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820 hedge funds and large institutions have $19.1B invested in Cummins in 2015 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 310 increasing their positions, 319 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 63

1.56% more ownership

Funds ownership: 79.23%80.79% (+1.6%)

1% more funds holding

Funds holding: 813820 (+7)

3% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 319

4% less capital invested

Capital invested by funds: $20B → $19.1B (-$888M)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

34% less call options, than puts

Call options by funds: $254M | Put options by funds: $388M

Holders
820
Holders Change
+7
Holders Change %
+0.86%
% of All Funds
22.08%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
81
Increased
310
Reduced
319
Closed
63
Calls
$254M
Puts
$388M
Net Calls
-$134M
Net Calls Change
-$73M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
751
NewSquare Capital
Pennsylvania
$39K
M
752
MOTCO
Texas
$39K +$41.3K +300 New
DAM
753
Delta Asset Management
Tennessee
$37K
FNYS
754
First New York Securities
New York
$36.5K +$24.5K +178 +178%
PSI
755
Pinnacle Summer Investments
Virginia
$35K -$15.8K -115 -30%
AFS
756
Aft Forsyth & Sober
Florida
$33K
TWMP
757
Taylor Wealth Management Partners
Massachusetts
$33K
TWA
758
TCI Wealth Advisors
Arizona
$31K
TDC
759
Thompson Davis & Co
Virginia
$29K -$5.78K -42 -16%
BBHC
760
Brown Brothers Harriman & Co
New York
$29K
GL
761
GLG LLC
New York
$29K +$30.1K +219 New
AIM
762
Advantage Investment Management
Iowa
$28K -$118K -859 -80%
VIA
763
Vident Investment Advisory
Georgia
$28K +$29.2K +212 New
ST
764
Smithfield Trust
Pennsylvania
$27K
RA
765
Rational Advisors
New York
$26K -$66.4K -483 -71%
BCMIO
766
Beacon Capital Management Inc (Ohio)
Ohio
$26K
FAM
767
Formidable Asset Management
Ohio
$26K
GAM
768
Gemmer Asset Management
California
$25K
WBG
769
Wharton Business Group
Pennsylvania
$22.5K -$373K -2,715 -2%
AA
770
AlphaMark Advisors
Kentucky
$22K +$23.4K +170 New
ClearBridge Investments
771
ClearBridge Investments
New York
$20K
KCM
772
Karp Capital Management
California
$20K
AC
773
Alexandria Capital
Virginia
$18K -$138 -1 -0.7%
TCM
774
Tradewinds Capital Management
Washington
$18K +$12.7K +92 +204%
TRCT
775
Tower Research Capital (TRC)
New York
$18K +$19.3K +140 New

CMI Hedge Fund Activity: Q2 2015 in Review

820 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2015, worth a combined $19.1B — down 4.4% from $20B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new CMI positions and 63 closed out — a net gain of 18 holders — while 310 added to existing stakes and 319 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $220M.

  • 820 institutional investors held Cummins (CMI) as of Q2 2015, up from 813 in Q1 2015.
  • Funds reported $19.1B of Cummins stock for Q2 2015, down 4.4% quarter-over-quarter.
  • 81 funds opened new Cummins positions in Q2 2015 and 63 closed out, a net change of +18 holders.
  • The largest Cummins buyer in Q2 2015 was Allianz Asset Management, an estimated $334M added.
  • The largest Cummins seller in Q2 2015 was Capital World Investors, an estimated $220M sold.

Based on aggregated 13F filings for Q2 2015.