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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
ST
726
Smithfield Trust
Pennsylvania
$22K
AIM
727
Acrospire Investment Management
Illinois
$22K +$19.3K +200 New
EDRS
728
Edmond de Rothschild (Suisse)
Switzerland
$22K +$19.3K +200 New
EDRE
729
Edmond de Rothschild (Europe)
Luxembourg
$21K -$377K -3,895 -95%
TDC
730
Thompson Davis & Co
Virginia
$21K -$9.67K -100 -34%
LWM
731
Lenox Wealth Management
Ohio
$20K -$773 -8 -4%
ANBT
732
American National Bank & Trust
Texas
$20K
DLHL
733
Donald L. Hagan LLC
Florida
$20K +$17.2K +178 New
DAM
734
Delta Asset Management
Tennessee
$19K -$9.67K -100 -37%
MCM
735
McKinley Capital Management
Alaska
$19K +$16.4K +170 New
WAS
736
WESPAC Advisors SoCal
California
$18.7K
AssetMark Inc
737
AssetMark Inc
California
$18K -$3.87K -40 -20%
GWM
738
Gupta Wealth Management
California
$18K +$3.77K +39 +31%
QCG
739
Quadrant Capital Group
Ohio
$17K +$13.2K +137 +291%
GWS
740
Glassman Wealth Services
Virginia
$16K
GAM
741
Gemmer Asset Management
California
$15K -$8.61K -89 -39%
Carson Wealth (CWM LLC)
742
Carson Wealth (CWM LLC)
Nebraska
$15K +$13.5K +140 New
LJHT
743
Laurie J. Hall Trustee
$15K +$193K +1,996 New
Loomis, Sayles & Company
744
Loomis, Sayles & Company
Massachusetts
$13K -$4.45K -46 -28%
TCM
745
Tradewinds Capital Management
Washington
$13K -$1.45K -15 -11%
AA
746
Apriem Advisors
California
$11K
APSP
747
Asset Planning Services (Pennsylvania)
Pennsylvania
$11K
BAM
748
Brave Asset Management
New Jersey
$11K
HR
749
Howe & Rusling
New York
$11K
JFA
750
JNBA Financial Advisors
Minnesota
$11K

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.