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1,050 hedge funds and large institutions have $20.5B invested in Cummins in 2019 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 402 increasing their positions, 355 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 67

77% more call options, than puts

Call options by funds: $474M | Put options by funds: $268M

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

21% more capital invested

Capital invested by funds: $17B → $20.5B (+$3.48B)

13% more repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 355

8% more funds holding

Funds holding: 9711,050 (+79)

1.92% more ownership

Funds ownership: 80.69%82.61% (+1.9%)

Holders
1,050
Holders Change
+79
Holders Change %
+8.14%
% of All Funds
22.72%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.3%
New
156
Increased
402
Reduced
355
Closed
67
Calls
$474M
Puts
$268M
Net Calls
+$206M
Net Calls Change
+$263M
Name Holding Trade Value Shares
Change
Change in
Stake
AL
601
AJO LP
Pennsylvania
$761K +$723K +4,822 New
SNBOSCI
602
Security National Bank of Sioux City Iowa
Iowa
$759K -$314K -2,095 -30%
JIP
603
Jaffetilchin Investment Partners
Florida
$758K +$720K +4,801 New
S
604
Surevest
California
$744K +$424K +2,828 +150%
AII
605
AGF Investments Inc
Ontario, Canada
$742K -$1.1M -7,318 -61%
RWA
606
Ropes Wealth Advisors
Massachusetts
$742K +$4.35K +29 +0.6%
SC
607
SRB Corp
Massachusetts
$740K +$119K +796 +20%
LNWWM
608
Laird Norton Wetherby Wealth Management
California
$734K +$11.3K +75 +2%
TA
609
TFG Advisers
Michigan
$732K +$11.4K +76 +2%
PA
610
Parallel Advisors
California
$728K -$3.3K -22 -0.5%
FCFC
611
First Commonwealth Financial Corp
Pennsylvania
$724K -$9.3K -62 -1%
NG
612
NatWest Group
United Kingdom
$723K -$13.5K -90 -2%
FHB
613
First Hawaiian Bank
Hawaii
$717K -$468K -3,118 -41%
SC
614
Scotia Capital
Ontario, Canada
$714K -$1.29M -8,578 -65%
AF
615
Arrow Financial
New York
$710K +$7.5K +50 +1%
OAC
616
OMERS Administration Corp
Ontario, Canada
$703K +$645K +4,300 New
MAFM
617
Mid Atlantic Financial Management
Pennsylvania
$699K +$85.1K +567 +15%
MWM
618
Marietta Wealth Management
Georgia
$695K -$45.8K -305 -6%
PWAP
619
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$694K +$10.1K +67 +2%
JIR
620
James Investment Research
Ohio
$689K -$554K -3,690 -46%
MYLI
621
Meiji Yasuda Life Insurance
Japan
$681K -$132K -881 -17%
VAS
622
Vestmark Advisory Solutions
Massachusetts
$681K +$647K +4,312 New
AP
623
Advisor Partners
California
$680K
RIG
624
Roosevelt Investment Group
New York
$675K
CI
625
Cigna Investments
Connecticut
$672K -$30K -200 -4%

CMI Hedge Fund Activity: Q1 2019 in Review

1,050 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q1 2019, worth a combined $20.5B — up 21% from $17B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new CMI positions and 67 closed out — a net gain of 89 holders — while 402 added to existing stakes and 355 trimmed.

The largest buyer was American Century Companies, adding an estimated $157M. The largest seller was Boston Partners, cutting an estimated $431M.

  • 1,050 institutional investors held Cummins (CMI) as of Q1 2019, up from 971 in Q4 2018.
  • Funds reported $20.5B of Cummins stock for Q1 2019, up 21% quarter-over-quarter.
  • 156 funds opened new Cummins positions in Q1 2019 and 67 closed out, a net change of +89 holders.
  • The largest Cummins buyer in Q1 2019 was American Century Companies, an estimated $157M added.
  • The largest Cummins seller in Q1 2019 was Boston Partners, an estimated $431M sold.

Based on aggregated 13F filings for Q1 2019.