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905 hedge funds and large institutions have $23.4B invested in Cummins in 2017 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 316 increasing their positions, 328 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 59

5% more capital invested

Capital invested by funds: $22.2B → $23.4B (+$1.13B)

3% more funds holding

Funds holding: 879905 (+26)

1.37% more ownership

Funds ownership: 81.67%83.04% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

4% less repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 328

46% less call options, than puts

Call options by funds: $226M | Put options by funds: $416M

Holders
905
Holders Change
+26
Holders Change %
+2.96%
% of All Funds
22.56%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
96
Increased
316
Reduced
328
Closed
59
Calls
$226M
Puts
$416M
Net Calls
-$190M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Change in
Stake
BW
701
Bison Wealth
Georgia
$305K -$86.7K -536 -23%
PTC
702
Private Trust Company
Ohio
$304K +$7.12K +44 +2%
DLA
703
Douglas Lane & Associates
New York
$303K +$64.7K +400 +29%
PP
704
Prudential plc
United Kingdom
$302K
NCCM
705
Nine Chapters Capital Management
New Jersey
$302K +$291K +1,800 New
CHA
706
Cedar Hill Associates
Illinois
$300K +$289K +1,787 New
WB
707
WesBanco Bank
West Virginia
$298K
RR
708
Robotti Robert
$297K
SCM
709
Shelton Capital Management
Colorado
$294K
IAM
710
Impax Asset Management
New Hampshire
$292K
TG
711
TLP Group
Illinois
$292K +$281K +1,738 New
SC
712
Savant Capital
Illinois
$291K
GLA
713
Good Life Advisors
Pennsylvania
$289K +$34K +210 +14%
BRF
714
B. Riley Financial
California
$288K +$278K +1,715 New
YMRC
715
Yorktown Management & Research Company
Virginia
$286K
FWM
716
Frontier Wealth Management
Missouri
$286K +$32.4K +200 +13%
WDA
717
Wendell David Associates
New Hampshire
$286K +$32.4K +200 +13%
Fuller & Thaler Asset Management
718
Fuller & Thaler Asset Management
California
$286K +$146K +900 +113%
WP
719
WMS Partners
Maryland
$284K
ZB
720
Zions Bancorporation
Utah
$284K +$46.9K +290 +21%
TC
721
Telemus Capital
Michigan
$282K -$224K -1,383 -45%
IR
722
Invictus RG
Bermuda
$282K -$175K -1,084 -39%
Mackenzie Financial
723
Mackenzie Financial
Ontario, Canada
$281K +$21.8K +135 +9%
AIM
724
Anchor Investment Management
South Carolina
$281K
Fisher Asset Management
725
Fisher Asset Management
Washington
$279K +$4.37K +27 +2%

CMI Hedge Fund Activity: Q3 2017 in Review

905 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q3 2017, worth a combined $23.4B — up 5.1% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new CMI positions and 59 closed out — a net gain of 37 holders — while 316 added to existing stakes and 328 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $401M. The largest seller was T. Rowe Price Associates, cutting an estimated $310M.

  • 905 institutional investors held Cummins (CMI) as of Q3 2017, up from 879 in Q2 2017.
  • Funds reported $23.4B of Cummins stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 96 funds opened new Cummins positions in Q3 2017 and 59 closed out, a net change of +37 holders.
  • The largest Cummins buyer in Q3 2017 was Boston Partners, an estimated $401M added.
  • The largest Cummins seller in Q3 2017 was T. Rowe Price Associates, an estimated $310M sold.

Based on aggregated 13F filings for Q3 2017.