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927 hedge funds and large institutions have $17.8B invested in Cummins in 2018 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 330 increasing their positions, 352 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 352

1.25% less ownership

Funds ownership: 82.45%81.2% (-1.3%)

5% less funds holding

Funds holding: 971927 (-44)

19% less capital invested

Capital invested by funds: $22B → $17.8B (-$4.21B)

25% less call options, than puts

Call options by funds: $211M | Put options by funds: $280M

30% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 122

86% less funds holding in top 10

Funds holding in top 10: 71 (-6)

Holders
927
Holders Change
-44
Holders Change %
-4.53%
% of All Funds
21.22%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
86
Increased
330
Reduced
352
Closed
122
Calls
$211M
Puts
$280M
Net Calls
-$69M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
726
Loomis, Sayles & Company
Massachusetts
$234K +$239K +1,594 +960%
VCM
727
Vigilant Capital Management
Maine
$233K
BFM
728
Boothbay Fund Management
New York
$231K +$260K +1,738 New
BRWA
729
B. Riley Wealth Advisors
Florida
$230K -$195K -1,300 -43%
MCM
730
McKinley Capital Management
Alaska
$229K -$19.5K -130 -7%
Fisher Asset Management
731
Fisher Asset Management
Washington
$229K -$5.54K -37 -2%
OIA
732
Optimum Investment Advisors
Illinois
$229K
GLA
733
Good Life Advisors
Pennsylvania
$229K +$7.93K +53 +3%
WDA
734
Wendell David Associates
New Hampshire
$226K
WP
735
WMS Partners
Maryland
$223K -$2.25K -15 -0.9%
WWMSC
736
Wagner Wealth Management (South Carolina)
South Carolina
$219K +$172K +1,150 +230%
ClearBridge Investments
737
ClearBridge Investments
New York
$217K
SC
738
Savant Capital
Illinois
$210K +$7.48K +50 +3%
AB
739
AT Bancorp
Iowa
$209K
GRP
740
Global Retirement Partners
California
$209K
QCIG
741
Quad-Cities Investment Group
Iowa
$209K +$748 +5 +0.3%
SIP
742
Stoneridge Investment Partners
Pennsylvania
$208K
HIC
743
Hartline Investment Corp
Illinois
$203K
SCP
744
Silverleafe Capital Partners
Tennessee
$201K -$229K -1,533 -50%
BA
745
BKS Advisors
Michigan
$200K
FHA
746
Flagship Harbor Advisors
Massachusetts
$195K -$2.25K -15 -1%
AAP
747
Arax Advisory Partners
Colorado
$195K +$63.8K +426 +41%
AWM
748
Avior Wealth Management
Nebraska
$194K -$748 -5 -0.3%
RE
749
RBC Europe
United Kingdom
$192K
AssetMark Inc
750
AssetMark Inc
California
$191K +$31.7K +212 +17%

CMI Hedge Fund Activity: Q2 2018 in Review

927 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2018, worth a combined $17.8B — down 19% from $22B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of CMI and 86 opened new positions — a net loss of 36 holders — while 352 trimmed existing stakes and 330 added.

The largest buyer was Boston Partners, adding an estimated $230M. The largest seller was Ninety One (UK), exiting entirely with an estimated $150M sold.

  • 927 institutional investors held Cummins (CMI) as of Q2 2018, down from 971 in Q1 2018.
  • Funds reported $17.8B of Cummins stock for Q2 2018, down 19% quarter-over-quarter.
  • 86 funds opened new Cummins positions in Q2 2018 and 122 closed out, a net change of -36 holders.
  • The largest Cummins buyer in Q2 2018 was Boston Partners, an estimated $230M added.
  • The largest Cummins seller in Q2 2018 was Ninety One (UK), an estimated $150M sold.

Based on aggregated 13F filings for Q2 2018.