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879 hedge funds and large institutions have $22.2B invested in Cummins in 2017 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 308 increasing their positions, 325 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 60

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

9% more capital invested

Capital invested by funds: $20.5B → $22.2B (+$1.75B)

3% more funds holding

Funds holding: 855879 (+24)

0.94% more ownership

Funds ownership: 80.73%81.67% (+0.94%)

5% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 325

65% less call options, than puts

Call options by funds: $216M | Put options by funds: $619M

Holders
879
Holders Change
+24
Holders Change %
+2.81%
% of All Funds
21.91%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.5%
New
91
Increased
308
Reduced
325
Closed
60
Calls
$216M
Puts
$619M
Net Calls
-$403M
Net Calls Change
-$228M
Name Holding Trade Value Shares
Change
Change in
Stake
GCA
676
Gideon Capital Advisors
New York
$316K -$1.32M -8,524 -81%
EA
677
Edge Advisors
Georgia
$308K +$466 +3 +0.2%
HCM
678
Hodges Capital Management
Texas
$307K
P
679
Pitcairn
Pennsylvania
$306K -$2.64K -17 -0.9%
JFA
680
Johanson Financial Advisors
California
$303K +$1.09K +7 +0.4%
HTC
681
Haverford Trust Company
Pennsylvania
$303K +$4.81K +31 +2%
FAN
682
Financial Advisors Network
California
$302K -$5.12K -33 -2%
IPC
683
Independent Portfolio Consultants
Florida
$301K -$146K -944 -34%
HAG
684
HighPoint Advisor Group
Illinois
$297K
TSW
685
Thompson Siegel & Walmsley
Virginia
$296K -$7.76K -50 -3%
HEIP
686
Hudson Edge Investment Partners
New Jersey
$296K
PP
687
Prudential plc
United Kingdom
$292K -$109K -700 -28%
HS
688
HighVista Strategies
Massachusetts
$292K +$279K +1,800 New
SPIA
689
Steward Partners Investment Advisory
New York
$290K
TA
690
Tiedemann Advisors
New York
$290K +$277K +1,788 New
RR
691
Robotti Robert
$287K
PTC
692
Private Trust Company
Ohio
$287K +$17.8K +115 +7%
WB
693
WesBanco Bank
West Virginia
$287K +$46.6K +300 +20%
SCM
694
Shelton Capital Management
Colorado
$284K
IAM
695
Impax Asset Management
New Hampshire
$281K
SC
696
Savant Capital
Illinois
$281K
CCM
697
Cullen Capital Management
New York
$279K -$121K -780 -31%
YMRC
698
Yorktown Management & Research Company
Virginia
$276K
WP
699
WMS Partners
Maryland
$274K
AIM
700
Anchor Investment Management
South Carolina
$271K

CMI Hedge Fund Activity: Q2 2017 in Review

879 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2017, worth a combined $22.2B — up 8.5% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new CMI positions and 60 closed out — a net gain of 31 holders — while 308 added to existing stakes and 325 trimmed.

The largest buyer was AJO LP, adding an estimated $177M. The largest seller was T. Rowe Price Associates, cutting an estimated $257M.

  • 879 institutional investors held Cummins (CMI) as of Q2 2017, up from 855 in Q1 2017.
  • Funds reported $22.2B of Cummins stock for Q2 2017, up 8.5% quarter-over-quarter.
  • 91 funds opened new Cummins positions in Q2 2017 and 60 closed out, a net change of +31 holders.
  • The largest Cummins buyer in Q2 2017 was AJO LP, an estimated $177M added.
  • The largest Cummins seller in Q2 2017 was T. Rowe Price Associates, an estimated $257M sold.

Based on aggregated 13F filings for Q2 2017.