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879 hedge funds and large institutions have $22.2B invested in Cummins in 2017 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 308 increasing their positions, 325 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 60

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

9% more capital invested

Capital invested by funds: $20.5B → $22.2B (+$1.75B)

3% more funds holding

Funds holding: 855879 (+24)

0.94% more ownership

Funds ownership: 80.73%81.67% (+0.94%)

5% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 325

65% less call options, than puts

Call options by funds: $216M | Put options by funds: $619M

Holders
879
Holders Change
+24
Holders Change %
+2.81%
% of All Funds
21.91%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.5%
New
91
Increased
308
Reduced
325
Closed
60
Calls
$216M
Puts
$619M
Net Calls
-$403M
Net Calls Change
-$228M
Name Holding Trade Value Shares
Change
Change in
Stake
WBG
701
Wharton Business Group
Pennsylvania
$269K
Fisher Asset Management
702
Fisher Asset Management
Washington
$265K +$6.83K +44 +3%
CA
703
Cullinan Associates
Kentucky
$263K
CA
704
Clearstead Advisors
Ohio
$261K +$250K +1,609 New
FI
705
FCM Investments
Texas
$260K
CGA
706
Crescent Grove Advisors
Illinois
$260K +$248K +1,600 New
AssetMark Inc
707
AssetMark Inc
California
$259K -$1.53M -9,843 -86%
AB
708
AT Bancorp
Iowa
$256K
Mackenzie Financial
709
Mackenzie Financial
Ontario, Canada
$249K +$238K +1,535 New
HIC
710
Hartline Investment Corp
Illinois
$248K
FTC
711
Farmers Trust Company
Ohio
$244K -$12.4K -80 -5%
FWM
712
Frontier Wealth Management
Missouri
$243K -$5.43K -35 -2%
WDA
713
Wendell David Associates
New Hampshire
$243K
GLA
714
Good Life Advisors
Pennsylvania
$243K +$1.4K +9 +0.6%
PWLP
715
Prio Wealth Limited Partnership
Massachusetts
$243K +$233K +1,502 New
CNBT
716
Canandaigua National Bank & Trust
New York
$242K
B
717
BancorpSouth
Mississippi
$241K -$468K -3,014 -67%
FMT
718
First Mercantile Trust
Tennessee
$240K -$17.5K -113 -7%
Mirae Asset Global Investments
719
Mirae Asset Global Investments
South Korea
$240K -$1.24K -8 -0.5%
SS
720
Simplicity Solutions
Minnesota
$239K -$74K -477 -24%
WT
721
Whittier Trust
California
$239K
SWA
722
Sutton Wealth Advisors
Florida
$236K
BAC
723
Boys Arnold & Co
North Carolina
$236K
ZB
724
Zions Bancorporation
Utah
$228K -$6.52K -42 -3%
WI
725
Wintrust Investments
Illinois
$227K -$157K -1,010 -42%

CMI Hedge Fund Activity: Q2 2017 in Review

879 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2017, worth a combined $22.2B — up 8.5% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new CMI positions and 60 closed out — a net gain of 31 holders — while 308 added to existing stakes and 325 trimmed.

The largest buyer was AJO LP, adding an estimated $177M. The largest seller was T. Rowe Price Associates, cutting an estimated $257M.

  • 879 institutional investors held Cummins (CMI) as of Q2 2017, up from 855 in Q1 2017.
  • Funds reported $22.2B of Cummins stock for Q2 2017, up 8.5% quarter-over-quarter.
  • 91 funds opened new Cummins positions in Q2 2017 and 60 closed out, a net change of +31 holders.
  • The largest Cummins buyer in Q2 2017 was AJO LP, an estimated $177M added.
  • The largest Cummins seller in Q2 2017 was T. Rowe Price Associates, an estimated $257M sold.

Based on aggregated 13F filings for Q2 2017.