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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
AI
601
Atria Investments
North Carolina
$618K +$77.3K +452 +15%
RC
602
RegentAtlantic Capital
New Jersey
$616K -$34.2K -200 -5%
AIP
603
Ameritas Investment Partners
Nebraska
$615K -$31.1K -182 -4%
IP
604
Intellectus Partners
California
$613K +$105K +612 +21%
Koshinski Asset Management
605
Koshinski Asset Management
Illinois
$611K +$342 +2 +0.1%
HSA
606
HBK Sorce Advisory
Pennsylvania
$611K +$195K +1,141 +49%
GC
607
Globeflex Capital
California
$607K -$50.6K -296 -8%
MWM
608
Marietta Wealth Management
Georgia
$605K -$60.7K -355 -9%
BRWA
609
B. Riley Wealth Advisors
Florida
$600K +$347K +2,028 +149%
PT
610
Plimoth Trust
Massachusetts
$599K +$580K +3,390 New
BHBT
611
Burke & Herbert Bank & Trust
Virginia
$596K -$17.1K -100 -3%
DG
612
Delek Group
Israel
$586K +$568K +3,323 New
QSS
613
Quantitative Systematic Strategies
Florida
$585K -$186K -1,087 -25%
DBT
614
Dubuque Bank & Trust
Iowa
$583K -$7.52K -44 -1%
HAG
615
HighPoint Advisor Group
Illinois
$579K +$296K +1,731 +98%
SI
616
SII Investments
Wisconsin
$577K -$25.1K -147 -4%
PFM
617
Parsec Financial Management
North Carolina
$576K -$30.8K -180 -5%
IUHSA
618
Itau Unibanco Holding S.A.
Brazil
$570K +$46.3K +271 +9%
MWM
619
Mission Wealth Management
California
$568K +$342 +2 +0.1%
ACM
620
Alethea Capital Management
Washington
$565K
FP
621
FDO Partners
Massachusetts
$561K -$1.39M -8,100 -72%
NSIM
622
North Star Investment Management
Illinois
$558K
UFF
623
USA Financial Formulas
Michigan
$554K +$536K +3,136 New
SI
624
Stephens Inc
Arkansas
$553K -$82.4K -482 -13%
EI
625
EDMP Inc
Florida
$552K -$44.5K -260 -8%

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.