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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
RWA
651
River Wealth Advisors
Pennsylvania
$400K -$38.7K -239 -9%
HIM
652
Hutchens Investment Management
New Hampshire
$399K -$32.4K -200 -8%
HSA
653
HBK Sorce Advisory
Pennsylvania
$389K +$17.2K +106 +5%
SFS
654
Sowell Financial Services
Arkansas
$388K -$141K -870 -28%
BAC
655
Boys Arnold & Co
North Carolina
$387K +$138K +850 +58%
SS
656
Sunbelt Securities
Texas
$387K +$372K +2,301 New
GEA
657
Glen Eagle Advisors
New Jersey
$386K -$137K -849 -27%
CCM
658
Chilton Capital Management
Texas
$385K -$32.4K -200 -8%
SCA
659
Snowden Capital Advisors
New York
$384K -$4.21K -26 -1%
NQWM
660
Northwest Quadrant Wealth Management
Oregon
$383K +$2.1K +13 +0.6%
GIA
661
Guyasuta Investment Advisors
Pennsylvania
$374K
LOAME
662
Lombard Odier Asset Management (Europe)
United Kingdom
$371K
GAMC
663
Garner Asset Management Corp
Texas
$370K -$52.6K -325 -13%
GWM
664
GSB Wealth Management
Connecticut
$370K
TIA
665
Tiemann Investment Advisors
California
$366K -$48.1K -297 -12%
NFA
666
Nuveen Fund Advisors
Illinois
$366K -$5.66K -35 -2%
EM
667
Excalibur Management
Massachusetts
$361K
SF
668
Synovus Financial
Georgia
$357K +$5.02K +31 +1%
OAM
669
Occidental Asset Management
California
$355K +$12.5K +77 +4%
MC
670
Moors & Cabot
Massachusetts
$355K +$12.6K +78 +4%
CCM
671
Cullen Capital Management
New York
$355K +$63.9K +395 +23%
AssetMark Inc
672
AssetMark Inc
California
$353K +$81.2K +502 +31%
DBG
673
De Burlo Group
Massachusetts
$352K
BCM
674
BlueCrest Capital Management
Jersey
$351K +$338K +2,089 New
WA
675
Wheatland Advisors
Pennsylvania
$349K -$16.2K -100 -5%

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.