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927 hedge funds and large institutions have $17.8B invested in Cummins in 2018 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 330 increasing their positions, 352 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 352

1.25% less ownership

Funds ownership: 82.45%81.2% (-1.3%)

5% less funds holding

Funds holding: 971927 (-44)

19% less capital invested

Capital invested by funds: $22B → $17.8B (-$4.21B)

25% less call options, than puts

Call options by funds: $211M | Put options by funds: $280M

30% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 122

86% less funds holding in top 10

Funds holding in top 10: 71 (-6)

Holders
927
Holders Change
-44
Holders Change %
-4.53%
% of All Funds
21.22%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
86
Increased
330
Reduced
352
Closed
122
Calls
$211M
Puts
$280M
Net Calls
-$69M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
651
Huntington National Bank
Ohio
$344K -$19.2K -128 -5%
IFAM
652
Institutional & Family Asset Management
Colorado
$341K -$2.59M -17,306 -87%
GIA
653
Granite Investment Advisors
New Hampshire
$340K
CAW
654
Cornerstone Advisors (Washington)
Washington
$340K +$83.7K +559 +28%
FAN
655
Financial Advisors Network
California
$340K +$383K +2,558 New
CA
656
Commerzbank Aktiengesellschaft
Germany
$338K -$59.1K -395 -13%
TCOV
657
Trust Company of Vermont
Vermont
$335K +$86.5K +578 +30%
CT
658
Chicago Trust
Illinois
$333K +$105K +700 +39%
SG
659
StoneX Group
New York
$330K -$37K -247 -9%
EWM
660
Evercore Wealth Management
New York
$330K
SCA
661
STALEY CAPITAL ADVISERS
Pennsylvania
$323K
SFS
662
Sowell Financial Services
Arkansas
$319K -$17.1K -114 -5%
DWM
663
Dorchester Wealth Management
Quebec, Canada
$319K
EGA
664
E&G Advisors
Texas
$319K
FPCG
665
Fort Pitt Capital Group
Pennsylvania
$317K
GH
666
GAM Holding
Switzerland
$310K -$121K -808 -26%
CAM
667
Cozad Asset Management
Illinois
$307K +$345K +2,305 New
NQWM
668
Northwest Quadrant Wealth Management
Oregon
$302K -$1.5K -10 -0.4%
WS
669
Wedbush Securities
California
$301K -$104K -694 -23%
OAM
670
Occidental Asset Management
California
$296K +$14.1K +94 +4%
EDRH
671
Edmond de Rothschild Holding
Switzerland
$295K -$1.18M -7,873 -78%
FFWA
672
FRG Family Wealth Advisors
Washington
$295K -$37.4K -250 -10%
SS
673
Sunbelt Securities
Texas
$295K -$449 -3 -0.1%
CCM
674
Chilton Capital Management
Texas
$293K -$7.48K -50 -2%
GWM
675
GSB Wealth Management
Connecticut
$293K

CMI Hedge Fund Activity: Q2 2018 in Review

927 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2018, worth a combined $17.8B — down 19% from $22B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of CMI and 86 opened new positions — a net loss of 36 holders — while 352 trimmed existing stakes and 330 added.

The largest buyer was Boston Partners, adding an estimated $230M. The largest seller was Ninety One (UK), exiting entirely with an estimated $150M sold.

  • 927 institutional investors held Cummins (CMI) as of Q2 2018, down from 971 in Q1 2018.
  • Funds reported $17.8B of Cummins stock for Q2 2018, down 19% quarter-over-quarter.
  • 86 funds opened new Cummins positions in Q2 2018 and 122 closed out, a net change of -36 holders.
  • The largest Cummins buyer in Q2 2018 was Boston Partners, an estimated $230M added.
  • The largest Cummins seller in Q2 2018 was Ninety One (UK), an estimated $150M sold.

Based on aggregated 13F filings for Q2 2018.