We are live on ! Find out more

927 hedge funds and large institutions have $17.8B invested in Cummins in 2018 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 330 increasing their positions, 352 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 352

1.25% less ownership

Funds ownership: 82.45%81.2% (-1.3%)

5% less funds holding

Funds holding: 971927 (-44)

19% less capital invested

Capital invested by funds: $22B → $17.8B (-$4.21B)

25% less call options, than puts

Call options by funds: $211M | Put options by funds: $280M

30% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 122

86% less funds holding in top 10

Funds holding in top 10: 71 (-6)

Holders
927
Holders Change
-44
Holders Change %
-4.53%
% of All Funds
21.22%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
86
Increased
330
Reduced
352
Closed
122
Calls
$211M
Puts
$280M
Net Calls
-$69M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
GAMC
676
Garner Asset Management Corp
Texas
$290K
Capstone Investment Advisors
677
Capstone Investment Advisors
New York
$289K +$325K +2,172 New
IWM
678
IHT Wealth Management
Illinois
$287K -$49.8K -333 -13%
FCAG
679
First Capital Advisors Group
New Jersey
$287K -$2.25K -15 -0.7%
APP
680
Avantax Planning Partners
Iowa
$285K -$7.04K -47 -2%
WG
681
Winton Group
United Kingdom
$282K -$232K -1,553 -42%
HCM
682
Hodges Capital Management
Texas
$280K -$29.9K -200 -9%
FPS
683
Fieldpoint Private Securities
Connecticut
$279K
WA
684
Wheatland Advisors
Pennsylvania
$276K
PCM
685
Penserra Capital Management
California
$273K +$11.7K +78 +4%
PWLP
686
Prio Wealth Limited Partnership
Massachusetts
$272K
RA
687
RFG Advisory
Alabama
$268K -$53K -354 -15%
TYCC
688
Texas Yale Capital Corp
Florida
$268K
HAG
689
HighPoint Advisor Group
Illinois
$268K +$26.2K +175 +10%
DBG
690
De Burlo Group
Massachusetts
$266K -$15K -100 -5%
NWP
691
Northstar Wealth Partners
Connecticut
$266K
SACTSONJ
692
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$266K
WB
693
WesBanco Bank
West Virginia
$264K +$3.44K +23 +1%
SFG
694
SevenBridge Financial Group
Pennsylvania
$261K +$5.24K +35 +2%
CWS
695
Cypress Wealth Services
California
$261K +$294K +1,963 New
IA
696
IFG Advisory
Georgia
$259K -$21K -140 -7%
CA
697
Calton & Associates
Florida
$259K +$3.14K +21 +1%
JFA
698
Johanson Financial Advisors
California
$257K -$42.7K -285 -13%
LNB
699
Ledyard National Bank
$257K -$21.7K -145 -7%
GEA
700
Glen Eagle Advisors
New Jersey
$257K -$73.9K -494 -20%

CMI Hedge Fund Activity: Q2 2018 in Review

927 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2018, worth a combined $17.8B — down 19% from $22B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of CMI and 86 opened new positions — a net loss of 36 holders — while 352 trimmed existing stakes and 330 added.

The largest buyer was Boston Partners, adding an estimated $230M. The largest seller was Ninety One (UK), exiting entirely with an estimated $150M sold.

  • 927 institutional investors held Cummins (CMI) as of Q2 2018, down from 971 in Q1 2018.
  • Funds reported $17.8B of Cummins stock for Q2 2018, down 19% quarter-over-quarter.
  • 86 funds opened new Cummins positions in Q2 2018 and 122 closed out, a net change of -36 holders.
  • The largest Cummins buyer in Q2 2018 was Boston Partners, an estimated $230M added.
  • The largest Cummins seller in Q2 2018 was Ninety One (UK), an estimated $150M sold.

Based on aggregated 13F filings for Q2 2018.