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Cummins

774 hedge funds and large institutions have $17.3B invested in Cummins in 2016 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 274 increasing their positions, 295 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

52% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 54

11% more capital invested

Capital invested by funds: $15.6B → $17.3B (+$1.73B)

2% more funds holding

Funds holding: 757774 (+17)

0.23% less ownership

Funds ownership: 81.5%81.27% (-0.23%)

7% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 295

17% less call options, than puts

Call options by funds: $294M | Put options by funds: $353M

Holders
774
Holders Change
+17
Holders Change %
+2.25%
% of All Funds
20.65%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.45%
New
82
Increased
274
Reduced
295
Closed
54
Calls
$294M
Puts
$353M
Net Calls
-$58.9M
Net Calls Change
-$6.66M
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
526
Ronald Blue & Co
Georgia
$517K +$40K +330 +9%
LNWWM
527
Laird Norton Wetherby Wealth Management
California
$511K -$13.2K -109 -3%
TIP
528
Torray Investment Partners
Maryland
$511K +$24.3K +200 +5%
CCMINC
529
Cardinal Capital Management Inc (North Carolina)
North Carolina
$510K
MC
530
Moors & Cabot
Massachusetts
$499K -$42.6K -351 -8%
RC
531
RegentAtlantic Capital
New Jersey
$490K +$60.8K +501 +15%
CC
532
ClearArc Capital
Ohio
$489K -$3.88K -32 -0.8%
SIC
533
SFE Investment Counsel
California
$489K
CA
534
Cambridge Advisors
Nebraska
$489K +$485 +4 +0.1%
EOJOAM
535
E. Ohman J:or Asset Management
Sweden
$487K
GS
536
GAM Systematic
United Kingdom
$485K +$404K +3,332 +734%
BCAM
537
Boston Common Asset Management
Massachusetts
$483K +$88.6K +730 +24%
AIP
538
Ameritas Investment Partners
Nebraska
$475K +$6.67K +55 +2%
SFWA
539
Summit Financial Wealth Advisors
Louisiana
$472K -$39.4K -325 -8%
CHJWM
540
Carlton Hofferkamp & Jenks Wealth Management
Texas
$471K -$66.1K -545 -13%
Jones Financial Companies
541
Jones Financial Companies
Missouri
$470K +$39.2K +323 +10%
DBT
542
Dubuque Bank & Trust
Iowa
$459K +$9.71K +80 +2%
ECM
543
Element Capital Management
New York
$457K +$433K +3,569 New
AII
544
AGF Investments Inc
Ontario, Canada
$455K +$40.4K +333 +10%
MCM
545
Mengis Capital Management
Oregon
$454K -$60.7K -500 -12%
CL
546
Choreo LLC
Illinois
$454K +$2.43K +20 +0.6%
BFG
547
Beacon Financial Group
Texas
$453K +$74.6K +615 +20%
AIM
548
Anchor Investment Management
South Carolina
$452K -$33.4K -275 -7%
PI
549
Putnam Investments
Massachusetts
$449K -$12.1K -100 -3%
ACM
550
Alethea Capital Management
Washington
$449K +$60.7K +500 +17%

CMI Hedge Fund Activity: Q3 2016 in Review

774 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q3 2016, worth a combined $17.3B — up 11% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new CMI positions and 54 closed out — a net gain of 28 holders — while 274 added to existing stakes and 295 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $177M. The largest seller was Capital Research Global Investors, cutting an estimated $285M.

  • 774 institutional investors held Cummins (CMI) as of Q3 2016, up from 757 in Q2 2016.
  • Funds reported $17.3B of Cummins stock for Q3 2016, up 11% quarter-over-quarter.
  • 82 funds opened new Cummins positions in Q3 2016 and 54 closed out, a net change of +28 holders.
  • The largest Cummins buyer in Q3 2016 was Ninety One (UK), an estimated $177M added.
  • The largest Cummins seller in Q3 2016 was Capital Research Global Investors, an estimated $285M sold.

Based on aggregated 13F filings for Q3 2016.