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1,050 hedge funds and large institutions have $20.5B invested in Cummins in 2019 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 402 increasing their positions, 355 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 67

77% more call options, than puts

Call options by funds: $474M | Put options by funds: $268M

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

21% more capital invested

Capital invested by funds: $17B → $20.5B (+$3.48B)

13% more repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 355

8% more funds holding

Funds holding: 9711,050 (+79)

1.92% more ownership

Funds ownership: 80.69%82.61% (+1.9%)

Holders
1,050
Holders Change
+79
Holders Change %
+8.14%
% of All Funds
22.72%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.3%
New
156
Increased
402
Reduced
355
Closed
67
Calls
$474M
Puts
$268M
Net Calls
+$206M
Net Calls Change
+$263M
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
626
Shepherd Financial Partners
Massachusetts
$670K -$32.6K -217 -5%
EVM
627
Eaton Vance Management
Massachusetts
$670K +$15K +100 +2%
EM
628
ELCO Management
New York
$663K -$5.25K -35 -0.8%
WCM
629
Windsor Capital Management
Arizona
$655K -$13.5K -90 -2%
SJIM
630
St. Johns Investment Management
Florida
$652K -$10.7K -71 -2%
CEP
631
Chicago Equity Partners
Illinois
$648K -$647K -4,310 -51%
SBL
632
Sargent Bickham Lagudis
Colorado
$647K +$15K +100 +3%
AF
633
Advisornet Financial
Minnesota
$643K -$15.5K -103 -2%
SWP
634
Stratos Wealth Partners
Ohio
$637K -$158K -1,053 -21%
MC
635
Moors & Cabot
Massachusetts
$632K -$8.4K -56 -1%
IA
636
IFG Advisory
Georgia
$629K +$268K +1,788 +81%
CCMINC
637
Cardinal Capital Management Inc (North Carolina)
North Carolina
$628K
FI
638
Fosun International
China
$624K
CG
639
Caprock Group
Idaho
$623K +$592K +3,947 New
Wolverine Trading
640
Wolverine Trading
Illinois
$620K -$515K -3,430 -47%
FAN
641
Financial Advisors Network
California
$620K +$162K +1,080 +36%
GC
642
Globeflex Capital
California
$619K +$588K +3,919 New
BBHC
643
Brown Brothers Harriman & Co
New York
$604K +$475K +3,167 +481%
FMII
644
Farmers & Merchants Investments Inc
Nebraska
$600K -$300 -2 -0.1%
EWM
645
Evermay Wealth Management
Virginia
$600K +$5.25K +35 +0.9%
NA
646
NewEdge Advisors
Louisiana
$581K -$147K -982 -21%
AIP
647
Ameritas Investment Partners
Nebraska
$581K
Acadian Asset Management
648
Acadian Asset Management
Massachusetts
$580K -$58.2K -388 -10%
WEC
649
Winslow Evans & Crocker
Massachusetts
$578K -$61.5K -410 -10%
Wealthfront Advisers
650
Wealthfront Advisers
California
$578K +$101K +676 +23%

CMI Hedge Fund Activity: Q1 2019 in Review

1,050 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q1 2019, worth a combined $20.5B — up 21% from $17B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new CMI positions and 67 closed out — a net gain of 89 holders — while 402 added to existing stakes and 355 trimmed.

The largest buyer was American Century Companies, adding an estimated $157M. The largest seller was Boston Partners, cutting an estimated $431M.

  • 1,050 institutional investors held Cummins (CMI) as of Q1 2019, up from 971 in Q4 2018.
  • Funds reported $20.5B of Cummins stock for Q1 2019, up 21% quarter-over-quarter.
  • 156 funds opened new Cummins positions in Q1 2019 and 67 closed out, a net change of +89 holders.
  • The largest Cummins buyer in Q1 2019 was American Century Companies, an estimated $157M added.
  • The largest Cummins seller in Q1 2019 was Boston Partners, an estimated $431M sold.

Based on aggregated 13F filings for Q1 2019.