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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
RFC
351
Regions Financial Corp
Alabama
$2.81M +$150K +998 +6%
OAM
352
Oxford Asset Management
United Kingdom
$2.8M -$8.05M -53,670 -75%
QIM
353
Quantitative Investment Management
Virginia
$2.79M +$2.66M +17,700 New
EF
354
Empirical Finance
Pennsylvania
$2.77M +$85.7K +571 +3%
ProShare Advisors
355
ProShare Advisors
Maryland
$2.77M -$126K -843 -5%
CB
356
Community Bank
New York
$2.77M +$56.3K +375 +2%
SAM
357
Silvercrest Asset Management
New York
$2.77M +$1.44M +9,579 +121%
SIC
358
SFE Investment Counsel
California
$2.76M +$207K +1,383 +9%
FB
359
Fulton Bank
Pennsylvania
$2.75M +$167K +1,115 +7%
Mariner
360
Mariner
Kansas
$2.74M +$1.49M +9,942 +134%
VFA
361
Valeo Financial Advisors
Indiana
$2.73M +$1.05M +7,017 +68%
HAI
362
Hennessy Advisors Inc
California
$2.71M +$2.58M +17,200 New
PWS
363
Peloton Wealth Strategists
Indiana
$2.69M -$37.5K -250 -1%
MAM
364
Martingale Asset Management
Massachusetts
$2.64M +$900K +6,002 +56%
BC
365
Burney Company
Virginia
$2.64M -$150K -1,000 -6%
Korea Investment Corp
366
Korea Investment Corp
South Korea
$2.63M -$2.81M -18,758 -53%
CB
367
Commerce Bank
Missouri
$2.59M -$105K -703 -4%
EF
368
Empowered Funds
Pennsylvania
$2.58M +$30.8K +205 +1%
HIMCH
369
Hartford Investment Management Co (HIMCO)
Connecticut
$2.58M -$269K -1,796 -10%
AI
370
Atria Investments
North Carolina
$2.56M +$1.78M +11,892 +276%
BPM
371
Bowling Portfolio Management
Ohio
$2.54M -$1.19M -7,948 -33%
CCM
372
Cadence Capital Management
Massachusetts
$2.52M -$150K -1,001 -6%
FMBTD
373
First Midwest Bank Trust Division
Illinois
$2.5M +$261K +1,737 +12%
SRAM
374
Stone Ridge Asset Management
New York
$2.5M +$218K +1,453 +10%
ASN
375
Advisory Services Network
Georgia
$2.5M +$558K +3,717 +31%

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.