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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
DSN
726
D. Scott Neal
Kentucky
$7K +$7.99K +80 New
N
727
Nuveen
North Carolina
$6.11K +$1.5M +14,999 +28%
CFA
728
Carroll Financial Associates
North Carolina
$5K
KF
729
Krilogy Financial
Missouri
$5K
MBT
730
Monroe Bank & Trust
Michigan
$5K
KC
731
Kingfisher Capital
North Carolina
$5K +$5.19K +52 New
MFW
732
Mosaic Family Wealth
Missouri
$5K +$5.99K +60 New
CCS
733
Crosspoint Capital Strategies
California
$4K -$303K -3,037 -99%
FMII
734
Farmers & Merchants Investments Inc
Nebraska
$4K
DPA
735
Delphi Private Advisors
California
$4K +$4.2K +42 New
AIS
736
Accurate Investment Solutions
Pennsylvania
$4K +$4.29K +43 New
SI
737
Sentry Investments
Ontario, Canada
$3.35K +$3.81M +38,100 New
TSU
738
TD Securities (USA)
New York
$3K -$5.79K -58 -61%
MUS
739
Mitsubishi UFJ Securities
Japan
$3K -$4K -40 -57%
IWMPD
740
Integrated Wealth Management (Palm Desert)
California
$3K -$2.5K -25 -46%
KM
741
Kalos Management
Georgia
$3K
VNA
742
Valley National Advisers
Pennsylvania
$3K
WTC
743
WhitTier Trust Company
Nevada
$3K
QCG
744
Quadrant Capital Group
Ohio
$3K +$1.3K +13 +38%
GI
745
Gradient Investments
Minnesota
$3K +$3K +30 New
CFA
746
Camarda Financial Advisors
Florida
$3K +$3.1K +31 New
CFG
747
Citizens Financial Group
Rhode Island
$3K +$3.9K +39 New
BBHC
748
Brown Brothers Harriman & Co
New York
$2K -$3.6K -36 -61%
RFA
749
Reilly Financial Advisors
California
$2K
TC
750
Trust Company
Kansas
$1.76K -$3.5K -35 -64%

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.