgan Private Wealth Advisors
California
$2.02M -$267K -1,940 -11%
Cambridge Investment Research Advisors
352
Cambridge Investment Research Advisors
Iowa
$2.01M +$383K +2,784 +22%
Brown Advisory
353
Brown Advisory
Maryland
$2M -$588K -4,278 -22%
CBOA
354
Commonwealth Bank of Australia
Australia
$1.97M +$252K +1,830 +14%
HPIA
355
Hamilton Point Investment Advisors
North Carolina
$1.97M +$34.4K +250 +2%
AMI
356
Amica Mutual Insurance
Rhode Island
$1.96M
TWA
357
Tillar-Wenstrup Advisors
Ohio
$1.96M -$65.6K -477 -3%
DG
358
Davidson & Garrard
Virginia
$1.94M -$121K -881 -6%
OIM
359
Orca Investment Management
Oregon
$1.92M -$63.7K -463 -3%
UR
360
USCA RIA
Texas
$1.92M +$1.04M +7,597 +108%
BCM
361
Basswood Capital Management
New York
$1.92M +$2.01M +14,619 New
ATIA
362
American Trust Investment Advisors
New Hampshire
$1.91M -$19.9K -145 -1%
GCA
363
Gideon Capital Advisors
New York
$1.89M +$1.99M +14,436 New
GT
364
Glenmede Trust
Pennsylvania
$1.89M -$25.8M -187,425 -93%
SAM
365
Shell Asset Management
Netherlands
$1.88M -$163K -1,184 -8%
PG
366
PEAK6 Group
Illinois
$1.88M +$1.97M +14,305 New
HIM
367
Hutchens Investment Management
New Hampshire
$1.87M -$20.6K -150 -1%
MFS
368
McNamara Financial Services
Massachusetts
$1.87M -$20.6K -150 -1%
KIC
369
Keating Investment Counselors
Florida
$1.85M +$72.2K +525 +4%
SMDAM
370
Sumitomo Mitsui DS Asset Management
Japan
$1.85M -$180K -1,311 -9%
BOH
371
Bank of Hawaii
Hawaii
$1.84M -$24.6K -179 -1%
MMG
372
Monetary Management Group
Missouri
$1.84M +$131K +950 +7%
WSTAM
373
Wilbanks Smith & Thomas Asset Management
Virginia
$1.83M +$47.4K +345 +3%
ACS
374
Archford Capital Strategies
Illinois
$1.82M -$130K -948 -6%
FMBTD
375
First Midwest Bank Trust Division
Illinois
$1.81M -$167K -1,211 -8%

CMI Hedge Fund Activity: Q2 2015 in Review

820 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2015, worth a combined $19.1B — down 4.4% from $20B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new CMI positions and 63 closed out — a net gain of 18 holders — while 310 added to existing stakes and 319 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $220M.

  • 820 institutional investors held Cummins (CMI) as of Q2 2015, up from 813 in Q1 2015.
  • Funds reported $19.1B of Cummins stock for Q2 2015, down 4.4% quarter-over-quarter.
  • 81 funds opened new Cummins positions in Q2 2015 and 63 closed out, a net change of +18 holders.
  • The largest Cummins buyer in Q2 2015 was Allianz Asset Management, an estimated $334M added.
  • The largest Cummins seller in Q2 2015 was Capital World Investors, an estimated $220M sold.

Based on aggregated 13F filings for Q2 2015.