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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
WCM
701
Whitener Capital Management
North Carolina
$442K +$11.3K +75 +3%
HTC
702
Haverford Trust Company
Pennsylvania
$442K +$140K +935 +50%
PCIA
703
Prime Capital Investment Advisors
Kansas
$440K +$382K +2,546 +1,052%
CAPTRUST Financial Advisors
704
CAPTRUST Financial Advisors
North Carolina
$439K +$126K +841 +43%
CCM
705
Chilton Capital Management
Texas
$437K -$22.5K -150 -5%
TAM
706
Tocqueville Asset Management
New York
$437K +$416K +2,771 New
MBT
707
Montecito Bank & Trust
California
$435K -$12K -80 -3%
CCG
708
Cypress Capital Group
Florida
$434K -$101K -672 -20%
FFN
709
Focus Financial Network
Minnesota
$433K +$411K +2,741 New
PFM
710
Parsec Financial Management
North Carolina
$432K -$60K -400 -13%
STMM
711
South Texas Money Management
Texas
$432K +$410K +2,735 New
HSA
712
HBK Sorce Advisory
Pennsylvania
$425K +$25.2K +168 +7%
HNB
713
Huntington National Bank
Ohio
$425K +$30.2K +201 +8%
PFGIA
714
Patriot Financial Group Insurance Agency
Massachusetts
$425K +$45K +300 +13%
AAM
715
Autus Asset Management
Arizona
$423K +$402K +2,678 New
MCM
716
Mengis Capital Management
Oregon
$418K
FRM
717
Fox Run Management
Connecticut
$417K -$372K -2,482 -48%
IWM
718
IHT Wealth Management
Illinois
$417K +$33K +220 +9%
IFWM
719
Institute for Wealth Management
Colorado
$416K +$395K +2,634 New
LP
720
LMR Partners
United Kingdom
$415K +$395K +2,630 New
NICM
721
Neo Ivy Capital Management
New York
$410K +$390K +2,598 New
WCM
722
Weld Capital Management
New York
$404K -$1.16M -7,735 -75%
CAM
723
Cozad Asset Management
Illinois
$400K -$7.5K -50 -2%
MFAM
724
Motley Fool Asset Management
Virginia
$400K +$64.4K +429 +20%
PA
725
Profund Advisors
Maryland
$400K +$68.6K +457 +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.