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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
VFA
476
Valeo Financial Advisors
Indiana
$1.27M +$12.1K +71 +1%
RT
477
Rockland Trust
Massachusetts
$1.26M +$8.89K +52 +0.7%
RJT
478
Raymond James Trust
Florida
$1.25M +$186K +1,086 +18%
JFGIW
479
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.25M +$15K +88 +1%
1SB
480
1ST Source Bank
Indiana
$1.23M +$20.2K +118 +2%
Truist Financial
481
Truist Financial
North Carolina
$1.22M -$4.79K -28 -0.4%
OI
482
Oakbrook Investments
Illinois
$1.21M -$888K -5,190 -43%
DCM
483
Donaldson Capital Management
Indiana
$1.2M +$26.8K +157 +2%
ACM
484
Aviance Capital Management
Florida
$1.2M +$130K +762 +13%
AHC
485
Anderson Hoagland & Co
Missouri
$1.19M
GFPC
486
Global Financial Private Capital
Florida
$1.19M +$805K +4,705 +233%
AIM
487
Acropolis Investment Management
Missouri
$1.19M -$11.1K -65 -1%
KI
488
Koch Industries
Kansas
$1.17M +$855K +4,999 +304%
SSB
489
Sandy Spring Bank
Maryland
$1.17M +$3.59K +21 +0.3%
IA
490
IFP Advisors
Florida
$1.16M -$625K -3,652 -36%
Thrivent Financial for Lutherans
491
Thrivent Financial for Lutherans
Minnesota
$1.12M -$99.3M -580,539 -99%
ATIA
492
American Trust Investment Advisors
New Hampshire
$1.12M -$99.2K -580 -8%
LFAS
493
Level Four Advisory Services
Texas
$1.12M -$126K -735 -10%
GH
494
GAM Holding
Switzerland
$1.11M +$957K +5,596 +815%
LMGAM
495
Liberty Mutual Group Asset Management
Massachusetts
$1.11M -$22.4K -131 -2%
MA
496
MUFG Americas
New York
$1.11M +$855 +5 +0.1%
MCM
497
Mork Capital Management
California
$1.09M
BFG
498
Beacon Financial Group
Texas
$1.09M +$33.5K +196 +3%
FNT
499
First National Trust
Pennsylvania
$1.09M -$241K -1,411 -19%
BTS
500
BB&T Securities
Virginia
$1.08M -$16.1K -94 -2%

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.