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
IWM
651
IHT Wealth Management
Illinois
$475K +$121K +706 +37%
SCA
652
Snowden Capital Advisors
New York
$468K +$61.9K +362 +16%
SPIA
653
Steward Partners Investment Advisory
New York
$467K +$443K +2,590 +4,466%
CCM
654
Compton Capital Management
Rhode Island
$464K -$17.1K -100 -4%
CGA
655
Crescent Grove Advisors
Illinois
$459K
GCC
656
Guardian Capital (Canada)
Ontario, Canada
$459K +$5.99K +35 +1%
HTC
657
Haverford Trust Company
Pennsylvania
$456K +$113K +663 +35%
WS
658
Wedbush Securities
California
$454K +$185K +1,082 +73%
FRA
659
Front Row Advisors
California
$443K +$429K +2,510 New
EWM
660
Evercore Wealth Management
New York
$442K -$42.8K -250 -9%
RA
661
RFG Advisory
Alabama
$440K -$25.3K -148 -6%
AIM
662
Anchor Investment Management
South Carolina
$439K +$139K +815 +49%
ST
663
Spinnaker Trust
Maine
$436K
MWAC
664
Mariner Wealth Advisors (Cincinnati)
Ohio
$434K +$4.79K +28 +1%
EWM
665
Evermay Wealth Management
Virginia
$434K +$420K +2,458 New
FGC
666
Financial Gravity Companies
Texas
$433K +$394K +2,303 New
SCA
667
STALEY CAPITAL ADVISERS
Pennsylvania
$429K
IFWM
668
Institute for Wealth Management
Colorado
$428K +$412K +2,410 New
GIA
669
Granite Investment Advisors
New Hampshire
$428K +$415K +2,425 New
LCM
670
Laurion Capital Management
New York
$424K -$3.67M -21,489 -90%
APP
671
Avantax Planning Partners
Iowa
$424K -$155K -907 -27%
EGA
672
E&G Advisors
Texas
$424K +$410K +2,400 New
LC
673
Lourd Capital
California
$423K +$409K +2,392 New
HIM
674
Hutchens Investment Management
New Hampshire
$419K
GEA
675
Glen Eagle Advisors
New Jersey
$415K +$8.72K +51 +2%

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.