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781 hedge funds and large institutions have $15.9B invested in Cummins in 2015 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 314 increasing their positions, 302 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.6% more ownership

Funds ownership: 80.79%82.39% (+1.6%)

4% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 302

5% less funds holding

Funds holding: 820781 (-39)

16% less capital invested

Capital invested by funds: $19.1B → $15.9B (-$3.14B)

30% less call options, than puts

Call options by funds: $244M | Put options by funds: $348M

34% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 100

58% less funds holding in top 10

Funds holding in top 10: 125 (-7)

Holders
781
Holders Change
-39
Holders Change %
-4.76%
% of All Funds
21.8%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.14%
New
66
Increased
314
Reduced
302
Closed
100
Calls
$244M
Puts
$348M
Net Calls
-$104M
Net Calls Change
+$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SLAM
551
Swiss Life Asset Management
$415K +$13.3K +108 +3%
PI
552
Putnam Investments
Massachusetts
$414K -$37.1K -300 -7%
MC
553
Moors & Cabot
Massachusetts
$414K +$151K +1,224 +47%
ATC
554
Adirondack Trust Company
New York
$413K
BRWM
555
B. Riley Wealth Management
Tennessee
$404K -$1.48K -12 -0.3%
GIM
556
Grassi Investment Management
California
$402K
ALA
557
Atherton Lane Advisers
California
$400K -$22.8M -184,940 -98%
GCA
558
Gideon Capital Advisors
New York
$400K -$1.33M -10,753 -74%
FCI
559
Financial Counselors Inc
Kansas
$399K -$4.22M -34,185 -90%
RMAM
560
Raab & Moskowitz Asset Management
New Jersey
$399K -$76.5K -619 -14%
MWM
561
Mission Wealth Management
California
$399K
TAM
562
Trillium Asset Management
Massachusetts
$396K -$766K -6,199 -63%
CI
563
Constellation Investments
Ohio
$391K
OMCS
564
Old Mutual Customised Solutions
South Africa
$391K
VIA
565
Vident Investment Advisory
Georgia
$390K +$418K +3,384 +1,596%
Capstone Investment Advisors
566
Capstone Investment Advisors
New York
$390K +$445K +3,600 New
BDF
567
Balasa Dinverno & Foltz
$389K +$228K +1,850 +107%
DP
568
Dearborn Partners
Illinois
$388K -$162K -1,315 -27%
HNB
569
Huntington National Bank
Ohio
$386K +$14.1K +114 +3%
Tudor Investment Corp
570
Tudor Investment Corp
Connecticut
$380K -$541K -4,379 -56%
CA
571
Cambridge Advisors
Nebraska
$376K +$49.4K +400 +13%
NPC
572
National Planning Corporation
California
$375K -$97.3K -788 -18%
WP
573
WMS Partners
Maryland
$374K +$61.8K +500 +17%
OWP
574
Obermeyer Wealth Partners
Colorado
$369K -$10M -81,157 -96%
SFSIG
575
San Francisco Sentry Investment Group
California
$369K -$29K -235 -6%

CMI Hedge Fund Activity: Q3 2015 in Review

781 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q3 2015, worth a combined $15.9B — down 16% from $19.1B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of CMI and 66 opened new positions — a net loss of 34 holders — while 302 trimmed existing stakes and 314 added.

The largest buyer was Harris Associates, adding an estimated $597M. The largest seller was Fidelity Investments, cutting an estimated $189M.

  • 781 institutional investors held Cummins (CMI) as of Q3 2015, down from 820 in Q2 2015.
  • Funds reported $15.9B of Cummins stock for Q3 2015, down 16% quarter-over-quarter.
  • 66 funds opened new Cummins positions in Q3 2015 and 100 closed out, a net change of -34 holders.
  • The largest Cummins buyer in Q3 2015 was Harris Associates, an estimated $597M added.
  • The largest Cummins seller in Q3 2015 was Fidelity Investments, an estimated $189M sold.

Based on aggregated 13F filings for Q3 2015.