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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
FPCP
751
Fort Point Capital Partners
California
$206K +$197K +1,272 New
BFPW
752
BOK Financial Private Wealth
Colorado
$204K +$195K +1,257 New
PGIM
753
Pacific Global Investment Management
California
$203K -$16.8K -108 -8%
TCOT
754
Trust Company of Toledo
Ohio
$202K +$193K +1,245 New
BP
755
Ballentine Partners
Massachusetts
$201K +$190K +1,224 New
PAS
756
Park Avenue Securities
New York
$201K +$191K +1,233 New
OIA
757
OneDigital Investment Advisors
Kansas
$200K +$191K +1,229 New
CLOS
758
Compagnie Lombard Odier SCmA
Switzerland
$191K +$37.2K +240 +26%
SC
759
SRB Corp
Massachusetts
$189K
Bessemer Group
760
Bessemer Group
New Jersey
$187K +$1.86K +12 +1%
Carson Wealth (CWM LLC)
761
Carson Wealth (CWM LLC)
Nebraska
$185K
SLF
762
Sun Life Financial
Ontario, Canada
$185K +$175K +1,129 +8,685%
ACM
763
Americafirst Capital Management
California
$180K -$154K -991 -47%
JWM
764
Jacobus Wealth Management
Wisconsin
$180K
ADGIPS2
765
AmericaFirst Defensive Growth & Income Portfolio Series 2
California
$180K +$172K +1,109 New
LPIC
766
LeJeune Puetz Investment Counsel
Michigan
$162K
ATC
767
Adirondack Trust Company
New York
$161K
First Manhattan
768
First Manhattan
New York
$155K
FIB
769
First Interstate Bank
Montana
$155K +$3.88K +25 +3%
AIM
770
Acrospire Investment Management
Illinois
$146K +$140K +900 New
ARMT
771
Amica Retiree Medical Trust
Rhode Island
$142K -$62.4K -402 -32%
PFO
772
Pathstone Family Office
New Jersey
$130K -$33.1K -213 -21%
Fuller & Thaler Asset Management
773
Fuller & Thaler Asset Management
California
$130K +$124K +800 New
H
774
Hexavest
Quebec, Canada
$127K
KPCM
775
Kings Point Capital Management
New York
$114K

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.