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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
CFN
726
Cordasco Financial Network
Florida
$227K -$1.4K -9 -0.6%
CDH
727
Charles D. Hyman
$227K
WAM
728
Wallington Asset Management
Indiana
$227K
WFG
729
Windsor Financial Group
Minnesota
$227K
OIA
730
Optimum Investment Advisors
Illinois
$227K +$217K +1,400 New
DLA
731
Douglas Lane & Associates
New York
$227K +$217K +1,401 New
FNT
732
First Nebraska Trust
Nebraska
$226K +$216K +1,395 New
WPP
733
Whalerock Point Partners
Rhode Island
$222K
BDF
734
Balasa Dinverno & Foltz
$222K +$5.59K +36 +3%
ISL
735
Ingalls & Snyder LLC
New York
$221K -$15.5K -100 -7%
PCM
736
Penserra Capital Management
California
$219K +$9.93K +64 +5%
TAM
737
Tocqueville Asset Management
New York
$215K -$27K -174 -12%
Luther King Capital Management (LKCM)
738
Luther King Capital Management (LKCM)
Texas
$215K -$23.3K -150 -10%
SNT
739
Security National Trust
West Virginia
$213K -$173K -1,115 -46%
EGA
740
Eagle Global Advisors
Texas
$213K +$203K +1,310 New
AAP
741
Arax Advisory Partners
Colorado
$212K +$29.2K +188 +17%
PLFAM
742
Pineno Levin & Ford Asset Management
Virginia
$212K +$203K +1,306 New
ZCA
743
Zeke Capital Advisors
Pennsylvania
$212K +$203K +1,307 New
FCI
744
Financial Counselors Inc
Kansas
$211K -$108K -695 -35%
CCM
745
Crossvault Capital Management
Texas
$211K +$202K +1,300 New
HH
746
Hilltop Holdings
Texas
$211K +$202K +1,302 New
SFG
747
SevenBridge Financial Group
Pennsylvania
$209K
MCM
748
Manchester Capital Management
Vermont
$208K
CAM
749
Cypress Asset Management
Texas
$207K -$11.6K -75 -6%
AA
750
Ancora Advisors
Ohio
$207K +$198K +1,275 New

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.