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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
SJIM
551
St. Johns Investment Management
Florida
$638K +$299 +2 +0%
FNT
552
First National Trust
Pennsylvania
$628K -$57.8K -386 -8%
TCM
553
Traynor Capital Management
Pennsylvania
$626K -$211K -1,407 -23%
GXMC
554
Global X Management Company
New York
$623K -$15.4K -103 -2%
BFG
555
Beacon Financial Group
Texas
$622K -$92.5K -618 -12%
ECM
556
ETrade Capital Management
Virginia
$622K +$147K +979 +26%
FRM
557
Fox Run Management
Connecticut
$615K +$692K +4,626 New
APFBOT
558
Amica Pension Fund Board of Trustees
Rhode Island
$613K
ACM
559
AlphaStar Capital Management
North Carolina
$611K +$327K +2,184 +91%
Balyasny Asset Management
560
Balyasny Asset Management
Illinois
$600K -$4.03M -26,905 -86%
HAM
561
Highstreet Asset Management
Ontario, Canada
$591K +$666K +4,447 New
RWA
562
Ropes Wealth Advisors
Massachusetts
$588K
SPIA
563
Steward Partners Investment Advisory
New York
$586K +$19.2K +128 +3%
LNWWM
564
Laird Norton Wetherby Wealth Management
California
$583K -$11.2K -75 -2%
CAG
565
Csenge Advisory Group
Florida
$582K -$110K -738 -14%
EM
566
ELCO Management
New York
$582K +$47.1K +315 +8%
PWAP
567
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$576K +$150 +1 +0%
EFS
568
Essex Financial Services
Connecticut
$576K +$59.1K +395 +10%
MYLI
569
Meiji Yasuda Life Insurance
Japan
$575K +$40.7K +272 +7%
WCM
570
Windsor Capital Management
Arizona
$570K +$31.4K +210 +5%
MF
571
Magnetar Financial
Illinois
$569K +$640K +4,279 New
FCFC
572
First Commonwealth Financial Corp
Pennsylvania
$562K +$37.3K +249 +6%
PA
573
Parallel Advisors
California
$559K -$114K -762 -15%
SBL
574
Sargent Bickham Lagudis
Colorado
$546K +$20.7K +138 +3%
BBA
575
BLB&B Advisors
Pennsylvania
$542K

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.