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905 hedge funds and large institutions have $23.4B invested in Cummins in 2017 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 316 increasing their positions, 328 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 59

5% more capital invested

Capital invested by funds: $22.2B → $23.4B (+$1.13B)

3% more funds holding

Funds holding: 879905 (+26)

1.37% more ownership

Funds ownership: 81.67%83.04% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

4% less repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 328

46% less call options, than puts

Call options by funds: $226M | Put options by funds: $416M

Holders
905
Holders Change
+26
Holders Change %
+2.96%
% of All Funds
22.56%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
96
Increased
316
Reduced
328
Closed
59
Calls
$226M
Puts
$416M
Net Calls
-$190M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
626
Huntington National Bank
Ohio
$479K +$31.1K +192 +7%
AWP
627
Ascent Wealth Partners
New York
$474K
PCM
628
Prelude Capital Management
New York
$473K +$426K +2,635 +1,480%
MCM
629
Mengis Capital Management
Oregon
$462K
EWM
630
Evercore Wealth Management
New York
$462K +$7.93K +49 +2%
AIA
631
Allegis Investment Advisors
Idaho
$461K -$134K -829 -23%
NAM
632
North American Management
Massachusetts
$458K -$154K -950 -26%
CCM
633
Compton Capital Management
Rhode Island
$458K -$8.09K -50 -2%
FFWA
634
FRG Family Wealth Advisors
Washington
$457K
DWM
635
Dorchester Wealth Management
Quebec, Canada
$454K
IAA
636
Independent Advisor Alliance
North Carolina
$447K +$1.78K +11 +0.4%
AA
637
ALPS Advisors
Colorado
$445K +$80.7K +499 +23%
RA
638
RFG Advisory
Alabama
$440K +$23.5K +145 +6%
DTL
639
Dynamic Technology Lab
Singapore
$439K +$423K +2,611 New
FRM
640
Fox Run Management
Connecticut
$437K -$210K -1,300 -33%
CGA
641
Crescent Grove Advisors
Illinois
$437K +$162K +1,000 +63%
AIM
642
Assured Investment Management
New York
$433K +$417K +2,575 New
CAM
643
Columbia Asset Management
Michigan
$432K -$69.6K -430 -14%
GCC
644
Guardian Capital (Canada)
Ontario, Canada
$430K -$8.58K -53 -2%
NIT
645
NumerixS Investment Technologies
British Columbia, Canada
$420K +$405K +2,500 New
RHBC
646
R.H. Bluestein & Co
Michigan
$420K +$405K +2,500 New
ST
647
Spinnaker Trust
Maine
$415K -$12.1K -75 -3%
SCA
648
STALEY CAPITAL ADVISERS
Pennsylvania
$408K -$703K -4,345 -64%
MWAC
649
Mariner Wealth Advisors (Cincinnati)
Ohio
$408K +$393K +2,429 New
UAS
650
United Asset Strategies
New York
$402K +$387K +2,390 New

CMI Hedge Fund Activity: Q3 2017 in Review

905 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q3 2017, worth a combined $23.4B — up 5.1% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new CMI positions and 59 closed out — a net gain of 37 holders — while 316 added to existing stakes and 328 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $401M. The largest seller was T. Rowe Price Associates, cutting an estimated $310M.

  • 905 institutional investors held Cummins (CMI) as of Q3 2017, up from 879 in Q2 2017.
  • Funds reported $23.4B of Cummins stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 96 funds opened new Cummins positions in Q3 2017 and 59 closed out, a net change of +37 holders.
  • The largest Cummins buyer in Q3 2017 was Boston Partners, an estimated $401M added.
  • The largest Cummins seller in Q3 2017 was T. Rowe Price Associates, an estimated $310M sold.

Based on aggregated 13F filings for Q3 2017.