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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
CGT
626
Capital Guardian Trust
California
$383K +$12.1K +80 +3%
LNWWM
627
Laird Norton Wetherby Wealth Management
California
$378K +$2.72K +18 +0.7%
BWFA
628
Baltimore-Washington Financial Advisors
Maryland
$378K +$371K +2,450 New
WB
629
WesBanco Bank
West Virginia
$372K +$67.2K +444 +23%
WPW
630
Waldron Private Wealth
Pennsylvania
$371K +$15.7K +104 +5%
SSG
631
Summit Securities Group
New York
$370K +$60.5K +400 +20%
AAM
632
Azzad Asset Management
Virginia
$361K +$3.03K +20 +0.9%
FDS
633
First Dallas Securities
Texas
$357K -$15.1K -100 -4%
EWM
634
Evermay Wealth Management
Virginia
$348K -$106K -700 -24%
P
635
Pitcairn
Pennsylvania
$345K
SI
636
Stephens Inc
Arkansas
$339K +$47.4K +313 +17%
BSW
637
Buckingham Strategic Wealth
Missouri
$333K
CD
638
Carl Domino
Florida
$332K
SI
639
SII Investments
Wisconsin
$331K -$16.9K -112 -5%
JG
640
Jefferies Group
New York
$327K +$321K +2,121 New
AIM
641
Acuity Investment Management
Ontario, Canada
$324K -$197K -1,300 -38%
QSS
642
Quantitative Systematic Strategies
Florida
$318K +$311K +2,054 New
FWCM
643
Ferguson Wellman Capital Management
Oregon
$316K +$309K +2,045 New
CBU
644
CIBC Bank USA
Illinois
$311K
BDF
645
Balasa Dinverno & Foltz
$311K +$1.51K +10 +0.5%
FANJ
646
Financial Architects (New Jersey)
New Jersey
$309K
RNS
647
Robert N. Shapiro
$309K
BCM
648
BTR Capital Management
California
$309K +$75.6K +500 +33%
HI
649
HBK Investments
Texas
$309K +$303K +2,000 New
BB
650
Busey Bank
Illinois
$307K -$20.4K -135 -6%

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.