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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
CCIA
576
Campbell & Co Investment Adviser
Maryland
$533K +$600K +4,006 New
FWCM
577
First Western Capital Management
California
$532K +$108K +724 +22%
AIP
578
Ameritas Investment Partners
Nebraska
$530K -$39.1K -261 -6%
WEC
579
Winslow Evans & Crocker
Massachusetts
$530K +$70.9K +474 +14%
TCM
580
Teza Capital Management
Illinois
$529K -$337K -2,252 -36%
CC
581
ClearArc Capital
Ohio
$529K -$3.44K -23 -0.6%
CCMINC
582
Cardinal Capital Management Inc (North Carolina)
North Carolina
$529K
HFA
583
High Falls Advisors
New York
$527K -$18.3K -122 -3%
MC
584
Moors & Cabot
Massachusetts
$525K -$192K -1,283 -25%
Holocene Advisors
585
Holocene Advisors
New York
$520K +$586K +3,913 New
BIA
586
Bigelow Investment Advisors
Maine
$513K +$37.4K +250 +7%
V
587
Veritable
Delaware
$508K -$19.5K -130 -3%
QAM
588
Quantres Asset Management
Cayman Islands
$505K +$569K +3,800 New
SGA
589
Strategic Global Advisors
California
$503K
EWM
590
Evermay Wealth Management
Virginia
$502K -$7.48K -50 -1%
VFA
591
Voya Financial Advisors
Connecticut
$501K -$353K -2,359 -39%
ANRIA
592
American National Registered Investment Advisor
Texas
$496K
GT
593
Glenview Trust
Kentucky
$489K -$10.5K -70 -2%
FGAM
594
Financial Gravity Asset Management
Texas
$488K +$110K +733 +27%
MNBTD
595
Moody National Bank Trust Division
Texas
$487K
AI
596
Atria Investments
North Carolina
$486K +$11.2K +75 +2%
CGA
597
Crescent Grove Advisors
Illinois
$479K
CCG
598
Cypress Capital Group
Florida
$477K -$260K -1,740 -33%
SCA
599
Snowden Capital Advisors
New York
$476K +$80.2K +536 +18%
SFFS
600
Stonehage Fleming Financial Services
Jersey
$474K

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.