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879 hedge funds and large institutions have $22.2B invested in Cummins in 2017 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 308 increasing their positions, 325 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 60

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

9% more capital invested

Capital invested by funds: $20.5B → $22.2B (+$1.75B)

3% more funds holding

Funds holding: 855879 (+24)

0.94% more ownership

Funds ownership: 80.73%81.67% (+0.94%)

5% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 325

65% less call options, than puts

Call options by funds: $216M | Put options by funds: $619M

Holders
879
Holders Change
+24
Holders Change %
+2.81%
% of All Funds
21.91%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.5%
New
91
Increased
308
Reduced
325
Closed
60
Calls
$216M
Puts
$619M
Net Calls
-$403M
Net Calls Change
-$228M
Name Holding Trade Value Shares
Change
Change in
Stake
Skandinaviska Enskilda Banken (SEB)
26
Skandinaviska Enskilda Banken (SEB)
Sweden
$186M +$5.37M +34,600 +3%
Wells Fargo
27
Wells Fargo
California
$185M -$7.6M -49,003 -4%
Credit Agricole
28
Credit Agricole
France
$183M +$146M +937,972 +493%
Principal Financial Group
29
Principal Financial Group
Iowa
$157M +$25.4M +163,536 +20%
LSV Asset Management
30
LSV Asset Management
Illinois
$156M +$512K +3,301 +0.3%
Legal & General Group
31
Legal & General Group
United Kingdom
$152M +$2.72M +17,538 +2%
UBS Group
32
UBS Group
Switzerland
$148M +$24M +154,417 +20%
Bank of America
33
Bank of America
North Carolina
$141M +$13.2M +85,354 +11%
Deutsche Bank
34
Deutsche Bank
Germany
$137M +$13.9M +89,318 +12%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$137M -$10.8M -69,537 -8%
TCIM
36
TIAA CREF Investment Management
New York
$134M +$9.03M +58,193 +8%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$132M -$24.1M -155,188 -16%
Charles Schwab
38
Charles Schwab
California
$130M +$4.71M +30,340 +4%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$128M -$26.1M -167,876 -18%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$127M +$108M +696,090 +785%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$127M -$16.5M -106,225 -12%
Morgan Stanley
42
Morgan Stanley
New York
$119M +$198K +1,275 +0.2%
PI
43
Putnam Investments
Massachusetts
$119M +$89.2M +574,864 +359%
JP Morgan Chase
44
JP Morgan Chase
New York
$112M -$44.6M -287,715 -29%
TA
45
Teachers Advisors
New York
$109M +$16.3M +105,083 +19%
Lord, Abbett & Co
46
Lord, Abbett & Co
New Jersey
$108M -$17.6M -113,100 -14%
CI
47
Cincinnati Insurance
Ohio
$108M
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$106M +$23.5M +151,369 +30%
Wellington Management Group
49
Wellington Management Group
Massachusetts
$102M +$2.05M +13,209 +2%
PPA
50
Parametric Portfolio Associates
Washington
$96M +$24.7M +159,194 +37%

CMI Hedge Fund Activity: Q2 2017 in Review

879 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2017, worth a combined $22.2B — up 8.5% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new CMI positions and 60 closed out — a net gain of 31 holders — while 308 added to existing stakes and 325 trimmed.

The largest buyer was AJO LP, adding an estimated $177M. The largest seller was T. Rowe Price Associates, cutting an estimated $257M.

  • 879 institutional investors held Cummins (CMI) as of Q2 2017, up from 855 in Q1 2017.
  • Funds reported $22.2B of Cummins stock for Q2 2017, up 8.5% quarter-over-quarter.
  • 91 funds opened new Cummins positions in Q2 2017 and 60 closed out, a net change of +31 holders.
  • The largest Cummins buyer in Q2 2017 was AJO LP, an estimated $177M added.
  • The largest Cummins seller in Q2 2017 was T. Rowe Price Associates, an estimated $257M sold.

Based on aggregated 13F filings for Q2 2017.