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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
GCP
651
GSA Capital Partners
United Kingdom
$575K +$112K +747 +26%
V
652
Veritable
Delaware
$574K +$6.3K +42 +1%
MCA
653
Morris Capital Advisors
Pennsylvania
$572K -$1.95K -13 -0.4%
HFM
654
Hartford Financial Management
Connecticut
$568K -$1.5K -10 -0.3%
CGA
655
Crescent Grove Advisors
Illinois
$568K
BIA
656
Bigelow Investment Advisors
Maine
$563K -$112K -749 -17%
ANRIA
657
American National Registered Investment Advisor
Texas
$561K -$2.25K -15 -0.4%
BHBT
658
Burke & Herbert Bank & Trust
Virginia
$561K +$18K +120 +3%
GVAG
659
Great Valley Advisor Group
Delaware
$559K -$10.1K -67 -2%
BRWA
660
B. Riley Wealth Advisors
Florida
$554K +$70.1K +467 +15%
ACM
661
Alethea Capital Management
Washington
$553K
BIM
662
Bridges Investment Management
Nebraska
$550K +$97.5K +650 +23%
ACM
663
AlphaStar Capital Management
North Carolina
$548K -$44.6K -297 -8%
HT
664
Heritage Trust
Oklahoma
$547K +$460K +3,065 +766%
CAG
665
Csenge Advisory Group
Florida
$541K -$196K -1,308 -28%
HB
666
Homrich & Berg
Georgia
$539K +$512K +3,413 New
AAS
667
Avantax Advisory Services
Texas
$537K +$46.4K +309 +10%
OAM
668
Occidental Asset Management
California
$533K +$155K +1,032 +44%
EFS
669
Essex Financial Services
Connecticut
$529K -$108K -720 -18%
SS
670
Simplicity Solutions
Minnesota
$529K -$68K -453 -12%
NSIM
671
North Star Investment Management
Illinois
$528K +$150 +1 +0%
WA
672
Wheatland Advisors
Pennsylvania
$525K +$158K +1,050 +46%
LCM
673
Landscape Capital Management
New Jersey
$521K +$495K +3,302 New
WIS
674
Wright Investors Service
Connecticut
$519K -$50.6K -337 -9%
LPT
675
Legacy Private Trust
Wisconsin
$515K +$119K +791 +32%

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.