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820 hedge funds and large institutions have $19.1B invested in Cummins in 2015 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 310 increasing their positions, 319 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 63

1.56% more ownership

Funds ownership: 79.23%80.79% (+1.6%)

1% more funds holding

Funds holding: 813820 (+7)

3% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 319

4% less capital invested

Capital invested by funds: $20B → $19.1B (-$888M)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

34% less call options, than puts

Call options by funds: $254M | Put options by funds: $388M

Holders
820
Holders Change
+7
Holders Change %
+0.86%
% of All Funds
22.08%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
81
Increased
310
Reduced
319
Closed
63
Calls
$254M
Puts
$388M
Net Calls
-$134M
Net Calls Change
-$73M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
626
RFG Advisory
Alabama
$350K +$367K +2,667 New
HSA
627
HBK Sorce Advisory
Pennsylvania
$348K +$6.6K +48 +2%
JWM
628
Jacobus Wealth Management
Wisconsin
$345K
FHA
629
First Horizon Advisors
Tennessee
$343K -$12.8K -93 -3%
MC
630
Moors & Cabot
Massachusetts
$341K +$107K +778 +43%
WFG
631
Windsor Financial Group
Minnesota
$338K
HH
632
Hilltop Holdings
Texas
$337K -$198K -1,437 -36%
HIS
633
Horizon Investment Services
Indiana
$334K +$8.11K +59 +2%
CT
634
Chicago Trust
Illinois
$333K -$137K -995 -28%
LNWWM
635
Laird Norton Wetherby Wealth Management
California
$332K +$16.6K +121 +5%
SIG
636
Schooner Investment Group
Pennsylvania
$328K -$179K -1,300 -34%
BCM
637
Becker Capital Management
Oregon
$327K -$2.06K -15 -0.6%
ST
638
Spinnaker Trust
Maine
$324K
EWM
639
Evercore Wealth Management
New York
$321K -$95.2K -692 -22%
FBFS
640
First Business Financial Services
Wisconsin
$319K +$18K +131 +6%
CCM
641
Compton Capital Management
Rhode Island
$318K -$6.88K -50 -2%
MSU
642
Maple Securities USA
New Jersey
$314K +$330K +2,397 New
RHBC
643
R.H. Bluestein & Co
Michigan
$309K -$785K -5,705 -71%
PWMAG
644
Pinnacle Wealth Management Advisory Group
New Jersey
$308K -$82.5K -600 -20%
BB
645
Bell Bank
North Dakota
$307K -$44K -320 -12%
GCAC
646
Guardian Capital Advisors (Canada)
Ontario, Canada
$307K
CC
647
Cannell & Co
New York
$302K
BA
648
BlackRock Advisors
Delaware
$300K +$58.3K +424 +23%
PAS
649
Partnervest Advisory Services
California
$300K +$315K +2,288 New
BA
650
Boston Advisors
Massachusetts
$299K +$275 +2 +0.1%

CMI Hedge Fund Activity: Q2 2015 in Review

820 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2015, worth a combined $19.1B — down 4.4% from $20B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new CMI positions and 63 closed out — a net gain of 18 holders — while 310 added to existing stakes and 319 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $220M.

  • 820 institutional investors held Cummins (CMI) as of Q2 2015, up from 813 in Q1 2015.
  • Funds reported $19.1B of Cummins stock for Q2 2015, down 4.4% quarter-over-quarter.
  • 81 funds opened new Cummins positions in Q2 2015 and 63 closed out, a net change of +18 holders.
  • The largest Cummins buyer in Q2 2015 was Allianz Asset Management, an estimated $334M added.
  • The largest Cummins seller in Q2 2015 was Capital World Investors, an estimated $220M sold.

Based on aggregated 13F filings for Q2 2015.