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879 hedge funds and large institutions have $22.2B invested in Cummins in 2017 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 308 increasing their positions, 325 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 60

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

9% more capital invested

Capital invested by funds: $20.5B → $22.2B (+$1.75B)

3% more funds holding

Funds holding: 855879 (+24)

0.94% more ownership

Funds ownership: 80.73%81.67% (+0.94%)

5% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 325

65% less call options, than puts

Call options by funds: $216M | Put options by funds: $619M

Holders
879
Holders Change
+24
Holders Change %
+2.81%
% of All Funds
21.91%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.5%
New
91
Increased
308
Reduced
325
Closed
60
Calls
$216M
Puts
$619M
Net Calls
-$403M
Net Calls Change
-$228M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
626
Huntington National Bank
Ohio
$431K +$124K +797 +43%
IAA
627
Independent Advisor Alliance
North Carolina
$427K +$175K +1,129 +77%
RWA
628
River Wealth Advisors
Pennsylvania
$425K -$20.9K -135 -5%
GCC
629
Guardian Capital (Canada)
Ontario, Canada
$424K +$406K +2,614 New
HIM
630
Hutchens Investment Management
New Hampshire
$417K -$42.7K -275 -10%
ST
631
Spinnaker Trust
Maine
$413K +$11.6K +75 +3%
GAMC
632
Garner Asset Management Corp
Texas
$410K +$392K +2,529 New
CCM
633
Chilton Capital Management
Texas
$404K -$46.6K -300 -11%
TIA
634
Tiemann Investment Advisors
California
$402K -$3.57K -23 -0.9%
RA
635
RFG Advisory
Alabama
$400K +$4.66K +30 +1%
VFA
636
Voya Financial Advisors
Connecticut
$399K -$16.3K -105 -4%
AIM
637
Alambic Investment Management
California
$397K +$4.66K +30 +1%
PMG
638
ProVise Management Group
Florida
$394K
MCM
639
McKinley Capital Management
Alaska
$393K +$376K +2,420 New
BG
640
Bahl & Gaynor
Ohio
$392K +$156K +1,008 +72%
IFWM
641
Institute for Wealth Management
Colorado
$387K +$374K +2,411 New
BW
642
Bison Wealth
Georgia
$382K -$1.24K -8 -0.3%
LPT
643
Legacy Private Trust
Wisconsin
$376K +$360K +2,320 New
SCA
644
Snowden Capital Advisors
New York
$375K +$23.6K +152 +7%
SA
645
SpiderRock Advisors
Delaware
$372K
AI
646
Atria Investments
North Carolina
$364K +$348K +2,243 New
GIA
647
Guyasuta Investment Advisors
Pennsylvania
$361K
NQWM
648
Northwest Quadrant Wealth Management
Oregon
$360K +$1.71K +11 +0.5%
LOAME
649
Lombard Odier Asset Management (Europe)
United Kingdom
$359K
NFA
650
Nuveen Fund Advisors
Illinois
$359K +$33.2K +214 +11%

CMI Hedge Fund Activity: Q2 2017 in Review

879 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2017, worth a combined $22.2B — up 8.5% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new CMI positions and 60 closed out — a net gain of 31 holders — while 308 added to existing stakes and 325 trimmed.

The largest buyer was AJO LP, adding an estimated $177M. The largest seller was T. Rowe Price Associates, cutting an estimated $257M.

  • 879 institutional investors held Cummins (CMI) as of Q2 2017, up from 855 in Q1 2017.
  • Funds reported $22.2B of Cummins stock for Q2 2017, up 8.5% quarter-over-quarter.
  • 91 funds opened new Cummins positions in Q2 2017 and 60 closed out, a net change of +31 holders.
  • The largest Cummins buyer in Q2 2017 was AJO LP, an estimated $177M added.
  • The largest Cummins seller in Q2 2017 was T. Rowe Price Associates, an estimated $257M sold.

Based on aggregated 13F filings for Q2 2017.