We are live on ! Find out more

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
SPC
576
Sigma Planning Corp
Michigan
$716K +$157K +921 +29%
EFS
577
Essex Financial Services
Connecticut
$711K +$684 +4 +0.1%
CCMINC
578
Cardinal Capital Management Inc (North Carolina)
North Carolina
$703K
CC
579
ClearArc Capital
Ohio
$702K -$15.2K -89 -2%
FWCM
580
First Western Capital Management
California
$701K
SBL
581
Sargent Bickham Lagudis
Colorado
$701K +$31.1K +182 +5%
EM
582
ELCO Management
New York
$699K -$68.4K -400 -9%
MPPLM
583
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$697K +$674K +3,944 New
PCM
584
Prelude Capital Management
New York
$693K +$190K +1,113 +40%
BF
585
BOK Financial
Oklahoma
$685K +$110K +645 +20%
AP
586
Advisor Partners
California
$680K +$46K +269 +8%
ANRIA
587
American National Registered Investment Advisor
Texas
$673K
W
588
Wealthfront
California
$672K +$22.9K +134 +4%
GT
589
Glenview Trust
Kentucky
$672K +$23.8K +139 +4%
CCIA
590
Campbell & Co Investment Adviser
Maryland
$670K -$774K -4,527 -54%
HFA
591
High Falls Advisors
New York
$661K -$4.28K -25 -0.7%
MNBTD
592
Moody National Bank Trust Division
Texas
$661K
GLA
593
Great Lakes Advisors
Illinois
$660K +$639K +3,735 New
PCM
594
Price Capital Management
Louisiana
$659K +$638K +3,732 New
SSG
595
Summit Securities Group
New York
$654K -$51.3K -300 -8%
BBA
596
Braun-Bostich & Associates
Pennsylvania
$654K +$633K +3,701 New
AS
597
Altshuler Shaham
Israel
$651K +$630K +3,686 New
EVM
598
Eaton Vance Management
Massachusetts
$645K -$1.03K -6 -0.2%
SFFS
599
Stonehage Fleming Financial Services
Jersey
$630K
PWM
600
Paulson Wealth Management
Illinois
$630K +$610K +3,569 New

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.