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773 hedge funds and large institutions have $15.9B invested in Cummins in 2016 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 290 increasing their positions, 283 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more funds holding in top 10

Funds holding in top 10: 114 (+13)

38% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 81

25% more capital invested

Capital invested by funds: $12.7B → $15.9B (+$3.22B)

11% more call options, than puts

Call options by funds: $356M | Put options by funds: $320M

7.38% more ownership

Funds ownership: 81.2%88.59% (+7.4%)

3% more funds holding

Funds holding: 752773 (+21)

2% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 283

Holders
773
Holders Change
+21
Holders Change %
+2.79%
% of All Funds
20.6%
Holding in Top 10
14
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+1,300%
% of All Funds
0.37%
New
112
Increased
290
Reduced
283
Closed
81
Calls
$356M
Puts
$320M
Net Calls
+$36.4M
Net Calls Change
+$163M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
701
Winfield Associates
Ohio
$46K +$40.2K +416 New
CPIG
702
Chicago Partners Investment Group
Illinois
$44K -$4.83K -50 -11%
RAM
703
Riggs Asset Management
Pennsylvania
$44K
RFS
704
Rockefeller Financial Services
New York
$44K
Royal London Asset Management
705
Royal London Asset Management
United Kingdom
$44K +$460M +4,754,012 +7,391%
TWA
706
TCI Wealth Advisors
Arizona
$43K +$16.3K +169 +77%
VCM
707
Versant Capital Management
Arizona
$41K
PFBT
708
Parkside Financial Bank & Trust
Missouri
$39K +$3.87K +40 +13%
EDRAML
709
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$38K
MFBTD
710
MB Financial Bank - Trust Department
Illinois
$36K
NC
711
NewSquare Capital
Pennsylvania
$35K
BKA
712
Brick & Kyle Associates
Pennsylvania
$33K
CM
713
Castleark Management
Illinois
$33K
MWP
714
MYCIO Wealth Partners
Pennsylvania
$33K
PSC
715
Prentiss Smith & Co
Vermont
$33K
IIM
716
Ipswich Investment Management
Massachusetts
$31K +$27.1K +280 New
VIA
717
Vantage Investment Advisors
Pennsylvania
$30K
AA
718
AlphaMark Advisors
Kentucky
$30K +$9.67K +100 +59%
AWMS
719
Advocacy Wealth Management Services
Georgia
$26K +$11.1K +115 +92%
FWM
720
Focused Wealth Management
New York
$23K -$18.4K -190 -48%
CFA
721
Carroll Financial Associates
North Carolina
$23K +$14.5K +150 +221%
SIG
722
Stanford Investment Group
California
$23K +$20.3K +210 New
AC
723
Alexandria Capital
Virginia
$22K -$12.1K -125 -38%
BCMIO
724
Beacon Capital Management Inc (Ohio)
Ohio
$22K
GBBWRPM
725
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$22K

CMI Hedge Fund Activity: Q1 2016 in Review

773 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q1 2016, worth a combined $15.9B — up 25% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new CMI positions and 81 closed out — a net gain of 31 holders — while 290 added to existing stakes and 283 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $460M. The largest seller was Credit Suisse, cutting an estimated $152M.

  • 773 institutional investors held Cummins (CMI) as of Q1 2016, up from 752 in Q4 2015.
  • Funds reported $15.9B of Cummins stock for Q1 2016, up 25% quarter-over-quarter.
  • 112 funds opened new Cummins positions in Q1 2016 and 81 closed out, a net change of +31 holders.
  • The largest Cummins buyer in Q1 2016 was Royal London Asset Management, an estimated $460M added.
  • The largest Cummins seller in Q1 2016 was Credit Suisse, an estimated $152M sold.

Based on aggregated 13F filings for Q1 2016.