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781 hedge funds and large institutions have $15.9B invested in Cummins in 2015 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 314 increasing their positions, 302 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.6% more ownership

Funds ownership: 80.79%82.39% (+1.6%)

4% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 302

5% less funds holding

Funds holding: 820781 (-39)

16% less capital invested

Capital invested by funds: $19.1B → $15.9B (-$3.14B)

30% less call options, than puts

Call options by funds: $244M | Put options by funds: $348M

34% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 100

58% less funds holding in top 10

Funds holding in top 10: 125 (-7)

Holders
781
Holders Change
-39
Holders Change %
-4.76%
% of All Funds
21.8%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.14%
New
66
Increased
314
Reduced
302
Closed
100
Calls
$244M
Puts
$348M
Net Calls
-$104M
Net Calls Change
+$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
751
Plante Moran Financial Advisors
Michigan
$7K -$4.32K -35 -36%
CFA
752
Carroll Financial Associates
North Carolina
$7K
MBT
753
Monroe Bank & Trust
Michigan
$7K
BBHC
754
Brown Brothers Harriman & Co
New York
$6K -$19.8K -160 -73%
IWMPD
755
Integrated Wealth Management (Palm Desert)
California
$6K -$1.73K -14 -21%
IMS
756
Index Management Solutions
Pennsylvania
$6K +$494 +4 +8%
TC
757
Trust Company
Kansas
$6K +$4.32K +35 +175%
KF
758
Krilogy Financial
Missouri
$6K +$6.67K +54 New
FIG
759
Fusion Investment Group
Pennsylvania
$6K +$7.29K +59 New
N
760
Nuveen
North Carolina
$5.91K +$4.45M +36,058 +196%
FMII
761
Farmers & Merchants Investments Inc
Nebraska
$5K -$6.17K -50 -53%
RIA
762
Regal Investment Advisors
Michigan
$5K
DOA
763
D'Orazio & Associates
Virginia
$5K +$5.8K +47 New
NMIS
764
Northwestern Mutual Investment Services
Wisconsin
$5K +$5.93K +48 New
AA
765
ALPS Advisors
Colorado
$4.84K +$41.3K +334 +8%
AW
766
Alpha Windward
Massachusetts
$4K
UFA
767
US Financial Advisors
Massachusetts
$4K
VNA
768
Valley National Advisers
Pennsylvania
$4K
WTC
769
WhitTier Trust Company
Nevada
$4K
RFA
770
Reilly Financial Advisors
California
$3K
RFS
771
Rockefeller Financial Services
New York
$3K
FPFS
772
First Personal Financial Services
North Carolina
$3K +$2.47K +20 New
QCG
773
Quadrant Capital Group
Ohio
$3K +$2.96K +24 +240%
SIM
774
Sonora Investment Management
Arizona
$2K +$1.98K +16 New
CBT
775
Central Bank & Trust
Kentucky
$1K -$1.11K -9 -50%

CMI Hedge Fund Activity: Q3 2015 in Review

781 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q3 2015, worth a combined $15.9B — down 16% from $19.1B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of CMI and 66 opened new positions — a net loss of 34 holders — while 302 trimmed existing stakes and 314 added.

The largest buyer was Harris Associates, adding an estimated $597M. The largest seller was Fidelity Investments, cutting an estimated $189M.

  • 781 institutional investors held Cummins (CMI) as of Q3 2015, down from 820 in Q2 2015.
  • Funds reported $15.9B of Cummins stock for Q3 2015, down 16% quarter-over-quarter.
  • 66 funds opened new Cummins positions in Q3 2015 and 100 closed out, a net change of -34 holders.
  • The largest Cummins buyer in Q3 2015 was Harris Associates, an estimated $597M added.
  • The largest Cummins seller in Q3 2015 was Fidelity Investments, an estimated $189M sold.

Based on aggregated 13F filings for Q3 2015.