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753 hedge funds and large institutions have $12.7B invested in Cummins in 2015 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 231 increasing their positions, 330 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.19% less ownership

Funds ownership: 82.39%81.2% (-1.2%)

4% less funds holding

Funds holding: 781753 (-28)

15% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 131

20% less capital invested

Capital invested by funds: $15.9B → $12.7B (-$3.26B)

30% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 330

42% less call options, than puts

Call options by funds: $175M | Put options by funds: $302M

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
753
Holders Change
-28
Holders Change %
-3.59%
% of All Funds
19.75%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
111
Increased
231
Reduced
330
Closed
131
Calls
$175M
Puts
$302M
Net Calls
-$127M
Net Calls Change
-$22.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
701
AlphaMark Advisors
Kentucky
$15K
Manulife (Manufacturers Life Insurance)
702
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.6K -$847K -8,480 -5%
Loomis, Sayles & Company
703
Loomis, Sayles & Company
Massachusetts
$14K
FAM
704
Formidable Asset Management
Ohio
$14K +$5.19K +52 +45%
PMFA
705
Plante Moran Financial Advisors
Michigan
$14K +$9.29K +93 +152%
WAS
706
WESPAC Advisors SoCal
California
$14K +$17K +170 New
GWS
707
Glassman Wealth Services
Virginia
$13K +$14.5K +145 New
TCM
708
Tradewinds Capital Management
Washington
$12K -$3.5K -35 -20%
JIR
709
James Investment Research
Ohio
$12K
UFA
710
US Financial Advisors
Massachusetts
$12K +$10.2K +102 +268%
GWM
711
Gupta Wealth Management
California
$11K -$21.6K -216 -63%
MA
712
MCF Advisors
Kentucky
$11K
CHP
713
Cable Hill Partners
Oregon
$11K +$10.8K +108 New
AWMS
714
Advocacy Wealth Management Services
Georgia
$11K +$12.5K +125 New
PSI
715
Pinnacle Summer Investments
Virginia
$10K -$26.4K -264 -70%
WP
716
WealthPLAN Partners
Nebraska
$9.65K +$22K +220 New
TFO
717
Tarbox Family Office
California
$9K -$1.2K -12 -11%
AA
718
Apriem Advisors
California
$9K
APSP
719
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K
BAM
720
Brave Asset Management
New Jersey
$9K
HR
721
Howe & Rusling
New York
$9K
JFA
722
JNBA Financial Advisors
Minnesota
$9K
SJIM
723
St. Johns Investment Management
Florida
$9K
MWM
724
MinichMacGregor Wealth Management
New York
$9K +$7.09K +71 New
MPWT
725
MassMutual Private Wealth & Trust
Connecticut
$8.36K -$246K -2,465 -96%

CMI Hedge Fund Activity: Q4 2015 in Review

753 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q4 2015, worth a combined $12.7B — down 20% from $15.9B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of CMI and 111 opened new positions — a net loss of 20 holders — while 330 trimmed existing stakes and 231 added.

The largest buyer was Harris Associates, adding an estimated $418M. The largest seller was Bank of America, cutting an estimated $656M.

  • 753 institutional investors held Cummins (CMI) as of Q4 2015, down from 781 in Q3 2015.
  • Funds reported $12.7B of Cummins stock for Q4 2015, down 20% quarter-over-quarter.
  • 111 funds opened new Cummins positions in Q4 2015 and 131 closed out, a net change of -20 holders.
  • The largest Cummins buyer in Q4 2015 was Harris Associates, an estimated $418M added.
  • The largest Cummins seller in Q4 2015 was Bank of America, an estimated $656M sold.

Based on aggregated 13F filings for Q4 2015.