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905 hedge funds and large institutions have $23.4B invested in Cummins in 2017 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 316 increasing their positions, 328 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 59

5% more capital invested

Capital invested by funds: $22.2B → $23.4B (+$1.13B)

3% more funds holding

Funds holding: 879905 (+26)

1.37% more ownership

Funds ownership: 81.67%83.04% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

4% less repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 328

46% less call options, than puts

Call options by funds: $226M | Put options by funds: $416M

Holders
905
Holders Change
+26
Holders Change %
+2.96%
% of All Funds
22.56%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
96
Increased
316
Reduced
328
Closed
59
Calls
$226M
Puts
$416M
Net Calls
-$190M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
751
Summit Financial Group
West Virginia
$233K +$225K +1,389 New
LPT
752
Legacy Private Trust
Wisconsin
$232K -$152K -938 -40%
CAPTRUST Financial Advisors
753
CAPTRUST Financial Advisors
North Carolina
$232K +$227K +1,400 New
WPP
754
Whalerock Point Partners
Rhode Island
$230K
BRWA
755
B. Riley Wealth Advisors
Florida
$230K +$221K +1,363 New
ISL
756
Ingalls & Snyder LLC
New York
$229K
VHAM
757
Van Hulzen Asset Management
California
$229K +$221K +1,365 New
AA
758
Ancora Advisors
Ohio
$228K +$13.9K +86 +7%
FNBT
759
FineMark National Bank & Trust
Florida
$225K +$217K +1,341 New
BDF
760
Balasa Dinverno & Foltz
$223K -$6.31K -39 -3%
AAP
761
Arax Advisory Partners
Colorado
$222K +$2.1K +13 +1%
CA
762
Commerzbank Aktiengesellschaft
Germany
$220K +$212K +1,310 New
CCM
763
Crossvault Capital Management
Texas
$218K
FCI
764
Financial Counselors Inc
Kansas
$218K
SFG
765
SevenBridge Financial Group
Pennsylvania
$217K
MCM
766
Manchester Capital Management
Vermont
$215K
CNBT
767
Canandaigua National Bank & Trust
New York
$214K -$35.6K -220 -15%
BFM
768
Boothbay Fund Management
New York
$214K +$206K +1,272 New
WBG
769
Wharton Business Group
Pennsylvania
$213K -$62.9K -389 -23%
CLOS
770
Compagnie Lombard Odier SCmA
Switzerland
$213K +$14.4K +89 +8%
HA
771
Hays Advisory
Tennessee
$212K +$204K +1,262 New
TSS
772
Two Sigma Securities
New York
$210K +$202K +1,251 New
TCOT
773
Trust Company of Toledo
Ohio
$209K
PAA
774
Peregrine Asset Advisers
Oregon
$206K -$3.34M -20,665 -96%
Carson Wealth (CWM LLC)
775
Carson Wealth (CWM LLC)
Nebraska
$204K +$11.7K +72 +6%

CMI Hedge Fund Activity: Q3 2017 in Review

905 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q3 2017, worth a combined $23.4B — up 5.1% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new CMI positions and 59 closed out — a net gain of 37 holders — while 316 added to existing stakes and 328 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $401M. The largest seller was T. Rowe Price Associates, cutting an estimated $310M.

  • 905 institutional investors held Cummins (CMI) as of Q3 2017, up from 879 in Q2 2017.
  • Funds reported $23.4B of Cummins stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 96 funds opened new Cummins positions in Q3 2017 and 59 closed out, a net change of +37 holders.
  • The largest Cummins buyer in Q3 2017 was Boston Partners, an estimated $401M added.
  • The largest Cummins seller in Q3 2017 was T. Rowe Price Associates, an estimated $310M sold.

Based on aggregated 13F filings for Q3 2017.