We are live on ! Find out more

992 hedge funds and large institutions have $24.6B invested in Cummins in 2017 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 374 increasing their positions, 310 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 64

21% more repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 310

10% more funds holding

Funds holding: 905992 (+87)

5% more capital invested

Capital invested by funds: $23.4B → $24.6B (+$1.24B)

1.13% more ownership

Funds ownership: 83.04%84.17% (+1.1%)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

49% less call options, than puts

Call options by funds: $328M | Put options by funds: $648M

Holders
992
Holders Change
+87
Holders Change %
+9.61%
% of All Funds
22.5%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.34%
New
161
Increased
374
Reduced
310
Closed
64
Calls
$328M
Puts
$648M
Net Calls
-$320M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
626
Harfst & Associates
Wyoming
$552K +$12.1K +71 +2%
AA
627
ALPS Advisors
Colorado
$540K +$69.9K +409 +15%
GCAC
628
Guardian Capital Advisors (Canada)
Ontario, Canada
$537K -$37.6K -220 -7%
Cetera Investment Advisers
629
Cetera Investment Advisers
Illinois
$529K +$10.6K +62 +2%
SFSIG
630
San Francisco Sentry Investment Group
California
$529K +$17.1K +100 +3%
MC
631
Moors & Cabot
Massachusetts
$526K +$146K +854 +40%
BAM
632
Belpointe Asset Management
Nevada
$518K -$52.7K -308 -9%
KTC
633
Kistler-Tiffany Companies
Pennsylvania
$517K +$342 +2 +0.1%
HNB
634
Huntington National Bank
Ohio
$516K +$11.8K +69 +2%
FCAG
635
First Capital Advisors Group
New Jersey
$514K -$38K -222 -7%
TC
636
Telemus Capital
Michigan
$514K +$211K +1,233 +73%
HW
637
Hancock Whitney
Mississippi
$509K -$17.8K -104 -3%
AWP
638
Ascent Wealth Partners
New York
$508K +$10.3K +60 +2%
VCA
639
Verdence Capital Advisors
Maryland
$505K +$488K +2,856 New
TWI
640
Thomas White International
Illinois
$502K +$486K +2,840 New
PIM
641
Penobscot Investment Management
Massachusetts
$501K -$42.8K -250 -8%
WA
642
WESPAC Advisors
California
$495K -$225K -1,316 -32%
TSS
643
Two Sigma Securities
New York
$489K +$260K +1,518 +121%
BAC
644
Boys Arnold & Co
North Carolina
$487K +$77K +450 +20%
CP
645
Camelot Portfolios
Ohio
$485K -$226K -1,322 -32%
MCM
646
Mengis Capital Management
Oregon
$485K
FFWA
647
FRG Family Wealth Advisors
Washington
$480K
CAN
648
Claraphi Advisory Network
United States
$479K +$463K +2,709 New
DWM
649
Dorchester Wealth Management
Quebec, Canada
$477K
ARTA
650
A.R.T. Advisors
New York
$476K +$462K +2,700 New

CMI Hedge Fund Activity: Q4 2017 in Review

992 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q4 2017, worth a combined $24.6B — up 5.3% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new CMI positions and 64 closed out — a net gain of 97 holders — while 374 added to existing stakes and 310 trimmed.

The largest buyer was Amundi Asset Management US, opening a new position worth an estimated $203M. The largest seller was American International Group, cutting an estimated $577M.

  • 992 institutional investors held Cummins (CMI) as of Q4 2017, up from 905 in Q3 2017.
  • Funds reported $24.6B of Cummins stock for Q4 2017, up 5.3% quarter-over-quarter.
  • 161 funds opened new Cummins positions in Q4 2017 and 64 closed out, a net change of +97 holders.
  • The largest Cummins buyer in Q4 2017 was Amundi Asset Management US, an estimated $203M added.
  • The largest Cummins seller in Q4 2017 was American International Group, an estimated $577M sold.

Based on aggregated 13F filings for Q4 2017.