We are live on ! Find out more

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
CCM
451
Canal Capital Management
Virginia
$1.74M +$56.4K +376 +4%
JCM
452
Jag Capital Management
Missouri
$1.72M +$55.8K +372 +4%
SGA
453
Strategic Global Advisors
California
$1.72M +$1.25M +8,308 +322%
FDCDDQ
454
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.72M +$28.4K +189 +2%
Macquarie Group
455
Macquarie Group
Australia
$1.71M -$960K -6,400 -37%
AQA
456
Alpha Quant Advisors
Texas
$1.71M -$46.2K -308 -3%
SMDAM
457
Sumitomo Mitsui DS Asset Management
Japan
$1.69M +$91.7K +611 +6%
OSAM
458
O'Shaughnessy Asset Management
Connecticut
$1.69M +$939K +6,258 +141%
UA
459
Unison Advisors
District of Columbia
$1.68M +$11.3K +75 +0.7%
SFI
460
Susquehanna Fundamental Investments
Pennsylvania
$1.66M
PG
461
Pendal Group
Australia
$1.66M +$1.58M +10,500 New
AIA
462
AGF Investments America
Ontario, Canada
$1.61M -$2.19M -14,568 -59%
FCCM
463
First City Capital Management
Georgia
$1.6M -$97.5K -650 -6%
SAM
464
Shell Asset Management
Netherlands
$1.59M
IC
465
Intersect Capital
California
$1.58M -$169K -1,127 -10%
AAMA
466
Advanced Asset Management Advisors
Ohio
$1.58M
CC
467
Cipher Capital
New York
$1.58M +$237K +1,581 +19%
GH
468
GAM Holding
Switzerland
$1.57M +$6.75K +45 +0.5%
SWP
469
Strategic Wealth Partners
Ohio
$1.57M +$194K +1,290 +15%
CA
470
Cumberland Advisors
Florida
$1.56M +$45K +300 +3%
II
471
IFM Investors
Australia
$1.55M +$117K +780 +9%
LA
472
Lau Associates
Delaware
$1.54M +$60K +400 +4%
CGH
473
Crossmark Global Holdings
Texas
$1.52M -$197K -1,311 -12%
FIM
474
Freedom Investment Management
Connecticut
$1.52M -$1.69M -11,264 -54%
EI
475
EDMP Inc
Florida
$1.51M +$36K +240 +3%

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.