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773 hedge funds and large institutions have $15.9B invested in Cummins in 2016 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 290 increasing their positions, 283 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more funds holding in top 10

Funds holding in top 10: 114 (+13)

38% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 81

25% more capital invested

Capital invested by funds: $12.7B → $15.9B (+$3.22B)

11% more call options, than puts

Call options by funds: $356M | Put options by funds: $320M

7.38% more ownership

Funds ownership: 81.2%88.59% (+7.4%)

3% more funds holding

Funds holding: 752773 (+21)

2% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 283

Holders
773
Holders Change
+21
Holders Change %
+2.79%
% of All Funds
20.6%
Holding in Top 10
14
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+1,300%
% of All Funds
0.37%
New
112
Increased
290
Reduced
283
Closed
81
Calls
$356M
Puts
$320M
Net Calls
+$36.4M
Net Calls Change
+$163M
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
501
Rowland Carmichael Advisors
Arizona
$536K +$471K +4,872 New
JIC
502
Johnson Investment Counsel
Ohio
$530K -$22.6K -234 -5%
YP
503
Yellowstone Partners
Idaho
$530K +$17.2K +178 +4%
IA
504
Icon Advisers
Colorado
$528K -$483K -5,000 -51%
SACTSONJ
505
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$528K
Thrivent Financial for Lutherans
506
Thrivent Financial for Lutherans
Minnesota
$522K +$13.1K +136 +3%
GHA
507
GW Henssler & Associates
Georgia
$517K -$704K -7,278 -61%
CAM
508
Columbia Asset Management
Michigan
$513K +$452K +4,675 New
CIC
509
Cornercap Investment Counsel
Georgia
$510K -$116K -1,200 -21%
FFC
510
First Financial Corp
Indiana
$510K
MC
511
Moors & Cabot
Massachusetts
$501K +$105K +1,089 +31%
CF
512
CenterStar Fund
Illinois
$495K
SJIM
513
St. Johns Investment Management
Florida
$495K +$425K +4,399 +4,399%
CHJWM
514
Carlton Hofferkamp & Jenks Wealth Management
Texas
$490K -$6.77K -70 -2%
ANRIA
515
American National Registered Investment Advisor
Texas
$488K -$1.45K -15 -0.3%
WCM
516
Windsor Capital Management
Arizona
$487K +$35.5K +367 +9%
MNBTD
517
Moody National Bank Trust Division
Texas
$480K
GF
518
Gerstein Fisher
New York
$475K -$45.7K -473 -10%
HNB
519
Huntington National Bank
Ohio
$473K -$11.6K -120 -3%
SIC
520
SFE Investment Counsel
California
$472K +$46.9K +485 +13%
SFFS
521
Stonehage Fleming Financial Services
Jersey
$471K +$414K +4,285 New
EI
522
EDMP Inc
Florida
$465K +$74.2K +767 +22%
V
523
Veritable
Delaware
$463K -$91.9K -951 -18%
GA
524
Geneva Advisors
Illinois
$463K +$9.57K +99 +2%
CCM
525
Chilton Capital Management
Texas
$459K -$132K -1,370 -25%

CMI Hedge Fund Activity: Q1 2016 in Review

773 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q1 2016, worth a combined $15.9B — up 25% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new CMI positions and 81 closed out — a net gain of 31 holders — while 290 added to existing stakes and 283 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $460M. The largest seller was Credit Suisse, cutting an estimated $152M.

  • 773 institutional investors held Cummins (CMI) as of Q1 2016, up from 752 in Q4 2015.
  • Funds reported $15.9B of Cummins stock for Q1 2016, up 25% quarter-over-quarter.
  • 112 funds opened new Cummins positions in Q1 2016 and 81 closed out, a net change of +31 holders.
  • The largest Cummins buyer in Q1 2016 was Royal London Asset Management, an estimated $460M added.
  • The largest Cummins seller in Q1 2016 was Credit Suisse, an estimated $152M sold.

Based on aggregated 13F filings for Q1 2016.