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803 hedge funds and large institutions have $23.9B invested in Cummins in 2014 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 265 increasing their positions, 332 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 35

14% more funds holding in top 10

Funds holding in top 10: 2124 (+3)

7% more capital invested

Capital invested by funds: $22.3B → $23.9B (+$1.53B)

3.66% more ownership

Funds ownership: 80.5%84.16% (+3.7%)

3% more funds holding

Funds holding: 777803 (+26)

9% less call options, than puts

Call options by funds: $264M | Put options by funds: $291M

20% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 332

Holders
803
Holders Change
+26
Holders Change %
+3.35%
% of All Funds
23.07%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.69%
New
67
Increased
265
Reduced
332
Closed
35
Calls
$264M
Puts
$291M
Net Calls
-$27M
Net Calls Change
+$61.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
601
Advisor Partners
California
$440K +$6.81K +45 +2%
BBA
602
BLB&B Advisors
Pennsylvania
$437K -$37.8K -250 -8%
MPWT
603
MassMutual Private Wealth & Trust
Connecticut
$436K +$412K +2,720 +2,590%
GA
604
Geneva Advisors
Illinois
$433K +$42.2K +279 +11%
RHBC
605
R.H. Bluestein & Co
Michigan
$432K -$69.6K -460 -14%
Verition Fund Management
606
Verition Fund Management
Connecticut
$431K -$269K -1,780 -39%
CL
607
Choreo LLC
Illinois
$424K +$1.51K +10 +0.4%
JWM
608
Jacobus Wealth Management
Wisconsin
$423K -$12.3K -81 -3%
EWM
609
Evercore Wealth Management
New York
$422K -$310K -2,050 -43%
BA
610
Boston Advisors
Massachusetts
$413K
CA
611
Cetera Advisors
Colorado
$412K -$259K -1,714 -39%
PRCM
612
Pine River Capital Management
Minnesota
$411K +$402K +2,659 New
Jane Street
613
Jane Street
New York
$408K -$2.5M -16,510 -86%
FCI
614
Financial Counselors Inc
Kansas
$408K -$71.3K -471 -15%
HIC
615
Hartline Investment Corp
Illinois
$407K
NIM
616
NuWave Investment Management
New Jersey
$407K +$373K +2,463 +1,432%
DBT
617
Dubuque Bank & Trust
Iowa
$403K -$8.78K -58 -2%
RC
618
RegentAtlantic Capital
New Jersey
$400K -$13.6K -90 -3%
RMAM
619
Raab & Moskowitz Asset Management
New Jersey
$396K -$15.1K -100 -4%
HSA
620
HBK Sorce Advisory
Pennsylvania
$394K -$6.05K -40 -2%
PTC
621
Philadelphia Trust Company
Pennsylvania
$393K -$8.78K -58 -2%
LNC
622
Lincoln National Corp
Pennsylvania
$388K +$44K +291 +13%
BCM
623
Becker Capital Management
Oregon
$385K
PWLP
624
Prio Wealth Limited Partnership
Massachusetts
$385K
SC
625
SouthState Corp
Florida
$385K

CMI Hedge Fund Activity: Q2 2014 in Review

803 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2014, worth a combined $23.9B — up 6.9% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new CMI positions and 35 closed out — a net gain of 32 holders — while 265 added to existing stakes and 332 trimmed.

The largest buyer was Norges Bank, adding an estimated $639M. The largest seller was Harris Associates, cutting an estimated $267M.

  • 803 institutional investors held Cummins (CMI) as of Q2 2014, up from 777 in Q1 2014.
  • Funds reported $23.9B of Cummins stock for Q2 2014, up 6.9% quarter-over-quarter.
  • 67 funds opened new Cummins positions in Q2 2014 and 35 closed out, a net change of +32 holders.
  • The largest Cummins buyer in Q2 2014 was Norges Bank, an estimated $639M added.
  • The largest Cummins seller in Q2 2014 was Harris Associates, an estimated $267M sold.

Based on aggregated 13F filings for Q2 2014.