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879 hedge funds and large institutions have $22.2B invested in Cummins in 2017 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 308 increasing their positions, 325 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 60

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

9% more capital invested

Capital invested by funds: $20.5B → $22.2B (+$1.75B)

3% more funds holding

Funds holding: 855879 (+24)

0.94% more ownership

Funds ownership: 80.73%81.67% (+0.94%)

5% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 325

65% less call options, than puts

Call options by funds: $216M | Put options by funds: $619M

Holders
879
Holders Change
+24
Holders Change %
+2.81%
% of All Funds
21.91%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.5%
New
91
Increased
308
Reduced
325
Closed
60
Calls
$216M
Puts
$619M
Net Calls
-$403M
Net Calls Change
-$228M
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
576
Eaton Vance Management
Massachusetts
$593K +$568K +3,658 New
PFM
577
Parsec Financial Management
North Carolina
$592K -$55.9K -360 -9%
RC
578
RegentAtlantic Capital
New Jersey
$592K -$31.8K -205 -5%
MWM
579
Marietta Wealth Management
Georgia
$584K -$73.1K -471 -12%
AIA
580
Allegis Investment Advisors
Idaho
$579K -$761K -4,907 -58%
SFFS
581
Stonehage Fleming Financial Services
Jersey
$578K
TNBTD
582
Trustmark National Bank Trust Department
Mississippi
$578K +$159K +1,025 +40%
QAM
583
Quantres Asset Management
Cayman Islands
$568K +$543K +3,500 New
BHBT
584
Burke & Herbert Bank & Trust
Virginia
$563K
SFWA
585
Summit Financial Wealth Advisors
Louisiana
$556K -$58.2K -375 -10%
AW
586
Alpha Windward
Massachusetts
$556K +$532K +3,427 New
AP
587
Advisor Partners
California
$548K +$25.4K +164 +5%
ADMI
588
Albert D. Mason Inc
Massachusetts
$544K -$12.4K -80 -2%
TCM
589
Traynor Capital Management
Pennsylvania
$543K +$140K +903 +38%
LFAS
590
Level Four Advisory Services
Texas
$542K -$530K -3,415 -49%
CL
591
Choreo LLC
Illinois
$539K -$36.2K -233 -7%
EI
592
EDMP Inc
Florida
$538K -$89.2K -575 -15%
VI
593
Versor Investments
New York
$537K +$514K +3,310 New
FM
594
Foster & Motley
Ohio
$519K +$496K +3,197 New
MWNA
595
Marshall Wace North America
New York
$516K -$8.78M -56,589 -95%
PIM
596
Penobscot Investment Management
Massachusetts
$515K -$46.6K -300 -9%
Koshinski Asset Management
597
Koshinski Asset Management
Illinois
$515K +$129K +832 +36%
GEA
598
Glen Eagle Advisors
New Jersey
$510K +$155 +1 +0%
HF
599
HRT Financial
New York
$510K +$489K +3,149 New
SPC
600
Sigma Planning Corp
Michigan
$508K +$16.9K +109 +4%

CMI Hedge Fund Activity: Q2 2017 in Review

879 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2017, worth a combined $22.2B — up 8.5% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new CMI positions and 60 closed out — a net gain of 31 holders — while 308 added to existing stakes and 325 trimmed.

The largest buyer was AJO LP, adding an estimated $177M. The largest seller was T. Rowe Price Associates, cutting an estimated $257M.

  • 879 institutional investors held Cummins (CMI) as of Q2 2017, up from 855 in Q1 2017.
  • Funds reported $22.2B of Cummins stock for Q2 2017, up 8.5% quarter-over-quarter.
  • 91 funds opened new Cummins positions in Q2 2017 and 60 closed out, a net change of +31 holders.
  • The largest Cummins buyer in Q2 2017 was AJO LP, an estimated $177M added.
  • The largest Cummins seller in Q2 2017 was T. Rowe Price Associates, an estimated $257M sold.

Based on aggregated 13F filings for Q2 2017.