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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
DCM
401
Dupont Capital Management
Delaware
$2.16M -$1.95M -13,015 -49%
TAF
402
Tredje AP-fonden
Sweden
$2.15M -$57K -380 -3%
SLA
403
Silver Lake Advisory
Utah
$2.15M +$111K +738 +6%
OLA
404
Oliver Luxxe Assets
New Jersey
$2.15M +$2.05M +13,640 New
AAM
405
Azzad Asset Management
Virginia
$2.15M +$185K +1,233 +10%
BC
406
Brinker Capital
Pennsylvania
$2.13M +$443K +2,954 +28%
DIA
407
Dean Investment Associates
Ohio
$2.13M +$247K +1,645 +14%
VCM
408
Violich Capital Management
California
$2.13M -$56.3K -375 -3%
NA
409
Navellier & Associates
Nevada
$2.13M -$31.7K -211 -2%
OSNBOA
410
Old Second National Bank of Aurora
Illinois
$2.13M +$233K +1,550 +13%
ACS
411
Archford Capital Strategies
Illinois
$2.12M +$326K +2,170 +19%
SMFG
412
Sumitomo Mitsui Financial Group
Japan
$2.12M -$105K -698 -5%
DWM
413
Darwin Wealth Management
Florida
$2.11M +$2M +13,363 New
SLWS
414
Swaine & Leidel Wealth Services
Florida
$2.09M +$384K +2,561 +31%
CI
415
CX Institutional
Indiana
$2.07M +$1.97M +13,104 New
AS
416
Altshuler Shaham
Israel
$2.06M
XK
417
Xact Kapitalforvaltning
Sweden
$2.06M -$189K -1,259 -9%
DILIC
418
Dai-ichi Life Insurance Company
Japan
$2.04M -$2.1M -14,000 -52%
PFS
419
Prospera Financial Services
Texas
$2.04M +$83K +553 +5%
OIM
420
Orca Investment Management
Oregon
$2.03M -$19.4K -129 -1%
CM
421
Churchill Management
California
$2.01M +$1.91M +12,757 New
RPI
422
Railway Pension Investments
United Kingdom
$2.01M +$1.91M +12,759 New
MMA
423
Miracle Mile Advisors
California
$1.99M +$1.89M +12,625 New
PAG
424
Private Advisor Group
New Jersey
$1.99M +$635K +4,233 +50%
ACM
425
Alta Capital Management
Utah
$1.99M +$198K +1,319 +12%

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.