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1,050 hedge funds and large institutions have $20.5B invested in Cummins in 2019 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 402 increasing their positions, 355 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 67

77% more call options, than puts

Call options by funds: $474M | Put options by funds: $268M

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

21% more capital invested

Capital invested by funds: $17B → $20.5B (+$3.48B)

13% more repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 355

8% more funds holding

Funds holding: 9711,050 (+79)

1.92% more ownership

Funds ownership: 80.69%82.61% (+1.9%)

Holders
1,050
Holders Change
+79
Holders Change %
+8.14%
% of All Funds
22.72%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.3%
New
156
Increased
402
Reduced
355
Closed
67
Calls
$474M
Puts
$268M
Net Calls
+$206M
Net Calls Change
+$263M
Name Holding Trade Value Shares
Change
Change in
Stake
DAC
551
Dividend Assets Capital
South Carolina
$964K -$104K -690 -10%
Truist Financial
552
Truist Financial
North Carolina
$963K -$86.7K -578 -9%
CWAG
553
Compton Wealth Advisory Group
Virginia
$951K
SF
554
Synovus Financial
Georgia
$947K -$95.3K -635 -10%
NFC
555
Northeast Financial Consultants
Connecticut
$947K +$900K +6,000 New
Daiwa Securities Group
556
Daiwa Securities Group
Japan
$941K -$464K -3,096 -34%
TCM
557
Traynor Capital Management
Pennsylvania
$941K +$196K +1,307 +28%
SCA
558
Snowden Capital Advisors
New York
$936K +$122K +815 +16%
RCA
559
Rowland Carmichael Advisors
Arizona
$936K -$9.6K -64 -1%
SO
560
STRS Ohio
Ohio
$936K +$28.1K +187 +3%
ADMI
561
Albert D. Mason Inc
Massachusetts
$929K +$26.3K +175 +3%
CL
562
CPWM LLC
Washington
$928K +$882K +5,880 New
PAMG
563
Patton Albertson Miller Group
Tennessee
$925K +$322K +2,147 +58%
CC
564
Cannell & Co
New York
$921K
ZIG
565
Zurich Insurance Group
Switzerland
$916K
Carson Wealth (CWM LLC)
566
Carson Wealth (CWM LLC)
Nebraska
$916K +$481K +3,205 +582%
TYCC
567
Texas Yale Capital Corp
Florida
$914K +$434K +2,896 +100%
VFA
568
Voya Financial Advisors
Connecticut
$913K +$213K +1,418 +32%
MCM
569
Mork Capital Management
California
$900K
CT
570
Coastline Trust
Rhode Island
$897K +$20.3K +135 +2%
MA
571
MUFG Americas
New York
$887K -$3.75K -25 -0.4%
CCM
572
Compton Capital Management
Rhode Island
$880K -$67.5K -450 -7%
RJT
573
Raymond James Trust
Florida
$879K -$31.1K -207 -4%
ACM
574
AlphaCrest Capital Management
New York
$876K +$322K +2,149 +63%
BIAS
575
Beacon Investment Advisory Services
New Jersey
$875K -$621K -4,138 -43%

CMI Hedge Fund Activity: Q1 2019 in Review

1,050 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q1 2019, worth a combined $20.5B — up 21% from $17B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new CMI positions and 67 closed out — a net gain of 89 holders — while 402 added to existing stakes and 355 trimmed.

The largest buyer was American Century Companies, adding an estimated $157M. The largest seller was Boston Partners, cutting an estimated $431M.

  • 1,050 institutional investors held Cummins (CMI) as of Q1 2019, up from 971 in Q4 2018.
  • Funds reported $20.5B of Cummins stock for Q1 2019, up 21% quarter-over-quarter.
  • 156 funds opened new Cummins positions in Q1 2019 and 67 closed out, a net change of +89 holders.
  • The largest Cummins buyer in Q1 2019 was American Century Companies, an estimated $157M added.
  • The largest Cummins seller in Q1 2019 was Boston Partners, an estimated $431M sold.

Based on aggregated 13F filings for Q1 2019.