We are live on ! Find out more

927 hedge funds and large institutions have $17.8B invested in Cummins in 2018 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 330 increasing their positions, 352 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 352

1.25% less ownership

Funds ownership: 82.45%81.2% (-1.3%)

5% less funds holding

Funds holding: 971927 (-44)

19% less capital invested

Capital invested by funds: $22B → $17.8B (-$4.21B)

25% less call options, than puts

Call options by funds: $211M | Put options by funds: $280M

30% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 122

86% less funds holding in top 10

Funds holding in top 10: 71 (-6)

Holders
927
Holders Change
-44
Holders Change %
-4.53%
% of All Funds
21.22%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
86
Increased
330
Reduced
352
Closed
122
Calls
$211M
Puts
$280M
Net Calls
-$69M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
PT
476
Plimoth Trust
Massachusetts
$944K +$312K +2,085 +42%
PCM
477
Parsons Capital Management
Rhode Island
$930K -$50.7K -339 -5%
RJT
478
Raymond James Trust
Florida
$930K +$106K +710 +11%
OAM
479
Oppenheimer Asset Management
New York
$926K +$28.1K +188 +3%
WI
480
Wintrust Investments
Illinois
$925K +$748K +5,000 New
CTC
481
Central Trust Company
Missouri
$923K -$56.7K -379 -5%
SAM
482
Sompo Asset Management
Japan
$918K +$1.03M +6,900 New
Truist Financial
483
Truist Financial
North Carolina
$912K -$4.34K -29 -0.4%
FMII
484
Farmers & Merchants Investments Inc
Nebraska
$904K
BFC
485
Bedel Financial Consulting
Indiana
$901K +$122K +812 +14%
SWP
486
Strategic Wealth Partners
Ohio
$900K -$59.4K -397 -6%
PG
487
Pendal Group
Australia
$897K -$182K -1,215 -15%
EP
488
Edgestream Partners
New Jersey
$880K +$363K +2,428 +58%
EOJOAM
489
E. Ohman J:or Asset Management
Sweden
$878K +$284K +1,900 +40%
KRS
490
Kentucky Retirement Systems
Kentucky
$875K -$232K -1,552 -19%
AAM
491
Ascension Asset Management
New York
$868K +$41.2K +275 +4%
CCM
492
Compton Capital Management
Rhode Island
$865K +$142K +950 +17%
Tudor Investment Corp
493
Tudor Investment Corp
Connecticut
$864K +$972K +6,496 New
ATIA
494
American Trust Investment Advisors
New Hampshire
$860K +$30.7K +205 +3%
GP
495
Girard Partners
Pennsylvania
$858K +$92.8K +620 +11%
BF
496
BOK Financial
Oklahoma
$857K +$157K +1,046 +19%
LFAS
497
Level Four Advisory Services
Texas
$852K -$3.74K -25 -0.4%
SF
498
Synovus Financial
Georgia
$846K +$354K +2,362 +59%
MA
499
MUFG Americas
New York
$845K +$105K +700 +12%
MWM
500
Mission Wealth Management
California
$833K +$455K +3,039 +94%

CMI Hedge Fund Activity: Q2 2018 in Review

927 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2018, worth a combined $17.8B — down 19% from $22B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of CMI and 86 opened new positions — a net loss of 36 holders — while 352 trimmed existing stakes and 330 added.

The largest buyer was Boston Partners, adding an estimated $230M. The largest seller was Ninety One (UK), exiting entirely with an estimated $150M sold.

  • 927 institutional investors held Cummins (CMI) as of Q2 2018, down from 971 in Q1 2018.
  • Funds reported $17.8B of Cummins stock for Q2 2018, down 19% quarter-over-quarter.
  • 86 funds opened new Cummins positions in Q2 2018 and 122 closed out, a net change of -36 holders.
  • The largest Cummins buyer in Q2 2018 was Boston Partners, an estimated $230M added.
  • The largest Cummins seller in Q2 2018 was Ninety One (UK), an estimated $150M sold.

Based on aggregated 13F filings for Q2 2018.