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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
TFO
751
Tarbox Family Office
California
$11K
GXMC
752
Global X Management Company
New York
$10K +$8.12K +84 +840%
CHP
753
Cable Hill Partners
Oregon
$9K -$3.38K -35 -32%
DSN
754
D. Scott Neal
Kentucky
$9K
MFW
755
Mosaic Family Wealth
Missouri
$8K +$1.64K +17 +28%
WTC
756
WhitTier Trust Company
Nevada
$8K +$3.87K +40 +114%
MBT
757
Monroe Bank & Trust
Michigan
$7K
KF
758
Krilogy Financial
Missouri
$6K +$97 +1 +2%
TC
759
Trust Company
Kansas
$6K +$3.38K +35 +175%
FMII
760
Farmers & Merchants Investments Inc
Nebraska
$5K
AIS
761
Accurate Investment Solutions
Pennsylvania
$5K +$97 +1 +2%
GI
762
Gradient Investments
Minnesota
$5K +$1.35K +14 +47%
DPA
763
Delphi Private Advisors
California
$4K -$870 -9 -21%
TSU
764
TD Securities (USA)
New York
$4K
PMFA
765
Plante Moran Financial Advisors
Michigan
$3K -$12.3K -127 -82%
BBHC
766
Brown Brothers Harriman & Co
New York
$3K
CFA
767
Camarda Financial Advisors
Florida
$3K
RFA
768
Reilly Financial Advisors
California
$3K
NYLT
769
New York Life Trust
New York
$2K +$1.74K +18 New
N
770
Nuveen
North Carolina
$1.51K -$5.38M -55,664 -80%
SIM
771
Sonora Investment Management
Arizona
$1.03K +$870 +9 New
HW
772
Hancock Whitney
Mississippi
$912 +$803K +8,302 New
PCM
773
Penserra Capital Management
California
$35 +$6.38K +66 +26%
EWM
774
Endurance Wealth Management
Rhode Island
$25 -$3.07M -31,716 -99%
Voloridge Investment Management
775
Voloridge Investment Management
Florida
-$22.7M -258,410 Closed

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.