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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
TAF
376
Tredje AP-fonden
Sweden
$2.49M -$475K -2,780 -16%
ED
377
Exane Derivatives
France
$2.48M +$2.4M +14,031 +1,403,100%
PC
378
Palo Capital
California
$2.47M +$299K +1,749 +14%
COPPSERS
379
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.47M +$195K +1,141 +9%
FNBOO
380
First National Bank of Omaha
Nebraska
$2.46M
WAM
381
World Asset Management
Michigan
$2.46M -$190K -1,110 -7%
HAI
382
Hennessy Advisors Inc
California
$2.46M
ZIM
383
Zacks Investment Management
Illinois
$2.46M +$99.5K +582 +4%
FB
384
Fulton Bank
Pennsylvania
$2.4M +$813K +4,753 +54%
SBIA
385
Sheaff Brock Investment Advisors
Indiana
$2.4M -$16.6K -97 -0.7%
CS
386
Comerica Securities
Michigan
$2.39M +$142K +828 +7%
CGH
387
Crossmark Global Holdings
Texas
$2.33M -$494K -2,889 -18%
HCM
388
Horan Capital Management
Maryland
$2.33M -$39K -228 -2%
NA
389
Navellier & Associates
Nevada
$2.32M +$2.25M +13,155 New
SIC
390
SFE Investment Counsel
California
$2.31M +$1.18M +6,873 +111%
OWD
391
Osborn Williams & Donohoe
Ohio
$2.3M -$14K -82 -0.6%
MLL
392
Moody Lynn & Lieberson
Massachusetts
$2.29M -$734K -4,294 -26%
WEC
393
Winslow Evans & Crocker
Massachusetts
$2.27M -$33.9K -198 -2%
RBA
394
Richard Bernstein Advisors
New York
$2.25M
APFBOT
395
Amica Pension Fund Board of Trustees
Rhode Island
$2.23M +$1.18M +6,879 +120%
FA
396
FMA Advisory
Pennsylvania
$2.21M +$92.3K +540 +5%
NB
397
Norinchukin Bank
Japan
$2.2M +$128K +746 +6%
William Blair & Company
398
William Blair & Company
Illinois
$2.19M +$1.35M +7,885 +174%
MPAM
399
Murphy Pohlad Asset Management
Minnesota
$2.16M -$11.1K -65 -0.5%
OIM
400
Opus Investment Management
Massachusetts
$2.15M

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.