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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
RIM
601
Ranger International Management
Illinois
$507K -$514K -3,310 -51%
SI
602
SII Investments
Wisconsin
$507K +$486K +3,132 New
DBT
603
Dubuque Bank & Trust
Iowa
$506K -$80.8K -521 -14%
BF
604
BOK Financial
Oklahoma
$506K +$104K +671 +27%
TCOV
605
Trust Company of Vermont
Vermont
$503K +$35.4K +228 +8%
SFS
606
Sowell Financial Services
Arkansas
$498K +$259K +1,671 +116%
TC
607
Telemus Capital
Michigan
$497K -$2.33K -15 -0.5%
APP
608
Avantax Planning Partners
Iowa
$495K +$11.9K +77 +3%
HA
609
Harfst & Associates
Wyoming
$495K +$134K +862 +39%
SACTSONJ
610
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$487K -$280K -1,803 -38%
NSIM
611
North Star Investment Management
Illinois
$487K
GCAC
612
Guardian Capital Advisors (Canada)
Ontario, Canada
$487K +$11.6K +75 +3%
CAM
613
Columbia Asset Management
Michigan
$486K
KTC
614
Kistler-Tiffany Companies
Pennsylvania
$474K +$310 +2 +0.1%
SM
615
Sciencast Management
New Jersey
$464K -$688K -4,435 -61%
SFSIG
616
San Francisco Sentry Investment Group
California
$464K +$23.3K +150 +6%
AWP
617
Ascent Wealth Partners
New York
$457K -$3.1K -20 -0.7%
Cetera Investment Advisers
618
Cetera Investment Advisers
Illinois
$455K -$51.1K -329 -11%
CCM
619
Compton Capital Management
Rhode Island
$450K
IP
620
Intellectus Partners
California
$449K -$2.02K -13 -0.5%
IR
621
Invictus RG
Bermuda
$448K +$351K +2,259 +449%
MCM
622
Mengis Capital Management
Oregon
$446K
FFWA
623
FRG Family Wealth Advisors
Washington
$441K
DWM
624
Dorchester Wealth Management
Quebec, Canada
$438K
EWM
625
Evercore Wealth Management
New York
$438K

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.