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905 hedge funds and large institutions have $23.4B invested in Cummins in 2017 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 316 increasing their positions, 328 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 59

5% more capital invested

Capital invested by funds: $22.2B → $23.4B (+$1.13B)

3% more funds holding

Funds holding: 879905 (+26)

1.37% more ownership

Funds ownership: 81.67%83.04% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

4% less repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 328

46% less call options, than puts

Call options by funds: $226M | Put options by funds: $416M

Holders
905
Holders Change
+26
Holders Change %
+2.96%
% of All Funds
22.56%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
96
Increased
316
Reduced
328
Closed
59
Calls
$226M
Puts
$416M
Net Calls
-$190M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
601
Advisor Partners
California
$559K -$8.74K -54 -2%
APP
602
Avantax Planning Partners
Iowa
$556K +$41.4K +256 +8%
GCA
603
Gideon Capital Advisors
New York
$549K +$213K +1,317 +68%
EI
604
EDMP Inc
Florida
$548K -$8.9K -55 -2%
BAM
605
Belpointe Asset Management
Nevada
$545K +$525K +3,243 New
BF
606
BOK Financial
Oklahoma
$543K +$18.9K +117 +4%
GCAC
607
Guardian Capital Advisors (Canada)
Ontario, Canada
$542K +$17.8K +110 +4%
MWM
608
Mission Wealth Management
California
$540K -$93.9K -580 -15%
ACM
609
Alethea Capital Management
Washington
$538K -$80.9K -500 -14%
NIMI
610
Natixis Investment Managers International
France
$538K +$518K +3,201 New
OAM
611
Oxford Asset Management
United Kingdom
$533K +$513K +3,172 New
NSIM
612
North Star Investment Management
Illinois
$531K +$25.9K +160 +5%
FCAG
613
First Capital Advisors Group
New Jersey
$526K -$218K -1,345 -30%
SPC
614
Sigma Planning Corp
Michigan
$526K
PIM
615
Penobscot Investment Management
Massachusetts
$518K -$14.6K -90 -3%
HA
616
Harfst & Associates
Wyoming
$514K +$485 +3 +0.1%
AI
617
Atria Investments
North Carolina
$512K +$130K +806 +36%
NPC
618
National Planning Corporation
California
$506K -$213K -1,314 -30%
SACTSONJ
619
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$504K
HW
620
Hancock Whitney
Mississippi
$501K -$119K -738 -20%
Cetera Investment Advisers
621
Cetera Investment Advisers
Illinois
$494K +$22.8K +141 +5%
KTC
622
Kistler-Tiffany Companies
Pennsylvania
$491K +$324 +2 +0.1%
SFSIG
623
San Francisco Sentry Investment Group
California
$487K +$5.66K +35 +1%
SFWA
624
Summit Financial Wealth Advisors
Louisiana
$484K -$88.4K -546 -16%
IP
625
Intellectus Partners
California
$480K +$14.1K +87 +3%

CMI Hedge Fund Activity: Q3 2017 in Review

905 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q3 2017, worth a combined $23.4B — up 5.1% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new CMI positions and 59 closed out — a net gain of 37 holders — while 316 added to existing stakes and 328 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $401M. The largest seller was T. Rowe Price Associates, cutting an estimated $310M.

  • 905 institutional investors held Cummins (CMI) as of Q3 2017, up from 879 in Q2 2017.
  • Funds reported $23.4B of Cummins stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 96 funds opened new Cummins positions in Q3 2017 and 59 closed out, a net change of +37 holders.
  • The largest Cummins buyer in Q3 2017 was Boston Partners, an estimated $401M added.
  • The largest Cummins seller in Q3 2017 was T. Rowe Price Associates, an estimated $310M sold.

Based on aggregated 13F filings for Q3 2017.