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1,050 hedge funds and large institutions have $20.5B invested in Cummins in 2019 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 402 increasing their positions, 355 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 67

77% more call options, than puts

Call options by funds: $474M | Put options by funds: $268M

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

21% more capital invested

Capital invested by funds: $17B → $20.5B (+$3.48B)

13% more repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 355

8% more funds holding

Funds holding: 9711,050 (+79)

1.92% more ownership

Funds ownership: 80.69%82.61% (+1.9%)

Holders
1,050
Holders Change
+79
Holders Change %
+8.14%
% of All Funds
22.72%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.3%
New
156
Increased
402
Reduced
355
Closed
67
Calls
$474M
Puts
$268M
Net Calls
+$206M
Net Calls Change
+$263M
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
676
Hillsdale Investment Management
Ontario, Canada
$513K +$435K +2,900 +829%
TIA
677
Tiemann Investment Advisors
California
$511K +$23K +153 +5%
QAM
678
Quantres Asset Management
Cayman Islands
$505K +$480K +3,200 New
WKWM
679
Walter & Keenan Wealth Management
Indiana
$496K
FWCM
680
Ferguson Wellman Capital Management
Oregon
$495K
AWM
681
AE Wealth Management
Kansas
$493K +$36K +240 +8%
CA
682
Cetera Advisors
Colorado
$488K -$44.3K -295 -9%
P
683
Pitcairn
Pennsylvania
$488K +$69.8K +465 +18%
AWP
684
Ascent Wealth Partners
New York
$487K
IG
685
ING Group
Netherlands
$483K -$2.95M -19,654 -87%
JCM
686
Jacobi Capital Management
Pennsylvania
$480K +$104K +695 +30%
WB
687
WesBanco Bank
West Virginia
$467K +$182K +1,214 +70%
FNT
688
First National Trust
Pennsylvania
$462K -$87.2K -581 -17%
TCOV
689
Trust Company of Vermont
Vermont
$461K +$13.2K +88 +3%
CF
690
Copperwynd Financial
Arizona
$457K +$25.8K +172 +6%
KRSITF
691
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$454K -$6.6K -44 -2%
BHC
692
Bowen Hanes & Co
Florida
$454K
FRA
693
Front Row Advisors
California
$453K -$9.15K -61 -2%
PCA
694
Peddock Capital Advisors
Massachusetts
$451K +$429K +2,858 New
TWI
695
Thomas White International
Illinois
$448K
GPA
696
Garrison Point Advisors
California
$448K +$18.8K +125 +5%
IAA
697
Independent Advisor Alliance
North Carolina
$448K +$27K +180 +7%
WT
698
Whittier Trust
California
$447K
KCM
699
Kendall Capital Management
Maryland
$445K +$423K +2,817 New
WS
700
Wedbush Securities
California
$443K +$74.6K +497 +22%

CMI Hedge Fund Activity: Q1 2019 in Review

1,050 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q1 2019, worth a combined $20.5B — up 21% from $17B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new CMI positions and 67 closed out — a net gain of 89 holders — while 402 added to existing stakes and 355 trimmed.

The largest buyer was American Century Companies, adding an estimated $157M. The largest seller was Boston Partners, cutting an estimated $431M.

  • 1,050 institutional investors held Cummins (CMI) as of Q1 2019, up from 971 in Q4 2018.
  • Funds reported $20.5B of Cummins stock for Q1 2019, up 21% quarter-over-quarter.
  • 156 funds opened new Cummins positions in Q1 2019 and 67 closed out, a net change of +89 holders.
  • The largest Cummins buyer in Q1 2019 was American Century Companies, an estimated $157M added.
  • The largest Cummins seller in Q1 2019 was Boston Partners, an estimated $431M sold.

Based on aggregated 13F filings for Q1 2019.