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992 hedge funds and large institutions have $24.6B invested in Cummins in 2017 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 374 increasing their positions, 310 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 64

21% more repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 310

10% more funds holding

Funds holding: 905992 (+87)

5% more capital invested

Capital invested by funds: $23.4B → $24.6B (+$1.24B)

1.13% more ownership

Funds ownership: 83.04%84.17% (+1.1%)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

49% less call options, than puts

Call options by funds: $328M | Put options by funds: $648M

Holders
992
Holders Change
+87
Holders Change %
+9.61%
% of All Funds
22.5%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.34%
New
161
Increased
374
Reduced
310
Closed
64
Calls
$328M
Puts
$648M
Net Calls
-$320M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Change in
Stake
SG
676
StoneX Group
New York
$408K +$395K +2,312 New
1WA
677
180 Wealth Advisors
Washington
$407K +$394K +2,304 New
LAM
678
Lingohr Asset Management
Germany
$405K +$392K +2,291 New
RWA
679
River Wealth Advisors
Pennsylvania
$398K -$21.4K -125 -5%
LSAG
680
Lake Street Advisors Group
New Hampshire
$398K +$385K +2,252 New
CCM
681
Chilton Capital Management
Texas
$397K -$6.84K -40 -2%
GIA
682
Guyasuta Investment Advisors
Pennsylvania
$393K
TAM
683
Tiverton Asset Management
Delaware
$393K +$381K +2,226 New
SS
684
Sunbelt Securities
Texas
$392K -$13.9K -81 -4%
FPS
685
Fieldpoint Private Securities
Connecticut
$389K -$299K -1,746 -44%
GWM
686
GSB Wealth Management
Connecticut
$389K
NFG
687
Next Financial Group
Texas
$389K +$34.2K +200 +10%
BA
688
Birinyi Associates
Connecticut
$389K +$376K +2,200 New
NQWM
689
Northwest Quadrant Wealth Management
Oregon
$388K -$16.9K -99 -4%
SF
690
Synovus Financial
Georgia
$387K +$10.4K +61 +3%
DS
691
DRW Securities
Illinois
$386K +$373K +2,184 New
GAMC
692
Garner Asset Management Corp
Texas
$385K -$4.1K -24 -1%
TIA
693
Tiemann Investment Advisors
California
$385K -$342 -2 -0.1%
CIBC World Market
694
CIBC World Market
Ontario, Canada
$385K +$372K +2,177 New
UAS
695
United Asset Strategies
New York
$384K -$36.6K -214 -9%
FVCM
696
F&V Capital Management
Florida
$383K +$371K +2,170 New
ACM
697
AlphaStar Capital Management
North Carolina
$381K +$369K +2,155 New
EM
698
Excalibur Management
Massachusetts
$380K
CMBA
699
C.M. Bidwell & Associates
Hawaii
$378K +$366K +2,140 New
SFS
700
Sowell Financial Services
Arkansas
$377K -$33K -193 -9%

CMI Hedge Fund Activity: Q4 2017 in Review

992 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q4 2017, worth a combined $24.6B — up 5.3% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new CMI positions and 64 closed out — a net gain of 97 holders — while 374 added to existing stakes and 310 trimmed.

The largest buyer was Amundi Asset Management US, opening a new position worth an estimated $203M. The largest seller was American International Group, cutting an estimated $577M.

  • 992 institutional investors held Cummins (CMI) as of Q4 2017, up from 905 in Q3 2017.
  • Funds reported $24.6B of Cummins stock for Q4 2017, up 5.3% quarter-over-quarter.
  • 161 funds opened new Cummins positions in Q4 2017 and 64 closed out, a net change of +97 holders.
  • The largest Cummins buyer in Q4 2017 was Amundi Asset Management US, an estimated $203M added.
  • The largest Cummins seller in Q4 2017 was American International Group, an estimated $577M sold.

Based on aggregated 13F filings for Q4 2017.