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820 hedge funds and large institutions have $19.1B invested in Cummins in 2015 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 310 increasing their positions, 319 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 63

1.56% more ownership

Funds ownership: 79.23%80.79% (+1.6%)

1% more funds holding

Funds holding: 813820 (+7)

3% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 319

4% less capital invested

Capital invested by funds: $20B → $19.1B (-$888M)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

34% less call options, than puts

Call options by funds: $254M | Put options by funds: $388M

Holders
820
Holders Change
+7
Holders Change %
+0.86%
% of All Funds
22.08%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
81
Increased
310
Reduced
319
Closed
63
Calls
$254M
Puts
$388M
Net Calls
-$134M
Net Calls Change
-$73M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
676
Argent Trust Company
Louisiana
$230K
Verition Fund Management
677
Verition Fund Management
Connecticut
$230K +$241K +1,754 New
BDF
678
Balasa Dinverno & Foltz
$228K -$23K -167 -9%
AIA
679
Affinity Investment Advisors
California
$228K +$239K +1,741 New
GA
680
Geneva Advisors
Illinois
$226K +$237K +1,723 New
AWA
681
AmeriServ Wealth Advisors
Pennsylvania
$225K +$6.88K +50 +3%
LW
682
Linscomb Wealth
Texas
$223K +$4.54K +33 +2%
NDSI
683
Newman Dignan & Sheerar Inc
Rhode Island
$218K -$272K -1,979 -54%
AB
684
AT Bancorp
Iowa
$214K -$550 -4 -0.2%
HTC
685
Haverford Trust Company
Pennsylvania
$213K +$2.75K +20 +1%
BA
686
Birinyi Associates
Connecticut
$210K -$55K -400 -20%
BHC
687
Bowen Hanes & Co
Florida
$210K
CLOS
688
Compagnie Lombard Odier SCmA
Switzerland
$210K
CA
689
Cetera Advisors
Colorado
$209K -$195K -1,421 -47%
MCM
690
Manchester Capital Management
Vermont
$208K +$1.1K +8 +0.5%
MAM
691
Mizuho Asset Management
Japan
$207K +$53.5K +389 +33%
CA
692
CapWealth Advisors
Tennessee
$206K +$138 +1 +0.1%
MCM
693
MAI Capital Management
Ohio
$201K
CM
694
Castleark Management
Illinois
$197K
PIM
695
Parasol Investment Management
Illinois
$197K
AIM
696
Assured Investment Management
New York
$192K +$2.2K +16 +1%
FCCM
697
First City Capital Management
Georgia
$185K +$38.5K +280 +25%
LWM
698
Lenox Wealth Management
Ohio
$183K -$550 -4 -0.3%
SDIC
699
South Dakota Investment Council
South Dakota
$171K +$179K +1,300 New
ARMT
700
Amica Retiree Medical Trust
Rhode Island
$167K

CMI Hedge Fund Activity: Q2 2015 in Review

820 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2015, worth a combined $19.1B — down 4.4% from $20B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new CMI positions and 63 closed out — a net gain of 18 holders — while 310 added to existing stakes and 319 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $220M.

  • 820 institutional investors held Cummins (CMI) as of Q2 2015, up from 813 in Q1 2015.
  • Funds reported $19.1B of Cummins stock for Q2 2015, down 4.4% quarter-over-quarter.
  • 81 funds opened new Cummins positions in Q2 2015 and 63 closed out, a net change of +18 holders.
  • The largest Cummins buyer in Q2 2015 was Allianz Asset Management, an estimated $334M added.
  • The largest Cummins seller in Q2 2015 was Capital World Investors, an estimated $220M sold.

Based on aggregated 13F filings for Q2 2015.