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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
GSBTD
526
Glenview State Bank Trust Department
Illinois
$960K
CAN
527
Cetera Advisor Networks
California
$957K +$5.47K +32 +0.6%
OFS
528
Orrstown Financial Services
Pennsylvania
$956K -$54.2K -317 -6%
PWMAG
529
Pinnacle Wealth Management Advisory Group
New Jersey
$946K +$6.84K +40 +0.8%
N
530
Natixis
France
$941K +$911K +5,329 New
CT
531
Coastline Trust
Rhode Island
$935K -$9.4K -55 -1%
JG
532
Jefferies Group
New York
$923K -$681K -3,984 -43%
PP
533
Prudential plc
United Kingdom
$919K +$581K +3,400 +189%
AAM
534
Azzad Asset Management
Virginia
$908K +$197K +1,153 +29%
IA
535
IndexIQ Advisors
New York
$895K +$867K +5,069 New
Pacer Advisors
536
Pacer Advisors
Pennsylvania
$892K +$135K +787 +18%
PA
537
Profund Advisors
Maryland
$888K +$136K +795 +19%
PA
538
Parallel Advisors
California
$884K +$51.8K +303 +6%
FBC
539
Fairfield, Bush & Co
Connecticut
$883K
TCM
540
Traynor Capital Management
Pennsylvania
$881K +$225K +1,314 +36%
AF
541
Advisornet Financial
Minnesota
$881K +$853K +4,986 New
WA
542
Waverly Advisors
Alabama
$880K +$6.16K +36 +0.7%
AAMA
543
Advanced Asset Management Advisors
Ohio
$866K +$838K +4,900 New
BWM
544
BerganKDV Wealth Management
Minnesota
$863K +$27.2K +159 +3%
SNBOSD
545
Security National Bank of So Dak
Iowa
$857K -$15.4K -90 -2%
FTIOP
546
Fiduciary Trust International of Pennsylvania
Pennsylvania
$857K
GXMC
547
Global X Management Company
New York
$853K +$22.2K +130 +3%
SJIM
548
St. Johns Investment Management
Florida
$850K -$94.6K -553 -10%
SDIC
549
South Dakota Investment Council
South Dakota
$848K -$222K -1,300 -21%
JIC
550
Johnson Investment Counsel
Ohio
$842K -$12.7K -74 -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.