We are live on ! Find out more

781 hedge funds and large institutions have $15.9B invested in Cummins in 2015 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 314 increasing their positions, 302 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.6% more ownership

Funds ownership: 80.79%82.39% (+1.6%)

4% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 302

5% less funds holding

Funds holding: 820781 (-39)

16% less capital invested

Capital invested by funds: $19.1B → $15.9B (-$3.14B)

30% less call options, than puts

Call options by funds: $244M | Put options by funds: $348M

34% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 100

58% less funds holding in top 10

Funds holding in top 10: 125 (-7)

Holders
781
Holders Change
-39
Holders Change %
-4.76%
% of All Funds
21.8%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.14%
New
66
Increased
314
Reduced
302
Closed
100
Calls
$244M
Puts
$348M
Net Calls
-$104M
Net Calls Change
+$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
676
Compagnie Lombard Odier SCmA
Switzerland
$109K -$73.5K -595 -37%
NFG
677
Next Financial Group
Texas
$109K +$17.5K +142 +16%
SFWA
678
Summit Financial Wealth Advisors
Louisiana
$108K +$37.1K +300 +43%
BL
679
Balentine LLC
Georgia
$106K
GLI
680
Guardian Life Insurance
New York
$106K +$28.9K +234 +32%
CG
681
Colony Group
Massachusetts
$106K +$37.5K +304 +45%
W
682
Wealthfront
California
$103K -$5.06K -41 -4%
CGT
683
Capital Guardian Trust
California
$101K
FI
684
FCM Investments
Texas
$98K -$24.7K -200 -18%
First Manhattan
685
First Manhattan
New York
$96K
OC
686
Oakworth Capital
Alabama
$92K
GL
687
GLG LLC
New York
$85K +$69.7K +564 +258%
CA
688
CapWealth Advisors
Tennessee
$84K -$98.8K -800 -51%
S
689
SignatureFD
Georgia
$81K -$3.71K -30 -4%
JIM
690
Jupiter Investment Management
United Kingdom
$80K +$91.1K +738 New
TCOV
691
Trust Company of Vermont
Vermont
$77K
PIM
692
Parasol Investment Management
Illinois
$76K -$98.8K -800 -53%
DSI
693
Daiwa SB Investments
Japan
$73K
KCM
694
Karp Capital Management
California
$71K +$61.8K +500 +333%
HCP
695
Holt Capital Partners
Texas
$68K
PCTC
696
Perkins Coie Trust Company
Washington
$65K
WA
697
WealthTrust-Arizona
Arizona
$65K +$1.36K +11 +2%
PFBT
698
Parkside Financial Bank & Trust
Missouri
$65K +$73.9K +598 New
CAW
699
Cornerstone Advisors (Washington)
Washington
$63K +$21.9K +177 +44%
BC
700
Bartlett & Co
Ohio
$57K +$6.79K +55 +12%

CMI Hedge Fund Activity: Q3 2015 in Review

781 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q3 2015, worth a combined $15.9B — down 16% from $19.1B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of CMI and 66 opened new positions — a net loss of 34 holders — while 302 trimmed existing stakes and 314 added.

The largest buyer was Harris Associates, adding an estimated $597M. The largest seller was Fidelity Investments, cutting an estimated $189M.

  • 781 institutional investors held Cummins (CMI) as of Q3 2015, down from 820 in Q2 2015.
  • Funds reported $15.9B of Cummins stock for Q3 2015, down 16% quarter-over-quarter.
  • 66 funds opened new Cummins positions in Q3 2015 and 100 closed out, a net change of -34 holders.
  • The largest Cummins buyer in Q3 2015 was Harris Associates, an estimated $597M added.
  • The largest Cummins seller in Q3 2015 was Fidelity Investments, an estimated $189M sold.

Based on aggregated 13F filings for Q3 2015.